Wedgewood Partners as of Sept. 30, 2024
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.7 | $48M | 83k | 580.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $46M | 258k | 178.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.3 | $46M | 246k | 186.66 | |
| Paypal Holdings (PYPL) | 7.9 | $43M | 495k | 87.31 | |
| Visa Com Cl A (V) | 7.1 | $39M | 127k | 309.48 | |
| Apple (AAPL) | 7.0 | $39M | 172k | 225.12 | |
| UnitedHealth (UNH) | 6.4 | $35M | 58k | 605.87 | |
| Booking Holdings (BKNG) | 5.5 | $30M | 6.1k | 4987.63 | |
| Copart (CPRT) | 5.4 | $30M | 510k | 57.93 | |
| Motorola Solutions Com New (MSI) | 5.3 | $29M | 59k | 496.70 | |
| Microsoft Corporation (MSFT) | 5.2 | $29M | 68k | 425.20 | |
| Tractor Supply Company (TSCO) | 5.1 | $28M | 100k | 278.75 | |
| Edwards Lifesciences (EW) | 4.3 | $24M | 359k | 66.52 | |
| Texas Pacific Land Corp (TPL) | 3.3 | $18M | 13k | 1366.41 | |
| Cdw (CDW) | 3.2 | $18M | 96k | 186.01 | |
| Old Dominion Freight Line (ODFL) | 2.5 | $14M | 60k | 225.60 | |
| S&p Global (SPGI) | 2.3 | $12M | 24k | 510.29 | |
| Pool Corporation (POOL) | 2.1 | $12M | 34k | 351.19 | |
| O'reilly Automotive (ORLY) | 2.0 | $11M | 8.8k | 1238.78 |
