Investor
WEDGEWOOD PARTNERS INC
CIK 0000859804 · filed 2026-05-15 · SEC filing
13F book
$484.3M
Positions
22
2 new · 1 sold
Largest name
9.2%
Alphabet Inc
Est. mark
−$33M
Price effect on 20 names still held. Flow −$18.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 155.7K | $44.8M | 9.2% | −$3.96M | Cut−$6.53M |
| Taiwan Semiconductor Mfg Ltd | — | 129.4K | $43.7M | 9.0% | $4.41M | Cut−$12.4M |
| Meta Platforms, Inc. | META | 65.8K | $37.6M | 7.8% | −$5.79M | Cut−$7.99M |
| Apple Inc. | AAPL | 135.1K | $34.3M | 7.1% | −$2.44M | Cut−$4.56M |
| Motorola Solutions, Inc. | MSI | 67.9K | $29.5M | 6.1% | $3.44M | Cut$1.99M |
| Microsoft Corp | MSFT | 73.9K | $27.4M | 5.7% | −$8.39M | Cut−$10.1M |
| Visa Inc. | V | 83K | $25.1M | 5.2% | −$4.02M | Cut−$5.48M |
| Booking Holdings Inc. | BKNG | 5.52K | $23.2M | 4.8% | −$6.32M | Cut−$7.92M |
| Old Dominion Freight Line In | — | 113.9K | $22.3M | 4.6% | $4.4M | Cut$3.44M |
| Amazon Com Inc | AMZN | 99.9K | $20.8M | 4.3% | −$1.31M | Added$7.36M |
| Tractor Supply Co | — | 456.1K | $20.7M | 4.3% | −$2.15M | Cut−$3.39M |
| United Rentals, Inc. | URI | 25.2K | $18.4M | 3.8% | −$2.04M | Cut−$3.11M |
| Chubb Limited | — | 53.9K | $17.6M | 3.6% | $744.3K | Cut−$79.7K |
| CDW Corp | CDW | 144.9K | $17.5M | 3.6% | −$2.2M | Cut−$3.15M |
| Progressive Corp | — | 83.4K | $16.5M | 3.4% | — | New |
| Oreilly Automotive Inc | — | 178.4K | $16.5M | 3.4% | $196.2K | Cut−$745.9K |
| Copart Inc | CPRT | 462.7K | $15.4M | 3.2% | −$2.75M | Cut−$3.67M |
| S&P Global Inc. | SPGI | 32.4K | $13.8M | 2.8% | −$3.15M | Cut−$3.88M |
| Edwards Lifesciences Corp | EW | 171K | $13.7M | 2.8% | −$883.9K | Cut−$1.73M |
| Zoetis Inc. | ZTS | 113.5K | $13.4M | 2.8% | −$796.8K | Added$248.2K |
| Toll Brothers, Inc. | TOL | 88.3K | $12M | 2.5% | — | New |
| Ishares Tr | — | 524 | $223.4K | 0.0% | −$24.6K | Cut−$5.47M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.