Wedgewood Partners Inc

CIK: 859804

Latest Filing

Filed: November 14, 2025

Total Portfolio Value

$547.90M

Total Holdings

19

Report Period

Sep 2025

Accession Number: 0000859804-25-000009
Report Date: September 30, 2025

Top 10 Holdings

TSM
9.6%
META
9.5%
GOOGL
9.2%
AAPL
7.8%
MSFT
7.5%
PYPL
5.9%
BKNG
5.8%
V
5.6%
TSCO
5.1%
MSI
4.8%
Others
29.3%
Showing top 10 of 19 total holdings

Holdings (19)

Latest 13F positions

TS
TAIWAN SEMICONDUCTOR MFG LTD
189.3K$52.87M9.6%
-4%
ME
META PLATFORMS INC
70.6K$51.84M9.5%
+3%
207.2K$50.38M9.2%
+3%
166.9K$42.49M7.8%
+3%
MS
MICROSOFT CORP
79.2K$41.03M7.5%
+3%
PY
PAYPAL HLDGS INC
484.7K$32.50M5.9%
+4%
BK
BOOKING HOLDINGS INC
5.9K$31.86M5.8%
+4%
89.1K$30.42M5.6%
+4%
TS
TRACTOR SUPPLY CO
489.9K$27.86M5.1%
+4%
MS
MOTOROLA SOLUTIONS INC
57.6K$26.32M4.8%
+4%
UR
UNITED RENTALS INC
26.9K$25.70M4.7%
+3%
497.0K$22.35M4.1%
+3%
OR
OREILLY AUTOMOTIVE INC
191.7K$20.66M3.8%
+3%
120.5K$19.20M3.5%
+4%
127.5K$18.66M3.4%
+3%
SP
S&P GLOBAL INC
34.7K$16.90M3.1%
+4%
EW
EDWARDS LIFESCIENCES CORP
184.7K$14.36M2.6%
+4%
OD
OLD DOMINION FREIGHT LINE IN
88.5K$12.47M2.3%
+4%
32.3K$10.02M1.8%
+3%