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CIK: 0000859804
Total reported value
$484.4M
$484.4M
19 檔
40.8%
The Q1 2024 SEC filing reveals that Wedgewood Partners Inc held a total portfolio value of $484.4M, covering 19 public equity positions.
During Q1 2024, Wedgewood Partners Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, META, TSM) accounted for 40.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.24% | +0.14% | -1.35% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.28% | +1.12% | -15.86% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.90% | +1.37% | -1.85% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 7.40% | +1.14% | -1.37% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.77% | +0.73% | -1.17% | |
| 6 | PYPL | Paypal Holdings Inc | Stock-Financials | 6.57% | — | -1.41% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.23% | — | +22.28% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.98% | +1.24% | -1.52% | |
| 9 | MSI | Motorola Solutions Inc | Stock-Tech | 5.87% | -0.46% | -2.34% | |
| 10 | CPRT | Copart Inc | Stock-Industrials | 5.83% | -0.56% | -2.22% | |
| 11 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.72% | -4.27% | EXIT | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.77% | +0.11% | -1.95% | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.43% | +0.25% | -2.08% | |
| 14 | CDW | Cdw Corp/de | Stock-Tech | 4.41% | -3.62% | EXIT | |
| 15 | POOL | Pool CORP | Stock-Industrials | 2.63% | — | -1.72% | |
| 16 | ODFL | Old Dominion Freight Line | Stock-Industrials | 2.29% | +0.33% | +96.84% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 2.19% | -0.21% | -1.77% | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.84% | -0.12% | -1.94% | |
| 19 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.65% | — | +190.85% |
According to official SEC Form 13F filings, Wedgewood Partners Inc reported a total U.S. public equity portfolio value of $484.4M across 19 disclosed positions in Q1 2024.
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During Q1 2024, Wedgewood Partners Inc's top holdings by market value included GOOGL (9.2%)、META (8.3%)、TSM (7.9%). The largest single position, GOOGL, represented 9.2% of total portfolio value.
In Q1 2024, Wedgewood Partners Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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