Wedgewood Partners as of Dec. 31, 2024
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.2 | $47M | 237k | 197.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $47M | 247k | 189.30 | |
| Meta Platforms Cl A (META) | 9.2 | $47M | 80k | 585.51 | |
| Apple (AAPL) | 8.1 | $41M | 164k | 250.42 | |
| Paypal Holdings (PYPL) | 7.9 | $40M | 470k | 85.35 | |
| Visa Com Cl A (V) | 7.5 | $38M | 121k | 316.04 | |
| Booking Holdings (BKNG) | 5.7 | $29M | 5.8k | 4968.63 | |
| Copart (CPRT) | 5.5 | $28M | 488k | 57.39 | |
| UnitedHealth (UNH) | 5.5 | $28M | 55k | 505.86 | |
| Microsoft Corporation (MSFT) | 5.4 | $28M | 65k | 421.50 | |
| Motorola Solutions Com New (MSI) | 5.1 | $26M | 57k | 462.23 | |
| Tractor Supply Company (TSCO) | 5.0 | $25M | 480k | 53.06 | |
| Edwards Lifesciences (EW) | 4.9 | $25M | 339k | 74.03 | |
| Cdw (CDW) | 3.1 | $16M | 90k | 174.04 | |
| S&p Global (SPGI) | 2.3 | $12M | 23k | 498.03 | |
| Pool Corporation (POOL) | 2.0 | $10M | 30k | 340.94 | |
| Old Dominion Freight Line (ODFL) | 2.0 | $10M | 57k | 176.40 | |
| O'reilly Automotive (ORLY) | 2.0 | $10M | 8.5k | 1185.80 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | 3.9k | 401.58 |
