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Wedgewood Partners Inc Top Holdings and 13F Report (2024)

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About Wedgewood Partners Inc

Investment Activity

  • Wedgewood 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
$46,167,816
Meta Platforms
$41,374,743
Taiwan Semiconductor Manufacturing
$39,465,467
Visa
$36,989,456
Apple
$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 Time

Map of 500 Largest Holdings ofWedgewood Partners Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$46,167,816$633,974 ▼-1.4%267,6249.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,374,743$7,799,959 ▼-15.9%85,9228.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$39,465,467$745,539 ▼-1.9%253,6677.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$36,989,456$512,894 ▼-1.4%131,4017.4%Business Services
Apple Inc. stock logo
AAPL
Apple
$33,841,173$400,310 ▼-1.2%178,3746.8%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$32,831,628$467,876 ▼-1.4%513,7976.6%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$31,152,761$5,676,983 ▲22.3%60,1936.2%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$29,875,624$461,578 ▼-1.5%70,6156.0%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$29,320,590$703,776 ▼-2.3%80,3245.9%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$29,159,930$661,176 ▼-2.2%527,2095.8%Business Services
Tractor Supply stock logo
TSCO
Tractor Supply
$28,612,655$447,331 ▼-1.5%103,6845.7%Retail/Wholesale
Booking Holdings Inc. stock logo
BKNG
Booking
$23,851,627$474,074 ▼-1.9%6,2894.8%Retail/Wholesale
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$22,129,862$468,922 ▼-2.1%245,4514.4%Medical
CDW Co. stock logo
CDW
CDW
$22,033,490$434,816 ▼-1.9%98,6104.4%Computer and Technology
Pool Co. stock logo
POOL
Pool
$13,145,576$229,461 ▼-1.7%34,3162.6%Consumer Discretionary
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$11,449,730$5,632,905 ▲96.8%62,2542.3%Transportation
S&P Global Inc. stock logo
SPGI
S&P Global
$10,958,499$197,812 ▼-1.8%25,1512.2%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$9,192,437$181,868 ▼-1.9%9,0981.8%Retail/Wholesale
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$8,240,794$5,407,438 ▲190.8%13,6991.6%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$0$227,166 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: