Wedgewood Partners as of Sept. 30, 2013
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.6 | $399M | 837k | 476.75 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $279M | 2.5M | 113.51 | |
| Qualcomm (QCOM) | 6.4 | $269M | 4.0M | 67.32 | |
| Cognizant Technology Solutions (CTSH) | 6.2 | $258M | 3.1M | 82.12 | |
| EMC Corporation | 6.2 | $257M | 10M | 25.56 | |
| Express Scripts Holding | 5.7 | $237M | 3.8M | 61.80 | |
| 5.0 | $208M | 238k | 875.91 | ||
| Cummins (CMI) | 4.9 | $204M | 1.5M | 132.87 | |
| Perrigo Company | 4.1 | $172M | 1.4M | 123.38 | |
| Stericycle (SRCL) | 4.1 | $170M | 1.5M | 115.40 | |
| Coach | 4.0 | $166M | 3.0M | 54.53 | |
| M&T Bank Corporation (MTB) | 4.0 | $165M | 1.5M | 111.92 | |
| Visa (V) | 4.0 | $165M | 863k | 191.10 | |
| Schlumberger (SLB) | 3.9 | $163M | 1.8M | 88.36 | |
| Varian Medical Systems | 3.9 | $162M | 2.2M | 74.73 | |
| Gilead Sciences (GILD) | 3.8 | $158M | 2.5M | 62.87 | |
| Verisk Analytics (VRSK) | 3.7 | $155M | 2.4M | 64.96 | |
| priceline.com Incorporated | 3.7 | $155M | 153k | 1010.95 | |
| National-Oilwell Var | 3.1 | $128M | 1.6M | 78.11 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $105M | 5.0M | 21.14 | |
| American Express Company (AXP) | 2.5 | $105M | 1.4M | 75.52 | |
| Monster Beverage | 2.2 | $91M | 1.7M | 52.25 |
