WEDGEWOOD PARTNERS INC
22 holdingsFiling period: 2026-03-31Current AUM: $535.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 155.7K | $44.8M | $55.4M | 10.35% | -8,212 | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 129.4K | $43.7M | $52.3M | 9.76% | -55,308 | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 65.8K | $37.6M | $36.6M | 6.84% | -3,330 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 135.1K | $34.3M | $41.7M | 7.79% | -7,792 | 2026-03-31 |
| 5 | MSI | MOTOROLA SOLUTIONS INC | 67.9K | $29.5M | $29.6M | 5.53% | -3,783 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 73.9K | $27.4M | $34.4M | 6.41% | -3,577 | 2026-03-31 |
| 7 | V | VISA INC | 83.0K | $25.1M | $30.4M | 5.67% | -4,141 | 2026-03-31 |
| 8 | BKNG | BOOKING HOLDINGS INC | 5.5K | $23.2M | $26.6M | 4.97% | -300 | 2026-03-31 |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 113.9K | $22.3M | $24.2M | 4.51% | -6,110 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 99.9K | $20.8M | $27.1M | 5.07% | +41.6K | 2026-03-31 |
| 11 | TSCO | TRACTOR SUPPLY CO | 456.1K | $20.7M | $14.0M | 2.62% | -24,929 | 2026-03-31 |
| 12 | URI | UNITED RENTALS INC | 25.2K | $18.4M | $27.2M | 5.08% | -1,322 | 2026-03-31 |
| 13 | — | CHUBB LTD SWITZ | 53.9K | $17.6M | $17.6M | 3.28% | -2,640 | 2026-03-31 |
| 14 | CDW | CDW CORP | 144.9K | $17.5M | $21.4M | 4.00% | -7,001 | 2026-03-31 |
| 15 | PGR | PROGRESSIVE CORP | 83.4K | $16.5M | $17.6M | 3.29% | -- | 2026-03-31 |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | 178.4K | $16.5M | $15.9M | 2.98% | -10,329 | 2026-03-31 |
| 17 | CPRT | COPART INC | 462.7K | $15.4M | $13.5M | 2.52% | -23,336 | 2026-03-31 |
| 18 | SPGI | S&P GLOBAL INC | 32.4K | $13.8M | $13.3M | 2.49% | -1,393 | 2026-03-31 |
| 19 | EW | EDWARDS LIFESCIENCES CORP | 171.0K | $13.7M | $14.7M | 2.75% | -9,913 | 2026-03-31 |
| 20 | ZTS | ZOETIS INC | 113.5K | $13.4M | $8.8M | 1.64% | +8.8K | 2026-03-31 |
| 21 | TOL | TOLL BROTHERS INC | 88.3K | $12.0M | $12.9M | 2.40% | -- | 2026-03-31 |
| 22 | IWF | ISHARES TR | 524 | $223K | $248K | 0.05% | -11,495 | 2026-03-31 |
← Scroll →