WEDGEWOOD PARTNERS INC

Registered adviser

CIK

859804

Location

ST LOUIS, MO

Portfolio Value

Small $484,434,017

Diversification

Diversified

Reports for

RiverPark Advisors, LLC

Filing Date

Global Rank

#3,919 / 8,819 ▼ 316

Top Industry

Internet Content & Information 18.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Confidential Treatment — This manager has requested confidential treatment for one or more investments in the most recent 13F filing. The portfolio shown may be incomplete.

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 21923

Roster of Oct 1, 2026

Regulatory AUM

$560,727,211

Main clients

Individuals and high net worth (69% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$560,727,211	Individuals and high net worth (69%)
Mar 2025 to Mar 2026	$539,692,744	Individuals and high net worth (66%)
Apr 2024 to Feb 2025	$464,563,491	Individuals and high net worth (68%)
May 2023 to Mar 2024	$619,461,035	Individuals and high net worth (74%)
Apr 2023	$619,461,035	Individuals and high net worth (74%)
Apr 2022 to Mar 2023	$838,065,011	Individuals and high net worth (74%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.8% of the book (60%+)

Turnover

Low turnover

24.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.3 quarters (12+), a floor since 53.2% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 74.8%; sector active share 32.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.4%

+1.2 pts

Top 5

43.4%

+4.2 pts

Top 10

71.8%

+8.1 pts

HHI

653

Diversified+95

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$148,850,185	4
Financial Services	18.5%	$89,758,953	4
Communication Services	18.3%	$88,546,035	2
Consumer Cyclical	17.9%	$86,868,218	4
Industrials	11.4%	$55,465,911	3
Healthcare	3.1%	$14,944,715	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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	+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

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
TSCO	Tractor Supply Co	456,094	$20,661,058
CDW	CDW Corp	144,870	$17,532,167
ZTS	Zoetis Inc.	113,541	$13,421,681
IWF	iShares Russell 1000 Growth ETF	524	$223,433
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

18 tracked positions · $484,434,017 total · filing declares 18 positions · $484,433,173 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	105,499	-23,854	$50,383,157	+15.3%	21	$113.45	10.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	127,237	-28,464	$45,470,686	+1.6%	26+	before history	9.39%
META	Meta Platforms, Inc. Communication Services	Added	76,471	+10,666	$43,075,349	+14.4%	26+	before history	8.89%
AAPL	Apple Inc. Technology	Reduced	130,682	-4,446	$37,814,143	+10.3%	26+	before history	7.81%
MSFT	Microsoft Corp Technology	Added	89,518	+15,599	$33,392,004	+22.0%	26+	before history	6.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	135,440	+35,533	$32,280,769	+55.1%	3	$231.97	6.66%
V	Visa Inc. Financial Services	Added	89,188	+6,178	$30,599,510	+22.0%	26+	before history	6.32%
MSI	Motorola Solutions, Inc. Technology	Reduced	65,643	-2,298	$27,260,881	−7.5%	26+	before history	5.63%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	110,288	-3,653	$23,888,380	+7.3%	22	$138.23	4.93%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	133,351	+127,834	$23,768,482	+2.3%	22	$97.08	4.91%
PGR	Progressive Corp Financial Services	Added	106,261	+22,909	$23,212,715	+40.5%	2	$205.35	4.79%
CB	Chubb Ltd Financial Services	Added	68,039	+14,153	$23,183,608	+32.0%	3	$299.43	4.79%
URI	United Rentals, Inc. Industrials	Reduced	16,732	-8,460	$18,955,515	+3.3%	6	$693.11	3.91%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	172,645	-5,752	$15,898,878	−3.5%	12	$71.69	3.28%
EW	Edwards Lifesciences Corp Healthcare	Reduced	165,208	-5,761	$14,944,715	+9.2%	26+	before history	3.08%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	90,562	+2,287	$14,920,089	+23.9%	2	$146.72	3.08%
SPGI	S&P Global Inc. Financial Services	Reduced	31,339	-1,032	$12,763,120	−7.3%	26+	before history	2.63%
CPRT	Copart Inc Industrials	Reduced	447,748	-15,001	$12,622,016	−17.8%	26+	before history	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.