WI
Wedgewood Partners Inc
CIK: 859804
Latest Filing
Filed: February 17, 2026
Portfolio Value
$535.49M
Total Holdings
21
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 23 total holdings
Holdings (23)
Latest 13F positions
TS TAIWAN SEMICONDUCTOR MFG LTD | 184.7K | $56.12M | 10.5% | -2% |
GO ALPHABET INC | 163.9K | $51.30M | 9.6% | -21% |
ME META PLATFORMS INC | 69.1K | $45.63M | 8.5% | -2% |
AA APPLE INC | 142.9K | $38.85M | 7.3% | -14% |
MS MICROSOFT CORP | 77.5K | $37.48M | 7.0% | -2% |
BK BOOKING HOLDINGS INC | 5.8K | $31.15M | 5.8% | -1% |
V VISA INC | 87.2K | $30.57M | 5.7% | -2% |
MS MOTOROLA SOLUTIONS INC | 71.7K | $27.49M | 5.1% | +25% |
TS TRACTOR SUPPLY CO | 481.0K | $24.06M | 4.5% | -2% |
UR UNITED RENTALS INC | 26.5K | $21.46M | 4.0% | -2% |
CD CDW CORP | 151.9K | $20.68M | 3.9% | +26% |
CP COPART INC | 486.1K | $19.03M | 3.6% | -2% |
OD OLD DOMINION FREIGHT LINE IN | 120.1K | $18.82M | 3.5% | +36% |
SP S&P GLOBAL INC | 33.8K | $17.64M | 3.3% | -3% |
CB CHUBB LIMITED | 56.5K | $17.64M | 3.3% | +100% |
OR OREILLY AUTOMOTIVE INC | 188.7K | $17.21M | 3.2% | -2% |
EW EDWARDS LIFESCIENCES CORP | 180.9K | $15.42M | 2.9% | +100% |
AM AMAZON COM INC | 58.3K | $13.45M | 2.5% | +100% |
ZT ZOETIS INC | 104.7K | $13.17M | 2.5% | -18% |
PY PAYPAL HLDGS INC | 215.9K | $12.60M | 2.4% | -55% |