Filed: 2/14/2023ACC: 0000859804-23-000003
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $544.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$544.3K
Total AUM (reported)
3.89M
Total Shares
Allocation by class
COM$544.3K100.0%
Portfolio Concentration
Top 3$127.8K23.5%
4–10$211.8K38.9%
11–25$197.4K36.3%
Rest$7.3K1.3%
Top 3 weight
23.5%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Sole
Full voting authority
2.43M
shares
% of voting shares62.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.46M
shares
% of voting shares37.5%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 62.5% of voting shares
Institutional Holdings41
Rows:
APPLE INC
SOLEShares361.70K
TypeSH
Market value$47.0K
8.63%
Sole
189.22K
Shared
0.00
None
172.48K
MOTOROLA SOLUTIONS
SOLEShares160.21K
TypeSH
Market value$41.3K
7.59%
Sole
108.66K
Shared
0.00
None
51.55K
VISA INC CLASS A
SOLEShares190.08K
TypeSH
Market value$39.5K
7.25%
Sole
119.54K
Shared
0.00
None
70.53K
TRACTOR SUPPLY COMP
SOLEShares175.47K
TypeSH
Market value$39.5K
7.25%
Sole
109.99K
Shared
0.00
None
65.48K
UNITEDHEALTH GRP INC
SOLEShares60.62K
TypeSH
Market value$32.1K
5.90%
Sole
42.30K
Shared
0.00
None
18.32K
MICROSOFT CORP
SOLEShares133.58K
TypeSH
Market value$32.0K
5.89%
Sole
86.96K
Shared
0.00
None
46.62K
CDW CORP
SOLEShares178.92K
TypeSH
Market value$32.0K
5.87%
Sole
135.80K
Shared
0.00
None
43.13K
ALPHABET INC. CLASS A
SOLEShares317.38K
TypeSH
Market value$28.0K
5.14%
Sole
241.35K
Shared
0.00
None
76.03K
EDWARDS LIFESCIENCES
SOLEShares333.76K
TypeSH
Market value$24.9K
4.57%
Sole
195.90K
Shared
0.00
None
137.86K
COPART INC
SOLEShares383.32K
TypeSH
Market value$23.3K
4.29%
Sole
279.72K
Shared
0.00
None
103.59K
FIRST REPUBLIC BANK
SOLEShares184.10K
TypeSH
Market value$22.4K
4.12%
Sole
136.11K
Shared
0.00
None
47.99K
TAIWAN SEMICONDUCTR F SPONSORE
SOLEShares300.28K
TypeSH
Market value$22.4K
4.11%
Sole
234.47K
Shared
0.00
None
65.82K
PAYPAL HOLDINGS INCORPOR
SOLEShares310.25K
TypeSH
Market value$22.1K
4.06%
Sole
217.48K
Shared
0.00
None
92.77K
TEXAS PACIFIC LAND CORP
SOLEShares8.47K
TypeSH
Market value$19.9K
3.65%
Sole
6K
Shared
0.00
None
2.47K
META PLATFORMS INC CLASS A
SOLEShares160.09K
TypeSH
Market value$19.3K
3.54%
Sole
129.31K
Shared
0.00
None
30.78K
PROGRESSIVE CO OHIO
SOLEShares141.21K
TypeSH
Market value$18.3K
3.36%
Sole
90.09K
Shared
0.00
None
51.12K
BOOKING HOLDINGS INC
SOLEShares8.74K
TypeSH
Market value$17.6K
3.24%
Sole
6.39K
Shared
0.00
None
2.35K
OLD DOMINION FREIGHT
SOLEShares56.25K
TypeSH
Market value$16.0K
2.93%
Sole
48.57K
Shared
0.00
None
7.68K
S&P GLOBAL INC
SOLEShares39.03K
TypeSH
Market value$13.1K
2.40%
Sole
26.42K
Shared
0.00
None
12.61K
POOL CORP
SOLEShares29.85K
TypeSH
Market value$9.0K
1.66%
Sole
23.07K
Shared
0.00
