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CIK: 0000859804
Total reported value
$484.4M
$484.4M
22 檔
39.2%
The Q1 2026 SEC filing reveals that Wedgewood Partners Inc held a total portfolio value of $484.4M, covering 22 public equity positions.
In Q1 2026, Wedgewood Partners Inc adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, TSM, META) accounted for 39.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.25% | +0.14% | -5.01% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.03% | +1.37% | -29.95% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.77% | +1.12% | -4.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 7.08% | +0.73% | -5.45% | |
| 5 | MSI | Motorola Solutions Inc | Stock-Tech | 6.09% | -0.46% | -5.27% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.65% | +1.24% | -4.62% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 5.18% | +1.14% | -4.75% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.80% | +0.11% | -5.16% | |
| 9 | ODFL | Old Dominion Freight Line | Stock-Industrials | 4.60% | +0.33% | -5.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.30% | +2.36% | +71.47% | |
| 11 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 4.27% | -4.27% | EXIT | |
| 12 | URI | United Rentals Inc | Stock-Industrials | 3.79% | +0.12% | -4.99% | |
| 13 | CB | Chubb Limited | Stock-Financials | 3.63% | +1.16% | -4.67% | |
| 14 | CDW | Cdw Corp/de | Stock-Tech | 3.62% | -3.62% | EXIT | |
| 15 | PGR | Progressive CORP | Stock-Financials | 3.41% | +1.38% | — | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.40% | -0.12% | -5.47% | |
| 17 | CPRT | Copart Inc | Stock-Industrials | 3.17% | -0.56% | -4.80% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 2.84% | -0.21% | -4.13% | |
| 19 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.83% | +0.25% | -5.48% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 2.77% | -2.77% | EXIT | |
| 21 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 2.49% | +0.59% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | -0.05% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.8% | +71.47% | Add |
| 2 | ODFL | Old Dominion Freight Line | +1.1% | -5.09% | Trim |
| 3 | MSI | Motorola Solutions Inc | +1% | -5.27% | Trim |
| 4 | CB | Chubb Limited | +0.3% | -4.67% | Trim |
| 5 | ZTS | Zoetis Inc | +0.3% | +8.44% | Add |
| 6 | ORLY | O'reilly Automotive Inc | +0.2% | -5.47% | Trim |
| 7 | EW | Edwards Lifesciences CORP | -0.1% | -5.48% | Trim |
| 8 | AAPL | Apple Inc | -0.2% | -5.45% | Trim |
| 9 | TSCO | Tractor Supply Company | -0.2% | -5.18% | Trim |
| 10 | URI | United Rentals Inc | -0.2% | -4.99% | Trim |
| 11 | CDW | Cdw Corp/de | -0.2% | -4.61% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.01% | Trim |
| 13 | CPRT | Copart Inc | -0.4% | -4.80% | Trim |
| 14 | SPGI | S&p Global Inc | -0.5% | -4.13% | Trim |
| 15 | V | Visa Inc-class A Shares | -0.5% | -4.75% | Trim |
| 16 | META | Meta Platforms Inc-class A | -0.8% | -4.82% | Trim |
| 17 | IWF | Ishares Russell 1000 Growth | -1% | -95.64% | Trim |
| 18 | BKNG | Booking Holdings Inc | -1% | -5.16% | Trim |
| 19 | MSFT | Microsoft CORP | -1.4% | -4.62% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -1.5% | -29.95% | Trim |
| 21 | PGR | Progressive CORP | — | NEW | New buy |
| 22 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 23 | TOL | Toll Brothers Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Wedgewood Partners Inc reported a total U.S. public equity portfolio value of $484.4M across 22 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PGR
市值: $16.5M
Top Position Liquidated / Trimmed
PYPL
前期市值: $12.6M
During Q1 2026, Wedgewood Partners Inc's top holdings by market value included GOOGL (9.3%)、TSM (9.0%)、META (7.8%). The largest single position, GOOGL, represented 9.3% of total portfolio value.
In Q1 2026, Wedgewood Partners Inc made 23 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 18 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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