Wedgewood Partners Inc
- Period:
- Q4 2025
- Portfolio date:
- Dec 31, 2025
- No. of stocks:
- 21
- Portfolio value:
- $535,492,000
- Filed:
- Feb 17, 2026
- CIK:
- 859804
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| TSMhist | TAIWAN SEMICONDUCTOR MFG LTD | 10.48 | — | 184,661 | $303.89 | $56.12M |
| GOOGLhist | ALPHABET INC | 9.58 | — | 163,913 | $313.00 | $51.30M |
| METAhist | META PLATFORMS INC | 8.52 | — | 69,135 | $660.09 | $45.63M |
| AAPLhist | APPLE INC | 7.26 | — | 142,920 | $271.86 | $38.85M |
| MSFThist | MICROSOFT CORP | 7.00 | — | 77,496 | $483.62 | $37.48M |
| BKNGhist | BOOKING HOLDINGS INC | 5.82 | — | 5,817 | $5355.68 | $31.15M |
| Vhist | VISA INC | 5.71 | — | 87,151 | $350.71 | $30.57M |
| MSIhist | MOTOROLA SOLUTIONS INC | 5.13 | — | 71,724 | $383.32 | $27.49M |
| TSCOhist | TRACTOR SUPPLY CO | 4.49 | — | 481,023 | $50.01 | $24.06M |
| URIhist | UNITED RENTALS INC | 4.01 | — | 26,514 | $809.35 | $21.46M |
| CDWhist | CDW CORP | 3.86 | — | 151,871 | $136.20 | $20.68M |
| CPRThist | COPART INC | 3.55 | — | 486,085 | $39.15 | $19.03M |
| ODFLhist | OLD DOMINION FREIGHT LINE IN | 3.52 | — | 120,051 | $156.80 | $18.82M |
| SPGIhist | S&P GLOBAL INC | 3.29 | — | 33,764 | $522.57 | $17.64M |
| CBhist | CHUBB LIMITED | 3.29 | — | 56,526 | $312.12 | $17.64M |
| ORLYhist | OREILLY AUTOMOTIVE INC | 3.21 | — | 188,726 | $91.21 | $17.21M |
| EWhist | EDWARDS LIFESCIENCES CORP | 2.88 | Buy | 180,882 | $85.25 | $15.42M |
| AMZNhist | AMAZON COM INC | 2.51 | — | 58,266 | $230.82 | $13.45M |
| ZTShist | ZOETIS INC | 2.46 | — | 104,701 | $125.82 | $13.17M |
| PYPLhist | PAYPAL HLDGS INC | 2.35 | — | 215,900 | $58.38 | $12.60M |
| ETHBhist | ISHARES TR | 1.06 | — | 12,019 | $473.33 | $5.69M |
| EWhist | EDWARDS LIFESCIENCES CORP | 0.00 | Sell | 0 | — | $0 |