Wedgewood Partners as of Dec. 31, 2025
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.5 | $56M | 185k | 303.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.6 | $51M | 164k | 313.00 | |
| Meta Platforms Cl A (META) | 8.5 | $46M | 69k | 660.09 | |
| Apple (AAPL) | 7.3 | $39M | 143k | 271.86 | |
| Microsoft Corporation (MSFT) | 7.0 | $38M | 78k | 483.62 | |
| Booking Holdings (BKNG) | 5.8 | $31M | 5.8k | 5355.63 | |
| Visa Com Cl A (V) | 5.7 | $31M | 87k | 350.71 | |
| Motorola Solutions Com New (MSI) | 5.1 | $28M | 72k | 383.32 | |
| Tractor Supply Company (TSCO) | 4.5 | $24M | 481k | 50.01 | |
| United Rentals (URI) | 4.0 | $22M | 27k | 809.33 | |
| Cdw (CDW) | 3.9 | $21M | 152k | 136.20 | |
| Copart (CPRT) | 3.6 | $19M | 486k | 39.15 | |
| Old Dominion Freight Line (ODFL) | 3.5 | $19M | 120k | 156.80 | |
| S&p Global (SPGI) | 3.3 | $18M | 34k | 522.58 | |
| Chubb (CB) | 3.3 | $18M | 57k | 312.12 | |
| O'reilly Automotive (ORLY) | 3.2 | $17M | 189k | 91.21 | |
| Edwards Lifesciences (EW) | 2.9 | $15M | 181k | 85.25 | |
| Amazon (AMZN) | 2.5 | $13M | 58k | 230.82 | |
| Zoetis Cl A (ZTS) | 2.5 | $13M | 105k | 125.82 | |
| Paypal Holdings (PYPL) | 2.4 | $13M | 216k | 58.38 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $5.7M | 12k | 473.30 |
