WEDGEWOOD PARTNERS INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP WEDGEWOOD PARTNERS INC | Institutional Filer | ▼ 9.56% | $484.3M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 156K | $44.8M | 9.25% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 129K | $43.7M | 9.03% |
| 3 | META | Meta Platforms, Inc. | Technology | 66K | $37.6M | 7.77% |
| 4 | AAPL | Apple Inc. | Technology | 135K | $34.3M | 7.08% |
| 5 | MSI | Motorola Solutions, Inc. | Technology | 68K | $29.5M | 6.09% |
| 6 | MSFT | Microsoft Corporation | Technology | 74K | $27.4M | 5.65% |
| 7 | V | Visa Inc. | Financial Services | 83K | $25.1M | 5.18% |
| 8 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 6K | $23.2M | 4.80% |
| 9 | ODFL | Old Dominion Freight Line, Inc. | Industrials | 114K | $22.3M | 4.60% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 100K | $20.8M | 4.30% |
| 11 | TSCO | Tractor Supply Company | Consumer Cyclical | 456K | $20.7M | 4.27% |
| 12 | URI | United Rentals, Inc. | Industrials | 25K | $18.4M | 3.79% |
| 13 | CB | Chubb Limited | Financial Services | 54K | $17.6M | 3.63% |
| 14 | CDW | CDW Corporation | Technology | 145K | $17.5M | 3.62% |
| 15 | PGR | The Progressive Corporation | Financial Services | 83K | $16.5M | 3.41% |
Showing 1 to 15 of 22 holdings