Wedgewood Partners as of Dec. 31, 2013
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.2 | $492M | 877k | 561.02 | |
| Cognizant Technology Solutions (CTSH) | 6.8 | $328M | 3.2M | 100.98 | |
| Qualcomm (QCOM) | 6.8 | $326M | 4.4M | 74.25 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $320M | 2.7M | 118.56 | |
| EMC Corporation | 6.4 | $308M | 12M | 25.15 | |
| Express Scripts Holding | 6.0 | $287M | 4.1M | 70.24 | |
| 5.8 | $278M | 248k | 1120.71 | ||
| M&T Bank Corporation (MTB) | 5.2 | $248M | 2.1M | 116.42 | |
| Cummins (CMI) | 4.9 | $234M | 1.7M | 140.97 | |
| Perrigo Company (PRGO) | 4.7 | $224M | 1.5M | 153.46 | |
| Visa (V) | 4.2 | $200M | 900k | 222.68 | |
| Stericycle (SRCL) | 3.9 | $186M | 1.6M | 116.17 | |
| Coach | 3.7 | $180M | 3.2M | 56.13 | |
| Varian Medical Systems | 3.7 | $177M | 2.3M | 77.69 | |
| Schlumberger (SLB) | 3.6 | $175M | 1.9M | 90.11 | |
| Verisk Analytics (VRSK) | 3.5 | $166M | 2.5M | 65.72 | |
| priceline.com Incorporated | 3.0 | $142M | 122k | 1162.40 | |
| National-Oilwell Var | 2.9 | $138M | 1.7M | 79.53 | |
| American Express Company (AXP) | 2.8 | $136M | 1.5M | 90.73 | |
| Gilead Sciences (GILD) | 2.8 | $135M | 1.8M | 75.10 | |
| Monster Beverage | 2.6 | $127M | 1.9M | 67.77 |
