Wedgewood Partners as of Dec. 31, 2017
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 36 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.2 | $227M | 1.1M | 198.22 | |
| Apple (AAPL) | 7.8 | $191M | 1.1M | 169.23 | |
| Visa (V) | 6.6 | $162M | 1.4M | 114.02 | |
| Tractor Supply Company (TSCO) | 6.3 | $156M | 2.1M | 74.75 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $155M | 147k | 1053.39 | |
| Edwards Lifesciences (EW) | 6.1 | $151M | 1.3M | 112.71 | |
| Fastenal Company (FAST) | 6.1 | $151M | 2.8M | 54.69 | |
| Qualcomm (QCOM) | 5.7 | $140M | 2.2M | 64.02 | |
| priceline.com Incorporated | 5.4 | $134M | 77k | 1737.74 | |
| Ross Stores (ROST) | 4.9 | $122M | 1.5M | 80.25 | |
| Schlumberger (SLB) | 4.7 | $116M | 1.7M | 67.39 | |
| Kraft Heinz (KHC) | 4.3 | $107M | 1.4M | 77.76 | |
| Verisk Analytics (VRSK) | 4.2 | $102M | 1.1M | 96.00 | |
| Core Laboratories | 4.1 | $101M | 924k | 109.55 | |
| Celgene Corporation | 4.1 | $100M | 962k | 104.36 | |
| Charles Schwab Corporation (SCHW) | 3.6 | $89M | 1.7M | 51.37 | |
| TJX Companies (TJX) | 3.2 | $80M | 1.1M | 76.46 | |
| Cognizant Technology Solutions (CTSH) | 3.2 | $79M | 1.1M | 71.02 | |
| Paypal Holdings (PYPL) | 3.1 | $78M | 1.1M | 73.62 | |
| Alphabet Inc Class C cs (GOOG) | 0.6 | $15M | 15k | 1046.37 | |
| U.S. Bancorp (USB) | 0.1 | $3.7M | 68k | 53.57 | |
| Express Scripts Holding | 0.1 | $3.0M | 40k | 74.63 | |
| Blackstone | 0.1 | $1.3M | 41k | 32.01 | |
| Verizon Communications (VZ) | 0.1 | $1.1M | 21k | 52.91 | |
| Ameren Corporation (AEE) | 0.0 | $967k | 16k | 58.96 | |
| Consolidated Edison (ED) | 0.0 | $908k | 11k | 84.86 | |
| Johnson & Johnson (JNJ) | 0.0 | $775k | 5.6k | 139.64 | |
| Paychex (PAYX) | 0.0 | $639k | 9.4k | 67.98 | |
| BP (BP) | 0.0 | $427k | 10k | 41.97 | |
| At&t (T) | 0.0 | $459k | 12k | 38.82 | |
| Annaly Capital Management | 0.0 | $307k | 26k | 11.86 | |
| Ecolab (ECL) | 0.0 | $335k | 2.5k | 134.00 | |
| Boeing Company (BA) | 0.0 | $368k | 1.3k | 294.40 | |
| Pepsi (PEP) | 0.0 | $290k | 2.4k | 119.59 | |
| 8point Energy Partners Lp ml | 0.0 | $155k | 10k | 15.12 | |
| Manning & Napier Inc cl a | 0.0 | $84k | 24k | 3.57 |
