Wedgewood Partners as of Sept. 30, 2023
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.9 | $42M | 139k | 300.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.7 | $37M | 279k | 130.86 | |
| Apple (AAPL) | 7.6 | $32M | 185k | 171.21 | |
| Motorola Solutions Com New (MSI) | 7.0 | $29M | 107k | 272.24 | |
| Visa Com Cl A (V) | 6.5 | $27M | 119k | 230.01 | |
| Cdw (CDW) | 6.4 | $27M | 132k | 201.76 | |
| UnitedHealth (UNH) | 6.1 | $25M | 50k | 504.19 | |
| Copart (CPRT) | 5.7 | $24M | 552k | 43.09 | |
| Microsoft Corporation (MSFT) | 5.6 | $23M | 74k | 315.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $23M | 266k | 86.90 | |
| Tractor Supply Company (TSCO) | 5.2 | $22M | 108k | 203.05 | |
| Paypal Holdings (PYPL) | 4.9 | $20M | 350k | 58.46 | |
| Booking Holdings (BKNG) | 4.8 | $20M | 6.6k | 3083.95 | |
| Edwards Lifesciences (EW) | 3.2 | $13M | 194k | 69.28 | |
| Old Dominion Freight Line (ODFL) | 3.2 | $13M | 32k | 409.15 | |
| Pool Corporation (POOL) | 3.1 | $13M | 36k | 356.10 | |
| S&p Global (SPGI) | 2.3 | $9.6M | 26k | 365.41 | |
| Texas Pacific Land Corp (TPL) | 2.1 | $8.7M | 4.8k | 1823.57 | |
| O'reilly Automotive (ORLY) | 2.1 | $8.6M | 9.5k | 908.86 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $356k | 1.3k | 265.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $205k | 1.6k | 131.85 |
