13F Filing
WEDGEWOOD PARTNERS INC
Filed2026.08.14
FilingCurrent Portfolio
$484.4M
Previous Portfolio
$484.3M
Change
+0.03%
Holdings
TSMTAIWAN SEMICONDUCTOR MANUFACReduced$50.4M10.40%
GOOGLALPHABET INCReduced$45.5M9.39%
METAMETA PLATFORMS INCIncreased$43.1M8.89%
AAPLAPPLE INCReduced$37.8M7.81%
MSFTMICROSOFT CORPIncreased$33.4M6.89%
AMZNAMAZON COM INCIncreased$32.3M6.66%
VVISA INCIncreased$30.6M6.32%
MSIMOTOROLA SOLUTIONS INCReduced$27.3M5.63%
ODFLOLD DOMINION FREIGHT LINE INReduced$23.9M4.93%
BKNGBOOKING HOLDINGS INCReduced$23.8M4.91%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | 10.40% | Reduced | $50.4M | 105,499 | −23,854 | Information Technology |
| 2 |  GOOGL ALPHABET INC | 9.39% | Reduced | $45.5M | 127,237 | −28,464 | Communication Services |
| 3 |  META META PLATFORMS INC | 8.89% | Increased | $43.1M | 76,471 | +10,666 | Communication Services |
| 4 |  AAPL APPLE INC | 7.81% | Reduced | $37.8M | 130,682 | −4,446 | Information Technology |
| 5 |  MSFT MICROSOFT CORP | 6.89% | Increased | $33.4M | 89,518 | +15,599 | Information Technology |
| 6 |  AMZN AMAZON COM INC | 6.66% | Increased | $32.3M | 135,440 | +35,533 | Consumer Discretionary |
| 7 |  V VISA INC | 6.32% | Increased | $30.6M | 89,188 | +6,178 | Financials |
| 8 |  MSI MOTOROLA SOLUTIONS INC | 5.63% | Reduced | $27.3M | 65,643 | −2,298 | Information Technology |
| 9 |  ODFL OLD DOMINION FREIGHT LINE IN | 4.93% | Reduced | $23.9M | 110,288 | −3,653 | Industrials |
| 10 |  BKNG BOOKING HOLDINGS INC | 4.91% | Reduced | $23.8M | 133,351 | −4,574 | Consumer Discretionary |
Portfolio Changes
Buy Positions
New Buy
Nothing to show yet
Additional Buy
+16.21%
+10,666Shares
+21.10%
+15,599Shares
+35.57%
+35,533Shares
+7.44%
+6,178Shares
+27.48%
+22,909Shares
Sell Positions
Full Exit
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Full Exit
0Shares
Partial Exit
−18.44%
−23,854Shares
−18.28%
−28,464Shares
−3.29%
−4,446Shares
−3.38%
−2,298Shares
−3.21%
−3,653Shares
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