Wedgewood Partners INC

ContrarianQuality / disciplined sizing

Total reported value

$484.3M

Reporting period: 2026-03-31 · Number of holdings: 22

WEDGEWOOD PARTNERS INC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $484.3M and a quarterly turnover rate of 26.4%.

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Personality snowflake

Concentration: 22.32
Portfolio Stability: 26.36
Momentum/Contrarian: 0
Sector conviction: 61.32
Diversification: 44
Sizing Uniformity: 95.12

Recent moves

Add AMZN
+71.5%　$7.4M
Trim TSM
-30.0%　-$12.4M
Trim MSFT
-4.6%　-$10.1M
Add ODFL
-5.1%　$3.4M
Trim BKNG
-5.2%　-$7.9M
Trim IWF
-95.6%　-$5.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	9.25%	-0.33%	-5.01%
2	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	9.03%	-1.45%	-29.95%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	7.77%	-0.75%	-4.82%
4	AAPL	Apple INC	Stock-Tech	7.08%	-0.18%	-5.45%
5	MSI	Motorola Solutions INC	Stock-Tech	6.09%	+0.96%	-5.27%
6	MSFT	Microsoft CORP	Stock-Tech	5.65%	-1.35%	-4.62%
7	V	Visa Inc-class A Shares	Stock-Financials	5.18%	-0.53%	-4.75%
8	BKNG	Booking Holdings INC	Stock-Consumer Disc	4.80%	-1.02%	-5.16%
9	ODFL	Old Dominion Freight Line	Stock-Industrials	4.60%	+1.08%	-5.09%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	4.30%	+1.79%	+71.47%
11	TSCO	Tractor Supply Company	Stock-Consumer Disc	4.27%	-0.22%	-5.18%
12	URI	United Rentals INC	Stock-Industrials	3.79%	-0.22%	-4.99%
13	CB	Chubb Limited	Stock-Financials	3.63%	+0.34%	-4.67%
14	CDW	Cdw Corp/de	Stock-Tech	3.62%	-0.24%	-4.61%
15	PGR	Progressive CORP	Stock-Financials	3.41%	+3.41%	NEW
16	ORLY	O'reilly Automotive INC	Stock-Consumer Disc	3.40%	+0.19%	-5.47%
17	CPRT	Copart INC	Stock-Industrials	3.17%	-0.38%	-4.80%
18	SPGI	S&p Global INC	Stock-Financials	2.84%	-0.46%	-4.13%
19	EW	Edwards Lifesciences CORP	Stock-Healthcare	2.83%	-0.05%	-5.48%
20	ZTS	Zoetis INC	Stock-Healthcare	2.77%	+0.31%	+8.44%
21	TOL	Toll Brothers INC	Stock-Consumer Disc	2.49%	+2.49%	NEW
22	IWF	Ishares Russell 1000 Growth	ETF-Other	0.05%	-1.01%	-95.64%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	22	$484.3M	26	1GOOGL 2TSM 3META Top holdings2026-03-31 1.GOOGL 2.TSM 3.META 4.AAPL 5.MSI 6.MSFT 7.V 8.BKNG 9.ODFL 10.AMZN
2025-12-31	21	$535.5M	21	1TSM 2GOOGL 3META Top holdings2025-12-31 1.TSM 2.GOOGL 3.META 4.AAPL 5.MSFT 6.BKNG 7.V 8.MSI 9.TSCO 10.URI
2025-09-30	19	$547.9M	18	1TSM 2META 3GOOGL Top holdings2025-09-30 1.TSM 2.META 3.GOOGL 4.AAPL 5.MSFT 6.PYPL 7.BKNG 8.V 9.TSCO 10.MSI
2025-06-30	19	$515.2M	0	1META 2TSM 3MSFT Top holdings2025-06-30 1.META 2.TSM 3.MSFT 4.GOOGL 5.AAPL 6.PYPL 7.BKNG 8.V 9.TSCO 10.MSI
2025-03-31	20	$496.5M	100	1TSM 2META 3GOOGL Top holdings2025-03-31 1.TSM 2.META 3.GOOGL 4.AAPL 5.MSFT 6.PYPL 7.V 8.CPRT 9.BKNG 10.TSCO
2024-12-31	19	$507.9M	0	1TSM 2GOOGL 3META Top holdings2024-12-31 1.TSM 2.GOOGL 3.META 4.AAPL 5.PYPL 6.V 7.BKNG 8.CPRT 9.UNH 10.MSFT
2024-09-30	19	$550.8M	0	1META 2GOOGL 3TSM Top holdings2024-09-30 1.META 2.GOOGL 3.TSM 4.PYPL 5.V 6.AAPL 7.UNH 8.BKNG 9.CPRT 10.MSI
