Wedgewood Partners as of June 30, 2026
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 10.4 | $50M | 106k | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.4 | $46M | 127k | 357.37 | |
| Meta Platforms Cl A (META) | 8.9 | $43M | 77k | 563.29 | |
| Apple (AAPL) | 7.8 | $38M | 131k | 289.36 | |
| Microsoft Corporation (MSFT) | 6.9 | $33M | 90k | 373.02 | |
| Amazon (AMZN) | 6.7 | $32M | 135k | 238.34 | |
| Visa Com Cl A (V) | 6.3 | $31M | 89k | 343.09 | |
| Motorola Solutions Com New (MSI) | 5.6 | $27M | 66k | 415.29 | |
| Old Dominion Freight Line (ODFL) | 4.9 | $24M | 110k | 216.60 | |
| Booking Holdings (BKNG) | 4.9 | $24M | 133k | 178.24 | |
| Progressive Corporation (PGR) | 4.8 | $23M | 106k | 218.45 | |
| Chubb (CB) | 4.8 | $23M | 68k | 340.74 | |
| United Rentals (URI) | 3.9 | $19M | 17k | 1132.86 | |
| O'reilly Automotive (ORLY) | 3.3 | $16M | 173k | 92.09 | |
| Edwards Lifesciences (EW) | 3.1 | $15M | 165k | 90.46 | |
| Toll Brothers (TOL) | 3.1 | $15M | 91k | 164.75 | |
| S&p Global (SPGI) | 2.6 | $13M | 31k | 407.26 | |
| Copart (CPRT) | 2.6 | $13M | 448k | 28.19 |
