Wedgewood Partners·CIK 859804
21
Positions
$535.5M
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | META | 8.52% | $45,635,319 | NEW |
| 4 | AAPL | 7.26% | $38,854,173 | NEW |
| 5 | MSFT | 7.00% | $37,478,601 | NEW |
| 6 | BKNG | 5.82% | $31,153,711 | NEW |
| 7 | V | 5.71% | $30,564,667 | NEW |
| 8 | MSI | 5.13% | $27,493,065 | NEW |
| 9 | TSCO | 4.49% | $24,055,944 | NEW |
| 10 | URI | 4.01% | $21,458,648 | NEW |
| 11 | CDW | 3.86% | $20,684,818 | NEW |
| 12 | CPRT | 3.55% | $19,030,228 | NEW |
| 13 | ODFL | 3.52% | $18,824,014 | NEW |
| 14 | SPGI | 3.30% | $17,644,469 | NEW |
| 15 | CB | 3.29% | $17,642,895 | NEW |
| 16 | ORLY | 3.21% | $17,213,698 | NEW |
| 17 | EW | 2.88% | $15,420,191 | NEW |
| 18 | AMZN | 2.51% | $13,448,958 | NEW |
| 19 | ZTS | 2.46% | $13,173,480 | NEW |
| 20 | PYPL | 2.35% | $12,604,246 | NEW |
| 21 | IWF | 1.06% | $5,688,621 | NEW |