WI

Wedgewood Partners Inc

CIK: 859804

Portfolio Value

$535.49M

Total Holdings

21

Report Period

Dec 2025

Top 10 Holdings

TSM
10.5%
GOOGL
9.6%
META
8.5%
AAPL
7.3%
MSFT
7.0%
BKNG
5.8%
V
5.7%
MSI
5.1%
TSCO
4.5%
URI
4.0%
Others
32.0%
Showing top 10 of 23 total holdings

Holdings (23)

Latest 13F positions

TS
TAIWAN SEMICONDUCTOR MFG LTD
184.7K$56.12M10.5%
-2%
163.9K$51.30M9.6%
-21%
ME
META PLATFORMS INC
69.1K$45.63M8.5%
-2%
142.9K$38.85M7.3%
-14%
MS
MICROSOFT CORP
77.5K$37.48M7.0%
-2%
BK
BOOKING HOLDINGS INC
5.8K$31.15M5.8%
-1%
87.2K$30.57M5.7%
-2%
MS
MOTOROLA SOLUTIONS INC
71.7K$27.49M5.1%
+25%
TS
TRACTOR SUPPLY CO
481.0K$24.06M4.5%
-2%
UR
UNITED RENTALS INC
26.5K$21.46M4.0%
-2%
151.9K$20.68M3.9%
+26%
486.1K$19.03M3.6%
-2%
OD
OLD DOMINION FREIGHT LINE IN
120.1K$18.82M3.5%
+36%
SP
S&P GLOBAL INC
33.8K$17.64M3.3%
-3%
CB
CHUBB LIMITED
56.5K$17.64M3.3%
+100%
OR
OREILLY AUTOMOTIVE INC
188.7K$17.21M3.2%
-2%
EW
EDWARDS LIFESCIENCES CORP
180.9K$15.42M2.9%
+100%
AM
AMAZON COM INC
58.3K$13.45M2.5%
+100%
104.7K$13.17M2.5%
-18%
PY
PAYPAL HLDGS INC
215.9K$12.60M2.4%
-55%