Wedgewood Partners as of June 30, 2025
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 10.3 | $53M | 68k | 776.37 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.2 | $47M | 198k | 239.00 | |
| Microsoft Corporation (MSFT) | 8.0 | $41M | 77k | 535.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $39M | 201k | 195.04 | |
| Apple (AAPL) | 6.4 | $33M | 162k | 203.35 | |
| Paypal Holdings (PYPL) | 6.1 | $32M | 466k | 68.01 | |
| Booking Holdings (BKNG) | 6.0 | $31M | 5.7k | 5476.37 | |
| Visa Com Cl A (V) | 5.7 | $29M | 86k | 342.15 | |
| Tractor Supply Company (TSCO) | 5.5 | $28M | 473k | 59.50 | |
| Motorola Solutions Com New (MSI) | 4.7 | $25M | 56k | 439.97 | |
| United Rentals (URI) | 4.4 | $23M | 26k | 868.58 | |
| Copart (CPRT) | 4.3 | $22M | 480k | 45.74 | |
| Cdw (CDW) | 3.9 | $20M | 116k | 172.14 | |
| S&p Global (SPGI) | 3.7 | $19M | 34k | 563.02 | |
| O'reilly Automotive (ORLY) | 3.6 | $19M | 185k | 101.37 | |
| Zoetis Cl A (ZTS) | 3.6 | $19M | 123k | 151.81 | |
| Edwards Lifesciences (EW) | 2.8 | $14M | 178k | 80.09 | |
| Old Dominion Freight Line (ODFL) | 2.4 | $12M | 85k | 144.36 | |
| Pool Corporation (POOL) | 1.9 | $9.7M | 31k | 309.81 |