2024-06-30	19	$490.1M	0	1META 2GOOGL 3TSM Top holdings2024-06-30 1.META 2.GOOGL 3.TSM 4.AAPL 5.V 6.UNH 7.PYPL 8.MSFT 9.TSCO 10.CPRT
2024-03-31	19	$499.8M	0	1GOOGL 2META 3TSM Top holdings2024-03-31 1.GOOGL 2.META 3.TSM 4.V 5.AAPL 6.PYPL 7.UNH 8.MSFT 9.MSI 10.CPRT
2023-12-31	20	$475.2M	0	1META 2GOOGL 3V Top holdings2023-12-31 1.META 2.GOOGL 3.V 4.AAPL 5.TSM 6.PYPL 7.MSFT 8.CPRT 9.MSI 10.UNH
2023-09-30	21	$417.9M	0	1META 2GOOGL 3AAPL Top holdings2023-09-30 1.META 2.GOOGL 3.AAPL 4.MSI 5.V 6.CDW 7.UNH 8.CPRT 9.MSFT 10.TSM
2023-06-30	54	$620.3M	0	1AAPL 2META 3MSI Top holdings2023-06-30 1.AAPL 2.META 3.MSI 4.V 5.GOOG 6.MSFT 7.TSCO 8.UNH 9.TSM 10.CPRT
2023-03-31	57	$589.7M	0	1AAPL 2MSI 3V Top holdings2023-03-31 1.AAPL 2.MSI 3.V 4.TSCO 5.META 6.GOOG 7.UNH 8.CDW 9.MSFT 10.TSM
2022-12-31	61	$544.3M	0	1AAPL 2MSI 3V Top holdings2022-12-31 1.AAPL 2.MSI 3.V 4.TSCO 5.UNH 6.MSFT 7.CDW 8.GOOG 9.EW 10.CPRT
2022-09-30	60	$531.5M	0	1AAPL 2MSI 3V Top holdings2022-09-30 1.AAPL 2.MSI 3.V 4.TSCO 5.MSFT 6.UNH 7.GOOG 8.CDW 9.EW 10.META
2022-06-30	60	$578.9M	0	1AAPL 2V 3MSFT Top holdings2022-06-30 1.AAPL 2.V 3.MSFT 4.GOOGL 5.META 6.MSI 7.TSCO 8.EW 9.UNH 10.CDW
2022-03-31	62	$709.0M	0	1AAPL 2META 3V Top holdings2022-03-31 1.AAPL 2.META 3.V 4.TSCO 5.GOOGL 6.MSFT 7.EW 8.MSI 9.TSM 10.CDW
2021-12-31	60	$753.3M	0	1AAPL 2META 3GOOGL Top holdings2021-12-31 1.AAPL 2.META 3.GOOGL 4.TSCO 5.EW 6.V 7.MSFT 8.MSI 9.CDW 10.KEYS
2021-09-30	61	$709.1M	0	1EW 2AAPL 3GOOGL Top holdings2021-09-30 1.EW 2.AAPL 3.GOOGL 4.META 5.MSI 6.TSCO 7.PYPL 8.MSFT 9.CDW 10.V
2021-06-30	60	$690.0M	97	1GOOGL 2AAPL 3META Top holdings2021-06-30 1.GOOGL 2.AAPL 3.META 4.EW 5.PYPL 6.MSI 7.TSCO 8.MSFT 9.KEYS 10.V
2021-03-31	58	$649.5M	21	1GOOGL 2AAPL 3META Top holdings2021-03-31 1.GOOGL 2.AAPL 3.META 4.EW 5.TSCO 6.MSI 7.PYPL 8.MSFT 9.KEYS 10.CDW
2020-12-31	58	$672.3M	12	1AAPL 2EW 3PYPL Top holdings2020-12-31 1.AAPL 2.EW 3.PYPL 4.META 5.GOOGL 6.V 7.MSI 8.TSCO 9.MSFT 10.EA
2020-09-30	54	$632.3M	19	1AAPL 2EW 3TSCO Top holdings2020-09-30 1.AAPL 2.EW 3.TSCO 4.META 5.PYPL 6.V 7.GOOGL 8.MSI 9.MSFT 10.EA
2020-06-30	57	$590.1M	26	1AAPL 2META 3TSCO Top holdings2020-06-30 1.AAPL 2.META 3.TSCO 4.EW 5.V 6.PYPL 7.GOOGL 8.EA 9.MSI 10.SBUX
2020-03-31	62	$527.4M	91	1AAPL 2EW 3META Top holdings2020-03-31 1.AAPL 2.EW 3.META 4.V 5.GOOGL 6.TSCO 7.EA 8.PYPL 9.MSI 10.SBUX
2019-12-31	77	$1.1B	0	1AAPL 2EW 3V Top holdings2019-12-31 1.AAPL 2.EW 3.V 4.META 5.GOOGL 6.BKNG 7.TSCO 8.FAST 9.PYPL 10.SBUX
2019-09-30	77	$1.1B	24	1AAPL 2EW 3V Top holdings2019-09-30 1.AAPL 2.EW 3.V 4.META 5.GOOGL 6.BKNG 7.TSCO 8.FAST 9.PYPL 10.SBUX
2019-06-30	75	$1.2B	31	1AAPL 2V 3META Top holdings2019-06-30 1.AAPL 2.V 3.META 4.EW 5.TSCO 6.BRK-B 7.BKNG 8.FAST 9.PYPL 10.ULTA
2019-03-31	54	$1.4B	22	1EW 2AAPL 3BRK-B Top holdings2019-03-31 1.EW 2.AAPL 3.BRK-B 4.V 5.META 6.TSCO 7.FAST 8.BKNG 9.ULTA 10.GOOGL
2018-12-31	53	$1.5B	28	1BRK-B 2AAPL 3EW Top holdings2018-12-31 1.BRK-B 2.AAPL 3.EW 4.V 5.META 6.BKNG 7.TSCO 8.GOOGL 9.FAST 10.QCOM
