Wedgewood Partners Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$484.3M
Q ending 2026-03-31
Prior quarter
$535.5M
Q ending 2025-12-31
Change
-9.6% QoQ · -2.5% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $44.8M | 156K |
| Taiwan Semiconductor Manufac | TSM | Shares | $43.7M | 129K |
| Meta Platforms Inc | META | Shares | $37.6M | 66K |
| Apple Inc | AAPL | Shares | $34.3M | 135K |
| Motorola Solutions Inc | MSI | Shares | $29.5M | 68K |
| Microsoft Corp | MSFT | Shares | $27.4M | 74K |
| Visa Inc | V | Shares | $25.1M | 83K |
| Booking Holdings Inc | BKNG | Shares | $23.2M | 6K |
| Old Dominion Freight Line In | ODFL | Shares | $22.3M | 114K |
| Amazon Com Inc | AMZN | Shares | $20.8M | 100K |
| Tractor Supply Co | TSCO | Shares | $20.7M | 456K |
| United Rentals Inc | URI | Shares | $18.4M | 25K |
| Chubb Ltd Switz | Shares | $17.6M | 54K | |
| Cdw Corp | CDW | Shares | $17.5M | 145K |
| Progressive Corp | PGR | Shares | $16.5M | 83K |
| Oreilly Automotive Inc | ORLY | Shares | $16.5M | 178K |
| Copart Inc | CPRT | Shares | $15.4M | 463K |
| S&P Global Inc | SPGI | Shares | $13.8M | 32K |
| Edwards Lifesciences Corp | EW | Shares | $13.7M | 171K |
| Zoetis Inc | ZTS | Shares | $13.4M | 114K |
| Toll Brothers Inc | TOL | Shares | $12.0M | 88K |
| Ishares Tr | IWF | Shares | $223K | 524 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.