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CIK: 0000859804
Total reported value
$484.4M
$484.4M
19 檔
45.7%
The Q4 2024 SEC filing reveals that Wedgewood Partners Inc held a total portfolio value of $484.4M, covering 19 public equity positions.
In Q4 2024, Wedgewood Partners Inc adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TSM, GOOGL, META) accounted for 45.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.21% | +1.37% | -3.78% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.21% | +0.14% | -4.07% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.17% | +1.12% | -3.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.08% | +0.73% | -4.61% | |
| 5 | PYPL | Paypal Holdings Inc | Stock-Financials | 7.89% | — | -5.16% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 7.54% | +1.14% | -4.29% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.69% | +0.11% | -4.45% | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 5.52% | -0.56% | -4.22% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.52% | — | -4.57% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 5.41% | +1.24% | -3.93% | |
| 11 | MSI | Motorola Solutions Inc | Stock-Tech | 5.14% | -0.46% | -4.43% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.01% | -4.27% | EXIT | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.95% | +0.25% | -5.52% | |
| 14 | CDW | Cdw Corp/de | Stock-Tech | 3.10% | -3.62% | EXIT | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 2.29% | -0.21% | -4.19% | |
| 16 | POOL | Pool CORP | Stock-Industrials | 2.00% | — | -11.10% | |
| 17 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.99% | +0.33% | -4.84% | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.98% | -0.12% | -4.06% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.05% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | -4.61% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -3.78% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -4.07% | Trim |
| 4 | EW | Edwards Lifesciences CORP | +0.6% | -5.52% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -3.97% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.4% | -4.29% | Trim |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | NEW | New buy |
| 8 | BKNG | Booking Holdings Inc | +0.2% | -4.45% | Trim |
| 9 | MSFT | Microsoft CORP | +0.2% | -3.93% | Trim |
| 10 | CPRT | Copart Inc | +0.2% | -4.22% | Trim |
| 11 | PYPL | Paypal Holdings Inc | 0% | -5.16% | Trim |
| 12 | SPGI | S&p Global Inc | 0% | -4.19% | Trim |
| 13 | ORLY | O'reilly Automotive Inc | — | -4.06% | Trim |
| 14 | TSCO | Tractor Supply Company | -0.1% | +379.80% | Add |
| 15 | CDW | Cdw Corp/de | -0.1% | -5.64% | Trim |
| 16 | POOL | Pool CORP | -0.1% | -11.10% | Trim |
| 17 | MSI | Motorola Solutions Inc | -0.2% | -4.43% | Trim |
| 18 | ODFL | Old Dominion Freight Line | -0.5% | -4.84% | Trim |
| 19 | UNH | Unitedhealth Group Inc | -0.9% | -4.57% | Trim |
| 20 | TPL | Texas Pacific Land CORP | -3.3% | EXIT | Sold out |
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 Q4 2024.
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Top New Position Initiated
IWF
市值: $1.6M
Top Position Liquidated / Trimmed
TPL
前期市值: $18.0M
During Q4 2024, Wedgewood Partners Inc's top holdings by market value included TSM (9.2%)、GOOGL (9.2%)、META (9.2%). The largest single position, TSM, represented 9.2% of total portfolio value.
In Q4 2024, Wedgewood Partners Inc made 20 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 17 holdings, and fully liquidating 1 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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