None
6.78K
ALPHABET INC. CLASS C
SOLEShares80.53K
TypeSH
Market value$7.1K
1.31%
Sole
4.18K
Shared
0.00
None
76.35K
BERKSHIRE HATHAWAY CL B
SOLEShares19.98K
TypeSH
Market value$6.2K
1.13%
Sole
0.00
Shared
0.00
None
19.98K
US BANCORP DEL COM NEW
SOLEShares35.55K
TypeSH
Market value$1.6K
0.28%
Sole
750.00
Shared
0.00
None
34.80K
AT&T INC COM
SOLEShares77.08K
TypeSH
Market value$1.4K
0.26%
Sole
0.00
Shared
0.00
None
77.08K
BLACKSTONE INC COM
SOLEShares15.25K
TypeSH
Market value$1.1K
0.21%
Sole
0.00
Shared
0.00
None
15.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 361.70K | SH | $47.0K 8.63% | 189.22K | 0.00 | 172.48K |
MOTOROLA SOLUTIONSSOLE | COM | 160.21K | SH | $41.3K 7.59% | 108.66K | 0.00 | 51.55K |
VISA INC CLASS ASOLE | COM | 190.08K | SH | $39.5K 7.25% | 119.54K | 0.00 | 70.53K |
TRACTOR SUPPLY COMPSOLE | COM | 175.47K | SH | $39.5K 7.25% | 109.99K | 0.00 | 65.48K |
UNITEDHEALTH GRP INCSOLE | COM | 60.62K | SH | $32.1K 5.90% | 42.30K | 0.00 | 18.32K |
MICROSOFT CORPSOLE | COM | 133.58K | SH | $32.0K 5.89% | 86.96K | 0.00 | 46.62K |
CDW CORPSOLE | COM | 178.92K | SH | $32.0K 5.87% | 135.80K | 0.00 | 43.13K |
ALPHABET INC. CLASS ASOLE | COM | 317.38K | SH | $28.0K 5.14% | 241.35K | 0.00 | 76.03K |
EDWARDS LIFESCIENCESSOLE | COM | 333.76K | SH | $24.9K 4.57% | 195.90K | 0.00 | 137.86K |
COPART INCSOLE | COM | 383.32K | SH | $23.3K 4.29% | 279.72K | 0.00 | 103.59K |
FIRST REPUBLIC BANKSOLE | COM | 184.10K | SH | $22.4K 4.12% | 136.11K | 0.00 | 47.99K |
TAIWAN SEMICONDUCTR F SPONSORESOLE | COM | 300.28K | SH | $22.4K 4.11% | 234.47K | 0.00 | 65.82K |
PAYPAL HOLDINGS INCORPORSOLE | COM | 310.25K | SH | $22.1K 4.06% | 217.48K | 0.00 | 92.77K |
TEXAS PACIFIC LAND CORPSOLE | COM | 8.47K | SH | $19.9K 3.65% | 6K | 0.00 | 2.47K |
META PLATFORMS INC CLASS ASOLE | COM | 160.09K | SH | $19.3K 3.54% | 129.31K | 0.00 | 30.78K |
PROGRESSIVE CO OHIOSOLE | COM | 141.21K | SH | $18.3K 3.36% | 90.09K | 0.00 | 51.12K |
BOOKING HOLDINGS INCSOLE | COM | 8.74K | SH | $17.6K 3.24% | 6.39K | 0.00 | 2.35K |
OLD DOMINION FREIGHTSOLE | COM | 56.25K | SH | $16.0K 2.93% | 48.57K | 0.00 | 7.68K |
S&P GLOBAL INCSOLE | COM | 39.03K | SH | $13.1K 2.40% | 26.42K | 0.00 | 12.61K |
POOL CORPSOLE | COM | 29.85K | SH | $9.0K 1.66% | 23.07K | 0.00 | 6.78K |
ALPHABET INC. CLASS CSOLE | COM | 80.53K | SH | $7.1K 1.31% | 4.18K | 0.00 | 76.35K |
BERKSHIRE HATHAWAY CL BSOLE | COM | 19.98K | SH | $6.2K 1.13% | 0.00 | 0.00 | 19.98K |
US BANCORP DEL COM NEWSOLE | COM | 35.55K | SH | $1.6K 0.28% | 750.00 | 0.00 | 34.80K |
AT&T INC COMSOLE | COM | 77.08K | SH | $1.4K 0.26% | 0.00 | 0.00 | 77.08K |
BLACKSTONE INC COMSOLE | COM | 15.25K | SH | $1.1K 0.21% | 0.00 | 0.00 | 15.25K |
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