Wedgewood Partners as of Sept. 30, 2025
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.6 | $53M | 189k | 279.29 | |
| Meta Platforms Cl A (META) | 9.5 | $52M | 71k | 734.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $50M | 207k | 243.10 | |
| Apple (AAPL) | 7.8 | $43M | 167k | 254.63 | |
| Microsoft Corporation (MSFT) | 7.5 | $41M | 79k | 517.95 | |
| Paypal Holdings (PYPL) | 5.9 | $33M | 485k | 67.06 | |
| Booking Holdings (BKNG) | 5.8 | $32M | 5.9k | 5399.55 | |
| Visa Com Cl A (V) | 5.6 | $30M | 89k | 341.38 | |
| Tractor Supply Company (TSCO) | 5.1 | $28M | 490k | 56.87 | |
| Motorola Solutions Com New (MSI) | 4.8 | $26M | 58k | 457.29 | |
| United Rentals (URI) | 4.7 | $26M | 27k | 954.67 | |
| Copart (CPRT) | 4.1 | $22M | 497k | 44.97 | |
| O'reilly Automotive (ORLY) | 3.8 | $21M | 192k | 107.81 | |
| Cdw (CDW) | 3.5 | $19M | 121k | 159.28 | |
| Zoetis Cl A (ZTS) | 3.4 | $19M | 128k | 146.32 | |
| S&p Global (SPGI) | 3.1 | $17M | 35k | 486.72 | |
| Edwards Lifesciences (EW) | 2.6 | $14M | 185k | 77.77 | |
| Old Dominion Freight Line (ODFL) | 2.3 | $13M | 89k | 140.78 | |
| Pool Corporation (POOL) | 1.8 | $10M | 32k | 310.07 |
