Wedgewood Partners as of Dec. 31, 2023
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 9.9 | $47M | 102k | 460.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $39M | 271k | 145.14 | |
| Visa Com Cl A (V) | 7.7 | $37M | 133k | 275.81 | |
| Apple (AAPL) | 7.0 | $33M | 181k | 185.04 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.9 | $33M | 259k | 127.55 | |
| Paypal Holdings (PYPL) | 6.4 | $30M | 521k | 58.26 | |
| Microsoft Corporation (MSFT) | 6.1 | $29M | 72k | 406.32 | |
| Copart (CPRT) | 5.6 | $27M | 539k | 49.23 | |
| Motorola Solutions Com New (MSI) | 5.5 | $26M | 82k | 319.22 | |
| UnitedHealth (UNH) | 5.4 | $25M | 49k | 516.85 | |
| Tractor Supply Company (TSCO) | 5.2 | $25M | 105k | 233.32 | |
| Booking Holdings (BKNG) | 5.1 | $24M | 6.4k | 3747.61 | |
| Cdw (CDW) | 5.0 | $24M | 101k | 237.47 | |
| Edwards Lifesciences (EW) | 4.5 | $22M | 251k | 86.26 | |
| Old Dominion Freight Line (ODFL) | 2.8 | $13M | 32k | 423.94 | |
| Pool Corporation (POOL) | 2.8 | $13M | 35k | 375.88 | |
| S&p Global (SPGI) | 2.3 | $11M | 26k | 422.48 | |
| O'reilly Automotive (ORLY) | 2.0 | $9.6M | 9.3k | 1039.26 | |
| Texas Pacific Land Corp (TPL) | 1.4 | $6.7M | 4.7k | 1424.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $227k | 1.6k | 146.37 |
