Wedgewood Partners Inc Top Holdings and 13F Report (2025) About Wedgewood Partners IncInvestment ActivityWedgewood Partners Inc has $507.93 million in total holdings as of December 31, 2024.Wedgewood Partners Inc owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.27% of the portfolio was purchased this quarter.About 8.08% of the portfolio was sold this quarter.This quarter, Wedgewood Partners Inc has purchased 19 new stocks and bought additional shares in 1 stock.Wedgewood Partners Inc sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $46,771,149Alphabet $46,763,659Meta Platforms $46,581,181Apple $41,033,180PayPal $40,099,905 Largest New Holdings this Quarter iShares Russell 1000 Growth ETF $1,555,721 Holding Largest Purchases this Quarter Tractor Supply 379,639 shares (about $20.14M)iShares Russell 1000 Growth ETF 3,874 shares (about $1.56M) Largest Sales this Quarter PayPal 25,555 shares (about $2.18M)Alphabet 10,488 shares (about $1.99M)Apple 7,925 shares (about $1.98M)Meta Platforms 3,291 shares (about $1.93M)Taiwan Semiconductor Manufacturing 9,304 shares (about $1.84M) 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 PortfolioSectorTSMTaiwan Semiconductor Manufacturing$46,771,149$1,837,446 ▼-3.8%236,8289.2%Computer and TechnologyGOOGLAlphabet$46,763,659$1,985,376 ▼-4.1%247,0359.2%Computer and TechnologyMETAMeta Platforms$46,581,181$1,926,904 ▼-4.0%79,5579.2%Computer and TechnologyAAPLApple$41,033,180$1,984,584 ▼-4.6%163,8578.1%Computer and TechnologyPYPLPayPal$40,099,905$2,181,119 ▼-5.2%469,8297.9%Computer and TechnologyVVisa$38,303,600$1,718,936 ▼-4.3%121,1997.5%Business ServicesBKNGBooking$28,897,558$1,346,499 ▼-4.5%5,8165.7%Retail/WholesaleCPRTCopart$28,031,170$1,234,229 ▼-4.2%488,4335.5%Business ServicesUNHUnitedHealth Group$28,016,781$1,341,046 ▼-4.6%55,3845.5%MedicalMSFTMicrosoft$27,489,780$1,123,296 ▼-3.9%65,2195.4%Computer and TechnologyMSIMotorola Solutions$26,111,596$1,210,591 ▼-4.4%56,4905.1%Computer and TechnologyTSCOTractor Supply$25,447,390$20,143,666 ▲379.8%479,5965.0%Retail/WholesaleEWEdwards Lifesciences$25,128,447$1,467,349 ▼-5.5%339,4364.9%MedicalCDWCDW$15,741,469$940,517 ▼-5.6%90,4473.1%Computer and TechnologySPGIS&P Global$11,633,995$508,987 ▼-4.2%23,3602.3%Business ServicesPOOLPool$10,163,297$1,268,963 ▼-11.1%29,8102.0%Consumer DiscretionaryODFLOld Dominion Freight Line$10,126,387$515,439 ▼-4.8%57,4062.0%TransportationORLYO'Reilly Automotive$10,036,611$424,516 ▼-4.1%8,4642.0%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,555,721$1,555,721 ▲New Holding3,8740.3%ETFTPLTexas Pacific Land$0$18,024,367 ▼-100.0%00.0%Oils/EnergyShowing 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.
