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 |
