Wedgewood Partners Inc Top Holdings and 13F Report (2025) About Wedgewood Partners IncInvestment ActivityWedgewood Partners Inc has $515.19 million in total holdings as of June 30, 2025.Wedgewood Partners Inc owns shares of 19 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 6.23% of the portfolio was sold this quarter.This quarter, Wedgewood Partners Inc has purchased 20 new stocks and bought additional shares in 5 stocks.Wedgewood Partners Inc sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Meta Platforms $53,049,206Taiwan Semiconductor Manufacturing $47,202,444Microsoft $41,032,945Alphabet $39,262,093Apple $32,913,651 Largest New Holdings this Quarter 98978V103 - Zoetis $18,724,701 Holding Largest Purchases this Quarter Zoetis 123,343 shares (about $18.72M)O'Reilly Automotive 172,617 shares (about $17.50M)United Rentals 1,234 shares (about $1.07M)Old Dominion Freight Line 2,949 shares (about $425.72K)Pool 968 shares (about $299.90K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 39,313 shares (about $9.40M)Alphabet 46,625 shares (about $9.09M)Visa 4,085 shares (about $1.40M)Edwards Lifesciences 13,784 shares (about $1.10M)Meta Platforms 1,223 shares (about $949.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWedgewood Partners Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$53,049,206$949,498 ▼-1.8%68,33010.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$47,202,444$9,395,796 ▼-16.6%197,5009.2%Computer and TechnologyMSFTMicrosoft$41,032,945$297,818 ▼-0.7%76,6058.0%Computer and TechnologyGOOGLAlphabet$39,262,093$9,093,730 ▼-18.8%201,3037.6%Computer and TechnologyAAPLApple$32,913,651$658,041 ▼-2.0%161,8576.4%Computer and TechnologyPYPLPayPal$31,681,846$539,591 ▼-1.7%465,8416.1%Business ServicesBKNGBooking$30,968,872$854,314 ▼-2.7%5,6556.0%Retail/WholesaleVVisa$29,289,143$1,397,686 ▼-4.6%85,6035.7%Business ServicesTSCOTractor Supply$28,129,559$434,290 ▼-1.5%472,7665.5%Retail/WholesaleMSIMotorola Solutions$24,458,277$439,088 ▼-1.8%55,5914.7%Computer and TechnologyURIUnited Rentals$22,637,730$1,071,824 ▲5.0%26,0634.4%ConstructionCPRTCopart$21,968,510$371,226 ▼-1.7%480,2914.3%Business ServicesCDWCDW$19,989,385$147,868 ▲0.7%116,1233.9%Computer and TechnologySPGIS&P Global$18,851,188$342,882 ▼-1.8%33,4823.7%FinanceORLYO'Reilly Automotive$18,774,738$17,498,186 ▲1,370.7%185,2103.6%Retail/WholesaleZTSZoetis$18,724,701$18,724,701 ▲New Holding123,3433.6%MedicalEWEdwards Lifesciences$14,258,743$1,103,961 ▼-7.2%178,0342.8%MedicalODFLOld Dominion Freight Line$12,316,851$425,720 ▲3.6%85,3202.4%TransportationPOOLPool$9,679,737$299,897 ▲3.2%31,2441.9%Consumer DiscretionaryUNHUnitedHealth Group$0$3,173,119 ▼-100.0%00.0%MedicalIWFiShares Russell 1000 Growth ETF$0$3,032,317 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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