Wedgewood Partners as of June 30, 2024
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.8 | $43M | 84k | 515.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $42M | 261k | 162.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.5 | $42M | 248k | 167.63 | |
| Apple (AAPL) | 7.7 | $38M | 174k | 217.53 | |
| Visa Com Cl A (V) | 6.8 | $33M | 128k | 259.89 | |
| UnitedHealth (UNH) | 6.8 | $33M | 59k | 565.29 | |
| Paypal Holdings (PYPL) | 6.5 | $32M | 503k | 63.46 | |
| Microsoft Corporation (MSFT) | 5.7 | $28M | 69k | 406.81 | |
| Tractor Supply Company (TSCO) | 5.4 | $27M | 102k | 262.23 | |
| Copart (CPRT) | 5.3 | $26M | 516k | 50.26 | |
| Motorola Solutions Com New (MSI) | 5.1 | $25M | 60k | 412.76 | |
| Edwards Lifesciences (EW) | 4.7 | $23M | 354k | 65.54 | |
| Booking Holdings (BKNG) | 4.3 | $21M | 6.1k | 3439.29 | |
| Cdw (CDW) | 4.2 | $21M | 97k | 212.10 | |
| S&p Global (SPGI) | 2.4 | $12M | 25k | 484.47 | |
| Pool Corporation (POOL) | 2.4 | $12M | 34k | 344.07 | |
| Old Dominion Freight Line (ODFL) | 2.4 | $12M | 61k | 190.62 | |
| Texas Pacific Land Corp (TPL) | 2.3 | $11M | 13k | 832.70 | |
| O'reilly Automotive (ORLY) | 2.0 | $10M | 8.9k | 1121.07 |
