Wedgewood Partners Inc
$484M
18
71.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $50.4M | 10.40% | 0.00% | -18.4% | Q2 2021 |
 GOOGL | $45.5M | 9.39% | 0.00% | -18.3% | Q3 2015 |
 META | $43.1M | 8.89% | Not reported | +16.2% | Q2 2018 |
 AAPL | $37.8M | 7.81% | 0.00% | -3.3% | Q2 2013 |
 MSFT | $33.4M | 6.89% | 0.00% | +21.1% | Q1 2020 |
 AMZN | $32.3M | 6.66% | 0.00% | +35.6% | Q2 2023 |
 V | $30.6M | 6.32% | 0.00% | +7.4% | Q2 2013 |
 MSI | $27.3M | 5.63% | 0.04% | -3.4% | Q2 2019 |
 ODFL | $23.9M | 4.93% | 0.05% | -3.2% | Q4 2018 |
 BKNG | $23.8M | 4.91% | 0.02% | -3.3% | Q2 2018 |
 PGR | $23.2M | 4.79% | 0.02% | +27.5% | Q2 2021 |
 CB | $23.2M | 4.79% | 0.02% | +26.3% | Q4 2025 |
 URI | $19M | 3.91% | 0.03% | -33.6% | Q1 2025 |
 ORLY | $15.9M | 3.28% | 0.02% | -3.2% | Q3 2023 |
 EW | $14.9M | 3.08% | 0.03% | -3.4% | Q1 2017 |
 TOL | $14.9M | 3.08% | 0.10% | +2.6% | Q1 2026 |
 SPGI | $12.8M | 2.63% | 0.01% | -3.2% | Q1 2020 |
 CPRT | $12.6M | 2.61% | 0.05% | -3.2% | Q1 2020 |
| Q1 2026 | |||||
| GOOGL | $44.8M | 9.25% | 0.00% | -5.0% | Q3 2015 |
| TSM | $43.7M | 9.03% | 0.00% | -30.0% | Q2 2021 |
| META | $37.6M | 7.77% | Not reported | -4.8% | Q2 2018 |
| AAPL | $34.3M | 7.08% | 0.00% | -5.5% | Q2 2013 |
| MSI | $29.5M | 6.09% | 0.04% | -5.3% | Q2 2019 |
| MSFT | $27.4M | 5.65% | 0.00% | -4.6% | Q1 2020 |
| V | $25.1M | 5.18% | 0.00% | -4.8% | Q2 2013 |
| BKNG | $23.2M | 4.80% | 0.02% | -5.2% | Q2 2018 |
| ODFL | $22.3M | 4.60% | 0.05% | -5.1% | Q4 2018 |
| AMZN | $20.8M | 4.30% | 0.00% | +71.5% | Q2 2023 |
 TSCO | $20.7M | 4.27% | 0.09% | -5.2% | Q4 2016 |
| URI | $18.4M | 3.79% | 0.04% | -5.0% | Q1 2025 |
| CB | $17.6M | 3.63% | 0.01% | -4.7% | Q4 2025 |
 CDW | $17.5M | 3.62% | 0.11% | -4.6% | Q3 2019 |
| PGR | $16.5M | 3.41% | 0.01% | Not reported | Q2 2021 |
| ORLY | $16.5M | 3.40% | 0.02% | -5.5% | Q3 2023 |
| CPRT | $15.4M | 3.17% | 0.05% | -4.8% | Q1 2020 |
| SPGI | $13.8M | 2.84% | 0.01% | -4.1% | Q1 2020 |
| EW | $13.7M | 2.83% | 0.03% | -5.5% | Q1 2017 |
 ZTS | $13.4M | 2.77% | 0.03% | +8.4% | Q2 2025 |
| TOL | $12M | 2.49% | 0.09% | New | Q1 2026 |
| Q4 2025 | |||||
| TSM | $56.1M | 10.48% | 0.00% | -2.4% | Q2 2021 |
| GOOGL | $51.3M | 9.58% | 0.00% | -20.9% | Q3 2015 |
| META | $45.6M | 8.52% | Not reported | -2.1% | Q2 2018 |
| AAPL | $38.9M | 7.26% | 0.00% | -14.4% | Q2 2013 |
| MSFT | $37.5M | 7.00% | 0.00% | -2.2% | Q1 2020 |
| BKNG | $31.2M | 5.82% | 0.02% | -1.4% | Q2 2018 |
| V | $30.6M | 5.71% | 0.00% | -2.2% | Q2 2013 |
| MSI | $27.5M | 5.13% | 0.04% | +24.6% | Q2 2019 |
| TSCO | $24.1M | 4.49% | 0.09% | -1.8% | Q4 2016 |
| URI | $21.5M | 4.01% | 0.04% | -1.5% | Q1 2025 |
| CDW | $20.7M | 3.86% | 0.12% | +26.0% | Q3 2019 |
| CPRT | $19M | 3.55% | 0.05% | -2.2% | Q1 2020 |
| ODFL | $18.8M | 3.52% | 0.06% | +35.6% | Q4 2018 |
| SPGI | $17.6M | 3.30% | 0.01% | -2.8% | Q1 2020 |
| CB | $17.6M | 3.29% | 0.01% | New | Q4 2025 |
| ORLY | $17.2M | 3.21% | 0.02% | -1.5% | Q3 2023 |
| EW | $15.4M | 2.88% | 0.03% | -2.1% | Q1 2017 |
| AMZN | $13.4M | 2.51% | 0.00% | Not reported | Q2 2023 |
| ZTS | $13.2M | 2.46% | 0.02% | -17.9% | Q2 2025 |
 PYPL | $12.6M | 2.35% | 0.02% | -55.5% | Q3 2015 |
| Q3 2025 | |||||
| TSM | $52.9M | 9.65% | 0.00% | -4.2% | Q2 2021 |
| META | $51.8M | 9.46% | Not reported | +3.3% | Q2 2018 |
| GOOGL | $50.4M | 9.19% | 0.00% | +3.0% | Q3 2015 |
| AAPL | $42.5M | 7.76% | 0.00% | +3.1% | Q2 2013 |
| MSFT | $41M | 7.49% | 0.00% | +3.4% | Q1 2020 |
| PYPL | $32.5M | 5.93% | 0.05% | +4.0% | Q3 2015 |
| BKNG | $31.9M | 5.81% | 0.02% | +4.3% | Q2 2018 |
| V | $30.4M | 5.55% | 0.00% | +4.1% | Q2 2013 |
| TSCO | $27.9M | 5.09% | 0.09% | +3.6% | Q4 2016 |
| MSI | $26.3M | 4.80% | 0.03% | +3.5% | Q2 2019 |
| URI | $25.7M | 4.69% | 0.04% | +3.3% | Q1 2025 |
| CPRT | $22.4M | 4.08% | 0.05% | +3.5% | Q1 2020 |
| ORLY | $20.7M | 3.77% | 0.02% | +3.5% | Q3 2023 |
| CDW | $19.2M | 3.50% | 0.09% | +3.8% | Q3 2019 |
| ZTS | $18.7M | 3.41% | 0.03% | +3.4% | Q2 2025 |
| SPGI | $16.9M | 3.08% | 0.01% | +3.7% | Q1 2020 |
| EW | $14.4M | 2.62% | 0.03% | +3.7% | Q1 2017 |
| ODFL | $12.5M | 2.28% | 0.04% | +3.8% | Q4 2018 |
 POOL | $10M | 1.83% | 0.09% | +3.5% | Q2 2022 |