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CIK: 0000859804
Total reported value
$484.4M
$484.4M
19 檔
44.1%
As reported in its official Q2 2025 Form 13F filing, Wedgewood Partners Inc's tracked investment portfolio stood at $484.4M with 19 total positions.
In Q2 2025, Wedgewood Partners Inc adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.30% | +1.12% | -1.76% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.16% | +1.37% | -16.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.96% | +1.24% | -0.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.62% | +0.14% | -18.81% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.39% | +0.73% | -1.96% | |
| 6 | PYPL | Paypal Holdings Inc | Stock-Financials | 6.15% | — | -1.67% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 6.01% | +0.11% | -2.68% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.69% | +1.14% | -4.55% | |
| 9 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.46% | -4.27% | EXIT | |
| 10 | MSI | Motorola Solutions Inc | Stock-Tech | 4.75% | -0.46% | -1.76% | |
| 11 | URI | United Rentals Inc | Stock-Industrials | 4.39% | +0.12% | +4.97% | |
| 12 | CPRT | Copart Inc | Stock-Industrials | 4.26% | -0.56% | -1.66% | |
| 13 | CDW | Cdw Corp/de | Stock-Tech | 3.88% | -3.62% | EXIT | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 3.66% | -0.21% | -1.79% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.64% | -0.12% | +1370.74% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 3.63% | -2.77% | EXIT | |
| 17 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.77% | +0.25% | -7.19% | |
| 18 | ODFL | Old Dominion Freight Line | Stock-Industrials | 2.39% | +0.33% | +3.58% | |
| 19 | POOL | Pool CORP | Stock-Industrials | 1.88% | — | +3.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +3.6% | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | +1.1% | -1.76% | Trim |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.72% | Trim |
| 4 | URI | United Rentals Inc | +0.8% | +4.97% | Add |
| 5 | TSCO | Tractor Supply Company | +0.5% | -1.52% | Trim |
| 6 | ORLY | O'reilly Automotive Inc | +0.3% | +1370.74% | Add |
| 7 | SPGI | S&p Global Inc | +0.1% | -1.79% | Trim |
| 8 | MSI | Motorola Solutions Inc | 0% | -1.76% | Trim |
| 9 | POOL | Pool CORP | — | +3.20% | Add |
| 10 | BKNG | Booking Holdings Inc | -0.1% | -2.68% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -16.60% | Trim |
| 12 | EW | Edwards Lifesciences CORP | -0.2% | -7.19% | Trim |
| 13 | ODFL | Old Dominion Freight Line | -0.5% | +3.58% | Add |
| 14 | CDW | Cdw Corp/de | -0.5% | +0.75% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | -0.6% | EXIT | Sold out |
| 16 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | Sold out |
| 17 | GOOGL | Alphabet Inc-cl A | -0.6% | -18.81% | Trim |
| 18 | AAPL | Apple Inc | -0.7% | -1.96% | Trim |
| 19 | V | Visa Inc-class A Shares | -0.8% | -4.55% | Trim |
| 20 | PYPL | Paypal Holdings Inc | -0.8% | -1.67% | Trim |
| 21 | CPRT | Copart Inc | -1.9% | -1.66% | Trim |
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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including META, TSM, MSFT) accounted for 44.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
ZTS
市值: $18.7M
Top Position Liquidated / Trimmed
UNH
前期市值: $3.2M
During Q2 2025, Wedgewood Partners Inc's top holdings by market value included META (10.3%)、TSM (9.2%)、MSFT (8.0%). The largest single position, META, represented 10.3% of total portfolio value.
In Q2 2025, Wedgewood Partners Inc made 21 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 13 holdings, and fully liquidating 2 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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