Wedgewood Partners as of March 31, 2026
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $45M | 156k | 287.56 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.0 | $44M | 129k | 337.95 | |
| Meta Platforms Cl A (META) | 7.8 | $38M | 66k | 572.13 | |
| Apple (AAPL) | 7.1 | $34M | 135k | 253.79 | |
| Motorola Solutions Com New (MSI) | 6.1 | $30M | 68k | 433.97 | |
| Microsoft Corporation (MSFT) | 5.7 | $27M | 74k | 370.17 | |
| Visa Com Cl A (V) | 5.2 | $25M | 83k | 302.24 | |
| Booking Holdings (BKNG) | 4.8 | $23M | 5.5k | 4210.59 | |
| Old Dominion Freight Line (ODFL) | 4.6 | $22M | 114k | 195.40 | |
| Amazon (AMZN) | 4.3 | $21M | 100k | 208.27 | |
| Tractor Supply Company (TSCO) | 4.3 | $21M | 456k | 45.30 | |
| United Rentals (URI) | 3.8 | $18M | 25k | 728.55 | |
| Chubb (CB) | 3.6 | $18M | 54k | 325.93 | |
| Cdw (CDW) | 3.6 | $18M | 145k | 121.02 | |
| Progressive Corporation (PGR) | 3.4 | $17M | 83k | 198.24 | |
| O'reilly Automotive (ORLY) | 3.4 | $17M | 178k | 92.31 | |
| Copart (CPRT) | 3.2 | $15M | 463k | 33.20 | |
| S&p Global (SPGI) | 2.8 | $14M | 32k | 425.34 | |
| Edwards Lifesciences (EW) | 2.8 | $14M | 171k | 80.08 | |
| Zoetis Cl A (ZTS) | 2.8 | $13M | 114k | 118.21 | |
| Toll Brothers (TOL) | 2.5 | $12M | 88k | 136.47 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $223k | 524.00 | 426.40 |
