WEDGEWOOD PARTNERS INC
Top Portfolio Positions
21 positions ·
$484,060,714 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
155,701 | $44,773,379 | 9.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
129,353 | $43,714,846 | 9.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
65,805 | $37,649,014 | 7.78% | |
| AAPL |
Apple Inc.
Technology
|
135,128 | $34,294,135 | 7.08% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
67,941 | $29,484,355 | 6.09% | |
| MSFT |
Microsoft Corp
Technology
|
73,919 | $27,362,596 | 5.65% | |
| V |
Visa Inc.
Financial Services
|
83,010 | $25,088,942 | 5.18% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
5,517 | $23,228,334 | 4.80% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
113,941 | $22,264,071 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
99,907 | $20,807,630 | 4.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TSCO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,661,058 | 456,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,055,960 | 481,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,861,181 | 489,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,947,861 | 472,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,451,581 | 480,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,447,363 | 479,596 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,816,098 | 99,957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,485,752 | 101,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,427,235 | 103,684 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,528,746 | 105,305 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,366,671 | 107,527 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,139,539 | 161,455 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,991,312 | 169,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,894,871 | 175,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,552,492 | 176,256 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,975,498 | 179,920 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,689,008 | 207,589 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,863,723 | 206,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,529,636 | 210,494 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,916,145 | 212,731 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,942,037 | 224,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,235,117 | 257,331 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,666,734 | 337,196 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,419,373 | 357,363 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,597,909 | 390,178 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||