WEDGEWOOD PARTNERS INC
13F Reported Value
ⓘ$484.4M
Holdings
18
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WEDGEWOOD PARTNERS INC disclosed 18 positions worth $484.4M in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 10.4% of the equity portfolio, followed by $GOOG and $META. During the quarter the fund opened 0 new positions and exited 4 and a full exit from $TSCO. The portfolio is most concentrated in Technology (49.0% of disclosed assets). All figures are sourced directly from WEDGEWOOD PARTNERS INC’s Form 13F-HR filing with the SEC under CIK 859804.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $50.4M105,499 sh
- 78.2#57
Quality
$45.5M127,237 sh - 79.6#35
Quality
$43.1M76,471 sh - 76.4
Quality
$37.8M130,682 sh - 79.8
Quality
$33.4M89,518 sh - 68.7
Quality
$32.3M135,440 sh - 82.9
Quality
$30.6M89,188 sh - 71.8
Quality
$27.3M65,643 sh - 61.3
Quality
$23.9M110,288 sh - 58.5
Quality
$23.8M133,351 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $50.4M | 105,499 |
 Alphabet Inc.$GOOG | 78.2#57 | $45.5M | 127,237 |
 Meta Platforms, Inc.$META | 79.6#35 | $43.1M | 76,471 |
 Apple Inc.$AAPL | 76.4 | $37.8M | 130,682 |
 MICROSOFT CORP$MSFT | 79.8 | $33.4M | 89,518 |
 AMAZON COM INC$AMZN | 68.7 | $32.3M | 135,440 |
 VISA INC.$V | 82.9 | $30.6M | 89,188 |
 Motorola Solutions, Inc.$MSI | 71.8 | $27.3M | 65,643 |
 OLD DOMINION FREIGHT LINE, INC.$ODFL | 61.3 | $23.9M | 110,288 |
 Booking Holdings Inc.$BKNG | 58.5 | $23.8M | 133,351 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEDGEWOOD PARTNERS INC's 18 positions.
Showing top 10 of 18 holdings.
Sector Allocation
Technology
$237.4M
Financials
$89.8M
Consumer Discretionary
$84.6M
Industrials
$57.8M
Healthcare
$14.9M
Full Holdings — WEDGEWOOD PARTNERS INC (Q2 2026)
All 18 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $50.4M | 10.4% | -18% | — |
| 2 | $GOOG | Alphabet Inc. | $45.5M | 9.4% | -18% | 78.2 |
| 3 | $META | Meta Platforms, Inc. | $43.1M | 8.9% | +16% | 79.6 |
| 4 | $AAPL | Apple Inc. | $37.8M | 7.8% | -3% | 76.4 |
| 5 | $MSFT | MICROSOFT CORP | $33.4M | 6.9% | +21% | 79.8 |
| 6 | $AMZN | AMAZON COM INC | $32.3M | 6.7% | +36% | 68.7 |
| 7 | $V | VISA INC. | $30.6M | 6.3% | +7% | 82.9 |
| 8 | $MSI | Motorola Solutions, Inc. | $27.3M | 5.6% | -3% | 71.8 |
| 9 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | $23.9M | 4.9% | -3% | 61.3 |
| 10 | $BKNG | Booking Holdings Inc. | $23.8M | 4.9% | +2317% | 58.5 |
| 11 |  $PGR | PROGRESSIVE CORP/OH/ | $23.2M | 4.8% | +27% | 80.1 |
| 12 |  $CB | Chubb Ltd | $23.2M | 4.8% | +26% | — |
| 13 |  $URI | UNITED RENTALS, INC. | $19.0M | 3.9% | -34% | 63.9 |
| 14 |  $ORLY | O REILLY AUTOMOTIVE INC | $15.9M | 3.3% | -3% | 67.4 |
| 15 |  $EW | Edwards Lifesciences Corp | $14.9M | 3.1% | -3% | 69.4 |
| 16 |  $TOL | Toll Brothers, Inc. | $14.9M | 3.1% | +3% | 58.1 |
| 17 |  $SPGI | S&P Global Inc. | $12.8M | 2.6% | -3% | 76.1 |
| 18 |  $CPRT | COPART INC | $12.6M | 2.6% | -3% | 69.1 |
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