Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEDGEWOOD PARTNERS INC (CIK 859804) reported $484.3M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($44.8M, 9.25%), TSM ($43.7M, 9.03%), META ($37.6M, 7.77%), AAPL ($34.3M, 7.08%), MSI ($29.5M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $44.8M | 9.25% | 155,701 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.7M | 9.03% | 129,353 | Trimmed |
| 3 | META | META PLATFORMS INC | $37.6M | 7.77% | 65,805 | Trimmed |
| 4 | AAPL | APPLE INC | $34.3M | 7.08% | 135,128 | Trimmed |
| 5 | MSI | MOTOROLA SOLUTIONS INC | $29.5M | 6.09% | 67,941 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $27.4M | 5.65% | 73,919 | Trimmed |
| 7 | V | VISA INC | $25.1M | 5.18% | 83,010 | Trimmed |
| 8 | BKNG | BOOKING HOLDINGS INC | $23.2M | 4.80% | 5,517 | Trimmed |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | $22.3M | 4.60% | 113,941 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $20.8M | 4.30% | 99,907 | Added |
| 11 | TSCO | TRACTOR SUPPLY CO | $20.7M | 4.27% | 456,094 | Trimmed |
| 12 | URI | UNITED RENTALS INC | $18.4M | 3.79% | 25,192 | Trimmed |
| 13 | CB | CHUBB LTD SWITZ | $17.6M | 3.63% | 53,886 | Trimmed |
| 14 | CDW | CDW CORP | $17.5M | 3.62% | 144,870 | Trimmed |
| 15 | PGR | PROGRESSIVE CORP | $16.5M | 3.41% | 83,352 | New |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | $16.5M | 3.40% | 178,397 | Trimmed |
| 17 | CPRT | COPART INC | $15.4M | 3.17% | 462,749 | Trimmed |
| 18 | SPGI | S&P GLOBAL INC | $13.8M | 2.84% | 32,371 | Trimmed |
| 19 | EW | EDWARDS LIFESCIENCES CORP | $13.7M | 2.83% | 170,969 | Trimmed |
| 20 | ZTS | ZOETIS INC | $13.4M | 2.77% | 113,541 | Added |
| 21 | TOL | TOLL BROTHERS INC | $12.0M | 2.49% | 88,275 | New |
| 22 | IWF | ISHARES TR | $223,434 | 0.05% | 524 | Trimmed |
| 23 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31