2018-09-30	56	$2.0B	25	1AAPL 2BRK-B 3V Top holdings2018-09-30 1.AAPL 2.BRK-B 3.V 4.EW 5.TSCO 6.META 7.QCOM 8.BKNG 9.GOOGL 10.PYPL
2018-06-30	52	$2.0B	90	1AAPL 2BRK-B 3V Top holdings2018-06-30 1.AAPL 2.BRK-B 3.V 4.META 5.EW 6.TSCO 7.BKNG 8.GOOGL 9.QCOM 10.SLB
2018-03-31	52	$2.2B	38	1BRK-B 2AAPL 3EW Top holdings2018-03-31 1.BRK-B 2.AAPL 3.EW 4.V 5.BKNG 6.META 7.FAST 8.ROST 9.TSCO 10.GOOG
2017-12-31	55	$2.5B	18	1BRK-B 2AAPL 3V Top holdings2017-12-31 1.BRK-B 2.AAPL 3.V 4.TSCO 5.GOOG 6.EW 7.FAST 8.QCOM 9.741503 10.ROST
2017-09-30	76	$2.9B	19	1BRK-B 2AAPL 3V Top holdings2017-09-30 1.BRK-B 2.AAPL 3.V 4.GOOG 5.TSCO 6.PYPL 7.FAST 8.741503 9.QCOM 10.SLB
2017-06-30	77	$3.3B	24	1BRK-B 2AAPL3741503 Top holdings2017-06-30 1.BRK-B 2.AAPL 3.741503 4.V 5.KHC 6.GOOG 7.PYPL 8.QCOM 9.SLB 10.FAST
2017-03-31	75	$3.9B	26	1BRK-B 2AAPL 3KHC Top holdings2017-03-31 1.BRK-B 2.AAPL 3.KHC 4.741503 5.V 6.GOOG 7.QCOM 8.SLB 9.PYPL 10.CLB
2016-12-31	78	$4.1B	26	1AAPL 2BRK-B 3KHC Top holdings2016-12-31 1.AAPL 2.BRK-B 3.KHC 4.741503 5.SLB 6.V 7.GOOG 8.CLB 9.QCOM 10.VRSK
2016-09-30	35	$4.8B	16	1AAPL 2BRK-B3741503 Top holdings2016-09-30 1.AAPL 2.BRK-B 3.741503 4.KHC 5.SLB 6.V 7.CTSH 8.GOOG 9.QCOM 10.VRSK
2016-06-30	35	$4.9B	22	1BRK-B 2AAPL 3KHC Top holdings2016-06-30 1.BRK-B 2.AAPL 3.KHC 4.CTSH 5.741503 6.SLB 7.SRCLEUR 8.AXP 9.582839 10.VRSK
2016-03-31	37	$5.5B	22	1AAPL 2BRK-B 3CTSH Top holdings2016-03-31 1.AAPL 2.BRK-B 3.CTSH 4.741503 5.SRCLEUR 6.SLB 7.KHC 8.QCOM 9.LKQ 10.VRSK
2015-12-31	24	$5.8B	26	1BRK-B 2AAPL 3AXP Top holdings2015-12-31 1.BRK-B 2.AAPL 3.AXP 4.QCOM 5.55261f 6.CTSH 7.SLB 8.PRGO 9.741503 10.VRSK
2015-09-30	24	$6.9B	33	1BRK-B 2AAPL 3QCOM Top holdings2015-09-30 1.BRK-B 2.AAPL 3.QCOM 4.AXP 5.55261f 6.CTSH 7.SLB 8.741503 9.TPR 10.VRSK
2015-06-30	22	$7.5B	6	1QCOM 2BRK-B 3AXP Top holdings2015-06-30 1.QCOM 2.BRK-B 3.AXP 4.AAPL 5.55261f 6.CTSH 7.TPR 8.SLB 9.NOVEUR 10.LKQ
2015-03-31	22	$7.5B	9	1QCOM 2BRK-B 3AXP Top holdings2015-03-31 1.QCOM 2.BRK-B 3.AXP 4.AAPL 5.CTSH 6.55261f 7.TPR 8.SLB 9.NOVEUR 10.VRSK
2014-12-31	22	$7.4B	25	1QCOM 2BRK-B 3AXP Top holdings2014-12-31 1.QCOM 2.BRK-B 3.AXP 4.CTSH 5.AAPL 6.55261f 7.TPR 8.SRCLEUR 9.SLB 10.NOVEUR
2014-09-30	21	$6.2B	12	1BRK-B 2QCOM 3AAPL Top holdings2014-09-30 1.BRK-B 2.QCOM 3.AAPL 4.268648 5.AXP 6.CTSH 7.55261f 8.TPR 9.SRCLEUR 10.PRGO
2014-06-30	22	$5.7B	32	1AAPL 2BRK-B 3QCOM Top holdings2014-06-30 1.AAPL 2.BRK-B 3.QCOM 4.AXP 5.268648 6.CTSH 7.55261f 8.SRCLEUR 9.TPR 10.SLB
2014-03-31	21	$5.4B	36	1BRK-B 2AAPL 3AXP Top holdings2014-03-31 1.BRK-B 2.AAPL 3.AXP 4.QCOM 5.268648 6.CTSH 7.55261f 8.CMI 9.SRCLEUR 10.PRGO
2013-12-31	21	$4.8B	28	1AAPL 2CTSH 3QCOM Top holdings2013-12-31 1.AAPL 2.CTSH 3.QCOM 4.BRK-B 5.268648 6.AXP 7.38259p 8.55261f 9.CMI 10.PRGO
2013-09-30	22	$4.2B	87	1AAPL 2BRK-B 3QCOM Top holdings2013-09-30 1.AAPL 2.BRK-B 3.QCOM 4.CTSH 5.268648 6.AXP 7.38259p 8.CMI 9.PRGO 10.SRCLEUR
2013-06-30	21	$3.5B	0	13783312BRK-B 3CTSH Top holdings2013-06-30 1.378331 2.BRK-B 3.CTSH 4.QCOM 5.268648 6.AXP 7.38259P 8.CMI 9.SCHW 10.TPR

