WEDGEWOOD PARTNERS INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP WEDGEWOOD PARTNERS INC | Institutional Filer | ▲ 0.03% | $484.4M | 18 |
Current Portfolio Holdings
Showing all 18 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 105K | $50.4M | 10.40% |
| 2 | GOOGL | Alphabet Inc. | Communication Services | 127K | $45.5M | 9.39% |
| 3 | META | Meta Platforms, Inc. | Communication Services | 76K | $43.1M | 8.89% |
| 4 | AAPL | Apple Inc. | Technology | 131K | $37.8M | 7.81% |
| 5 | MSFT | Microsoft Corporation | Technology | 90K | $33.4M | 6.89% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 135K | $32.3M | 6.66% |
| 7 | V | Visa Inc. | Financial Services | 89K | $30.6M | 6.32% |
| 8 | MSI | Motorola Solutions, Inc. | Technology | 66K | $27.3M | 5.63% |
| 9 | ODFL | Old Dominion Freight Line, Inc. | Industrials | 110K | $23.9M | 4.93% |
| 10 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 133K | $23.8M | 4.91% |
| 11 | PGR | The Progressive Corporation | Financial Services | 106K | $23.2M | 4.79% |
| 12 | CB | Chubb Limited | Financial Services | 68K | $23.2M | 4.79% |
| 13 | URI | United Rentals, Inc. | Industrials | 17K | $19.0M | 3.91% |
| 14 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 173K | $15.9M | 3.28% |
| 15 | EW | Edwards Lifesciences Corporation | Healthcare | 165K | $14.9M | 3.08% |
Showing 1 to 15 of 18 holdings