Wedgewood Partners Inc Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Wedgewood Partners IncInvestment ActivityWedgewood Partners Inc has $499.79 million in total holdings as of March 31, 2024.Wedgewood Partners Inc owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.34% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Wedgewood Partners Inc has purchased 20 new stocks and bought additional shares in 3 stocks.Wedgewood Partners Inc sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $46,167,816Meta Platforms $41,374,743Taiwan Semiconductor Manufacturing $39,465,467Visa $36,989,456Apple $33,841,173 Largest Purchases this Quarter UnitedHealth Group 10,969 shares (about $5.68M)Old Dominion Freight Line 30,627 shares (about $5.63M)Texas Pacific Land 8,989 shares (about $5.41M) Largest Sales this Quarter Meta Platforms 16,198 shares (about $7.80M)Taiwan Semiconductor Manufacturing 4,792 shares (about $745.54K)Motorola Solutions 1,928 shares (about $703.78K)Copart 11,954 shares (about $661.18K)Alphabet 3,675 shares (about $633.97K) 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 PortfolioSectorGOOGLAlphabet$46,167,816$633,974 ▼-1.4%267,6249.2%Computer and TechnologyMETAMeta Platforms$41,374,743$7,799,959 ▼-15.9%85,9228.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$39,465,467$745,539 ▼-1.9%253,6677.9%Computer and TechnologyVVisa$36,989,456$512,894 ▼-1.4%131,4017.4%Business ServicesAAPLApple$33,841,173$400,310 ▼-1.2%178,3746.8%Computer and TechnologyPYPLPayPal$32,831,628$467,876 ▼-1.4%513,7976.6%Computer and TechnologyUNHUnitedHealth Group$31,152,761$5,676,983 ▲22.3%60,1936.2%MedicalMSFTMicrosoft$29,875,624$461,578 ▼-1.5%70,6156.0%Computer and TechnologyMSIMotorola Solutions$29,320,590$703,776 ▼-2.3%80,3245.9%Computer and TechnologyCPRTCopart$29,159,930$661,176 ▼-2.2%527,2095.8%Business ServicesTSCOTractor Supply$28,612,655$447,331 ▼-1.5%103,6845.7%Retail/WholesaleBKNGBooking$23,851,627$474,074 ▼-1.9%6,2894.8%Retail/WholesaleEWEdwards Lifesciences$22,129,862$468,922 ▼-2.1%245,4514.4%MedicalCDWCDW$22,033,490$434,816 ▼-1.9%98,6104.4%Computer and TechnologyPOOLPool$13,145,576$229,461 ▼-1.7%34,3162.6%Consumer DiscretionaryODFLOld Dominion Freight Line$11,449,730$5,632,905 ▲96.8%62,2542.3%TransportationSPGIS&P Global$10,958,499$197,812 ▼-1.8%25,1512.2%Business ServicesORLYO'Reilly Automotive$9,192,437$181,868 ▼-1.9%9,0981.8%Retail/WholesaleTPLTexas Pacific Land$8,240,794$5,407,438 ▲190.8%13,6991.6%Oils/EnergyGOOGAlphabet$0$227,166 ▼-100.0%00.0%Computer and TechnologyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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.