Wedgewood Partners Inc
18 holdingsFiling period: 2026-06-30Current AUM: $508.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 105.5K | $50.4M | $43.5M | 8.56% | -23,854 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 127.2K | $45.5M | $41.3M | 8.12% | -28,464 | 2026-06-30 |
| 3 | META | Meta Platforms Inc | 76.5K | $43.1M | $49.6M | 9.77% | +10.7K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 130.7K | $37.8M | $45.5M | 8.96% | -4,446 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 89.5K | $33.4M | $46.6M | 9.18% | +15.6K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 135.4K | $32.3M | $33.9M | 6.67% | +35.5K | 2026-06-30 |
| 7 | V | Visa Inc | 89.2K | $30.6M | $37.0M | 7.27% | +6.2K | 2026-06-30 |
| 8 | MSI | Motorola Solutions Inc | 65.6K | $27.3M | $31.4M | 6.17% | -2,298 | 2026-06-30 |
| 9 | ODFL | Old Dominion Freight Line in | 110.3K | $23.9M | $20.9M | 4.12% | -3,653 | 2026-06-30 |
| 10 | BKNG | Booking Holdings Inc | 133.4K | $23.8M | $21.5M | 4.23% | +127.8K | 2026-06-30 |
| 11 | PGR | Progressive Corp | 106.3K | $23.2M | $24.4M | 4.80% | +22.9K | 2026-06-30 |
| 12 | — | Chubb Limited | 68.0K | $23.2M | $23.2M | 4.56% | +14.2K | 2026-06-30 |
| 13 | URI | United Rentals Inc | 16.7K | $19.0M | $18.6M | 3.66% | -8,460 | 2026-06-30 |
| 14 | ORLY | Oreilly Automotive Inc | 172.6K | $15.9M | $15.9M | 3.13% | -5,752 | 2026-06-30 |
| 15 | EW | Edwards Lifesciences Corp | 165.2K | $14.9M | $14.9M | 2.93% | -5,761 | 2026-06-30 |
| 16 | TOL | Toll Brothers Inc | 90.6K | $14.9M | $12.8M | 2.51% | +2.3K | 2026-06-30 |
| 17 | SPGI | S&P Global Inc | 31.3K | $12.8M | $14.2M | 2.79% | -1,032 | 2026-06-30 |
| 18 | CPRT | Copart Inc | 447.7K | $12.6M | $13.0M | 2.56% | -15,001 | 2026-06-30 |
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