Holding changes this quarter

Wedgewood Partners INC's most significant position changes for 2026-03-31: New buy: Progressive CORP (PGR); Sold out: Paypal Holdings INC (PYPL); New buy: Toll Brothers INC (TOL); Add: Amazon.com INC (AMZN) — shares +71.47%; Trim: Taiwan Semiconductor-sp Adr (TSM) — shares -29.95%.

Position changes disclosed by Wedgewood Partners INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is Wedgewood Partners INC and what type of investor is it?

Wedgewood Partners INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $484.3M, spread across 22 disclosed positions.

What are Wedgewood Partners INC's largest equity positions?

Based on the latest 13F filing, Wedgewood Partners INC's top holdings by market value are: 1. Alphabet Inc-cl A (GOOGL) — $44.8M (9.3%) 2. Taiwan Semiconductor-sp Adr (TSM) — $43.7M (9.0%) 3. Meta Platforms Inc-class A (META) — $37.6M (7.8%) 4. Apple INC (AAPL) — $34.3M (7.1%) 5. Motorola Solutions INC (MSI) — $29.5M (6.1%)

What changes did Wedgewood Partners INC make in its most recent portfolio filing?

In the latest reported quarter, Wedgewood Partners INC made 23 notable position adjustments: 2 new positions were initiated, 2 existing holdings were added to, 18 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Progressive CORP (PGR); Sold out: Paypal Holdings INC (PYPL); New buy: Toll Brothers INC (TOL); Add: Amazon.com INC (AMZN) — shares +71.47%; Trim: Taiwan Semiconductor-sp Adr (TSM) — shares -29.95%

What sectors does Wedgewood Partners INC focus on?

Wedgewood Partners INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.5% • Consumer Discretionary: 19.3% • Communication Services: 17.0% • Financials: 15.1% • Industrials: 11.6% • Health Care: 5.6%