Wedgewood Partners as of March 31, 2024
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $46M | 268k | 172.51 | |
| Meta Platforms Cl A (META) | 8.3 | $41M | 86k | 481.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.9 | $40M | 254k | 155.58 | |
| Visa Com Cl A (V) | 7.4 | $37M | 131k | 281.50 | |
| Apple (AAPL) | 6.8 | $34M | 178k | 189.72 | |
| Paypal Holdings (PYPL) | 6.6 | $33M | 514k | 63.90 | |
| UnitedHealth (UNH) | 6.2 | $31M | 60k | 517.55 | |
| Microsoft Corporation (MSFT) | 6.0 | $30M | 71k | 423.08 | |
| Motorola Solutions Com New (MSI) | 5.9 | $29M | 80k | 365.03 | |
| Copart (CPRT) | 5.8 | $29M | 527k | 55.31 | |
| Tractor Supply Company (TSCO) | 5.7 | $29M | 104k | 275.96 | |
| Booking Holdings (BKNG) | 4.8 | $24M | 6.3k | 3792.59 | |
| Edwards Lifesciences (EW) | 4.4 | $22M | 246k | 90.16 | |
| Cdw (CDW) | 4.4 | $22M | 99k | 223.44 | |
| Pool Corporation (POOL) | 2.6 | $13M | 34k | 383.07 | |
| Old Dominion Freight Line (ODFL) | 2.3 | $11M | 62k | 183.92 | |
| S&p Global (SPGI) | 2.2 | $11M | 25k | 435.71 | |
| O'reilly Automotive (ORLY) | 1.8 | $9.2M | 9.1k | 1010.38 | |
| Texas Pacific Land Corp (TPL) | 1.6 | $8.2M | 14k | 601.56 |
