Wedgewood Partners as of March 31, 2025
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.3 | $46M | 237k | 194.76 | |
| Meta Platforms Cl A (META) | 9.2 | $46M | 70k | 659.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $41M | 248k | 165.37 | |
| Apple (AAPL) | 7.1 | $35M | 165k | 212.33 | |
| Microsoft Corporation (MSFT) | 7.0 | $35M | 77k | 452.94 | |
| Paypal Holdings (PYPL) | 6.9 | $34M | 474k | 72.68 | |
| Visa Com Cl A (V) | 6.4 | $32M | 90k | 356.46 | |
| Copart (CPRT) | 6.1 | $31M | 488k | 62.42 | |
| Booking Holdings (BKNG) | 6.1 | $30M | 5.8k | 5216.79 | |
| Tractor Supply Company (TSCO) | 5.0 | $25M | 480k | 51.38 | |
| Motorola Solutions Com New (MSI) | 4.7 | $24M | 57k | 415.20 | |
| Cdw (CDW) | 4.4 | $22M | 115k | 189.36 | |
| United Rentals (URI) | 3.6 | $18M | 25k | 713.35 | |
| S&p Global (SPGI) | 3.5 | $18M | 34k | 511.94 | |
| O'reilly Automotive (ORLY) | 3.4 | $17M | 13k | 1325.73 | |
| Edwards Lifesciences (EW) | 3.0 | $15M | 192k | 76.75 | |
| Old Dominion Freight Line (ODFL) | 2.8 | $14M | 82k | 171.65 | |
| Pool Corporation (POOL) | 1.9 | $9.4M | 30k | 309.02 | |
| UnitedHealth (UNH) | 0.6 | $3.2M | 10k | 308.01 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $3.0M | 7.6k | 399.62 |
