WEDGEWOOD PARTNERS INC

CIK 859804 · View on SEC EDGAR ↗

Portfolio value
$484.4M
#3,859 of 9,443 by 13F value · top 40.9%
Positions
18
As of
June 30, 2026

Portfolio value QoQ: +0.0% 13F does not disclose cash

Top 10 holdings weight
71.82%
Top 25 holdings weight
100.00%
Positions above 1%
18
Effective number of positions
15.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 11.44% Est. buys $55,404,112 · sells $87,912,574

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 72.0% still held

New positions
0
Increased
8
Decreased
10
Closed
4
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-3.8%
S&P 500 total return (same window)
+28.1%
Excess return
-31.9%

Annualized: -2.6% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.7% · Options excluded: 0.0%

Sector breakdown

Technology
25.1%
Communication Services
18.3%
Industrials
11.4%
Retail
9.9%
Financials
9.6%
Financial Services
9.0%
Communications
5.6%
Consumer Discretionary
4.9%
Health Care
3.1%
Consumer products
3.1%

Full portfolio 18 positions

Type Streak 8Q trend
TSM Taiwan Semiconductor Manufacturing Company Ltd. $50,383,055 10.40% 105,499 $6,668,116 Down ×6
GOOGL Alphabet Inc. - Class A Common Stock $45,470,575 9.39% 127,237 $697,331 Down ×3
META Meta Platforms, Inc. - Class A Common Stock $43,075,494 8.89% 76,471 $5,426,416 Up ×1
AAPL Apple Inc. - Common Stock $37,814,225 7.81% 130,682 $3,520,080 Down ×3
MSFT Microsoft Corporation - Common Stock $33,391,897 6.89% 89,518 $6,029,191 Up ×1
AMZN Amazon.com, Inc. - Common Stock $32,280,770 6.66% 135,440 $11,473,139 Up ×2
V Visa Inc. $30,599,344 6.32% 89,188 $5,510,348 Up ×1
MSI Motorola Solutions, Inc. Common Stock $27,261,012 5.63% 65,643 $-2,223,321 Down ×2
ODFL Old Dominion Freight Line, Inc. - Common Stock $23,888,327 4.93% 110,288 $1,624,165 Down ×2
BKNG Booking Holdings Inc. - Common Stock $23,768,405 4.91% 133,351 $538,566 Up ×1
PGR Progressive Corporation (The) Common Stock $23,212,734 4.79% 106,261 $6,689,034 Up ×1
CB Chubb Limited Common Stock $23,183,491 4.79% 68,039 $5,620,318 Up ×1
URI United Rentals, Inc. Common Stock $18,955,056 3.91% 16,732 $601,520 Down ×3
ORLY O'Reilly Automotive, Inc. - Common Stock $15,898,878 3.28% 172,645 $-568,949 Down ×3
EW Edwards Lifesciences Corporation Common Stock $14,944,716 3.08% 165,208 $1,253,518 Down ×3
TOL Toll Brothers, Inc. Common Stock $14,920,143 3.08% 90,562 $2,873,254 Up ×1
SPGI S&P Global Inc. Common Stock $12,763,035 2.63% 31,339 $-1,005,494 Down ×3
CPRT Copart, Inc. - Common Stock $12,622,016 2.61% 447,748 $-2,741,251 Down ×3

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMZN Bought more +36K +$11.5M
PGR Bought more +23K +$6.7M
TSM Trimmed -24K +$6.7M
MSFT Bought more +16K +$6.0M
CB Bought more +14K +$5.6M
V Bought more +6K +$5.5M
META Bought more +11K +$5.4M
AAPL Trimmed -4K +$3.5M
TOL Bought more +2K +$2.9M
CPRT Trimmed -15K -$2.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
TSCO June 30, 2026 456,094 $20,661,063 10.4%
CDW June 30, 2026 144,870 $17,532,222 -5.4%
ZTS June 30, 2026 113,541 $13,421,666 6.6%
PYPL March 31, 2026 215,900 $12,604,246 37.6%
POOL Dec. 31, 2025 32,322 $10,022,190 -16.5%
UNH June 30, 2025 10,302 $3,173,119 24.2%
IWF June 30, 2025 7,588 $3,032,317 No longer tracked
IWF June 30, 2026 524 $223,434 No longer tracked