WEDGEWOOD PARTNERS INC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.7% | $148,850,185 |
| Financial Services | 18.5% | $89,758,953 |
| Communication Services | 18.3% | $88,546,035 |
| Consumer Cyclical | 17.9% | $86,868,218 |
| Industrials | 11.4% | $55,465,911 |
| Healthcare | 3.1% | $14,944,715 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +127,834 | 133,351 | $23,768,482 | |
| AMZN | Amazon Com Inc | +35,533 | 135,440 | $32,280,769 | |
| PGR | Progressive Corp/Oh/ | +22,909 | 106,261 | $23,212,715 | |
| MSFT | Microsoft Corp | +15,599 | 89,518 | $33,392,004 | |
| CB | Chubb Ltd | +14,153 | 68,039 | $23,183,608 | |
| META | Meta Platforms, Inc. | +10,666 | 76,471 | $43,075,349 | |
| V | Visa Inc. | +6,178 | 89,188 | $30,599,510 | |
| TOL | Toll Brothers, Inc. | +2,287 | 90,562 | $14,920,089 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −28,464 | 127,237 | $45,470,686 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −23,854 | 105,499 | $50,383,157 | |
| CPRT | Copart Inc | −15,001 | 447,748 | $12,622,016 | |
| URI | United Rentals, Inc. | −8,460 | 16,732 | $18,955,515 | |
| EW | Edwards Lifesciences Corp | −5,761 | 165,208 | $14,944,715 | |
| ORLY | O Reilly Automotive Inc | −5,752 | 172,645 | $15,898,878 | |
| AAPL | Apple Inc. | −4,446 | 130,682 | $37,814,143 | |
| ODFL | Old Dominion Freight Line, Inc. | −3,653 | 110,288 | $23,888,380 | |
| MSI | Motorola Solutions, Inc. | −2,298 | 65,643 | $27,260,881 | |
| SPGI | S&P Global Inc. | −1,032 | 31,339 | $12,763,120 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 105,499 | $50,383,157 | 10.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 127,237 | $45,470,686 | 9.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 76,471 | $43,075,349 | 8.89% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 130,682 | $37,814,143 | 7.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 89,518 | $33,392,004 | 6.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 135,440 | $32,280,769 | 6.66% | |
| V |
Visa Inc.
Financial Services
|
Added | 89,188 | $30,599,510 | 6.32% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 65,643 | $27,260,881 | 5.63% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Reduced | 110,288 | $23,888,380 | 4.93% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 133,351 | $23,768,482 | 4.91% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 106,261 | $23,212,715 | 4.79% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 68,039 | $23,183,608 | 4.79% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 16,732 | $18,955,515 | 3.91% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 172,645 | $15,898,878 | 3.28% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 165,208 | $14,944,715 | 3.08% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
Added | 90,562 | $14,920,089 | 3.08% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 31,339 | $12,763,120 | 2.63% | |
| CPRT |
Copart Inc
Industrials
|
Reduced | 447,748 | $12,622,016 | 2.61% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.