Filed: 2/17/2026ACC: 0000859804-26-000002
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $535.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$535.49M
Total AUM (reported)
2.92M
Total Shares
Allocation by class
COM$305.51M57.1%
CL A$58.81M11.0%
SPONSORED ADS$56.12M10.5%
CAP STK CL A$51.30M9.6%
COM CL A$30.56M5.7%
COM NEW$27.49M5.1%
RUS 1000 GRW ETF$5.69M1.1%
Portfolio Concentration
Top 3$153.06M28.6%
4–10$211.06M39.4%
11–25$171.38M32.0%
Top 3 weight
28.6%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 2.92M
Sole
Full voting authority
147.81K
shares
% of voting shares5.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.77M
shares
% of voting shares94.9%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 94.9% of voting shares
Institutional Holdings21
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares184.66K
TypeSH
Market value$56.12M
10.48%
Sole
9.27K
Shared
0.00
None
175.39K
ALPHABET INC
SOLEShares163.91K
TypeSH
Market value$51.30M
9.58%
Sole
8.17K
Shared
0.00
None
155.75K
META PLATFORMS INC
SOLEShares69.14K
TypeSH
Market value$45.64M
8.52%
Sole
3.48K
Shared
0.00
None
65.65K
APPLE INC
SOLEShares142.92K
TypeSH
Market value$38.85M
7.26%
Sole
7.16K
Shared
0.00
None
135.76K
MICROSOFT CORP
SOLEShares77.50K
TypeSH
Market value$37.48M
7.00%
Sole
3.89K
Shared
0.00
None
73.61K
BOOKING HOLDINGS INC
SOLEShares5.82K
TypeSH
Market value$31.15M
5.82%
Sole
294.00
Shared
0.00
None
5.52K
VISA INC
SOLEShares87.15K
TypeSH
Market value$30.56M
5.71%
Sole
4.39K
Shared
0.00
None
82.76K
MOTOROLA SOLUTIONS INC
SOLEShares71.72K
TypeSH
Market value$27.49M
5.13%
Sole
3.58K
Shared
0.00
None
68.15K
TRACTOR SUPPLY CO
SOLEShares481.02K
TypeSH
Market value$24.06M
4.49%
Sole
24.01K
Shared
0.00
None
457.01K
UNITED RENTALS INC
SOLEShares26.51K
TypeSH
Market value$21.46M
4.01%
Sole
1.33K
Shared
0.00
None
25.18K
CDW CORP
SOLEShares151.87K
TypeSH
Market value$20.68M
3.86%
Sole
7.72K
Shared
0.00
None
144.15K
COPART INC
SOLEShares486.08K
TypeSH
Market value$19.03M
3.55%
Sole
24.58K
Shared
0.00
None
461.50K
OLD DOMINION FREIGHT LINE IN
SOLEShares120.05K
TypeSH
Market value$18.82M
3.52%
Sole
6.11K
Shared
0.00
None
113.95K
S&P GLOBAL INC
SOLEShares33.76K
TypeSH
Market value$17.64M
3.30%
Sole
1.70K
Shared
0.00
None
32.06K
CHUBB LIMITED
SOLEShares56.53K
TypeSH
Market value$17.64M
3.29%
Sole
2.89K
Shared
0.00
None
53.64K
OREILLY AUTOMOTIVE INC
SOLEShares188.73K
TypeSH
Market value$17.21M
3.21%
Sole
9.25K
Shared
0.00
None
179.48K
EDWARDS LIFESCIENCES CORP
SOLEShares180.88K
TypeSH
Market value$15.42M
2.88%
Sole
9.02K
Shared
0.00
None
171.87K
AMAZON COM INC
SOLEShares58.27K
TypeSH
Market value$13.45M
2.51%
Sole
3.13K
Shared
0.00
None
55.14K
ZOETIS INC
SOLEShares104.70K
TypeSH
Market value$13.17M
2.46%
Sole
5.79K
Shared
0.00
None
98.91K
PAYPAL HLDGS INC
SOLEShares215.90K
TypeSH
Market value$12.60M
2.35%
Sole
11.81K
Shared
0.00
None
204.09K
ISHARES TR
SOLEShares12.02K
TypeSH
Market value$5.69M
1.06%
Sole
251.00
Shared
0.00
None
11.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 184.66K | SH | $56.12M 10.48% | 9.27K | 0.00 | 175.39K |
ALPHABET INCSOLE | CAP STK CL A | 163.91K | SH | $51.30M 9.58% | 8.17K | 0.00 | 155.75K |
META PLATFORMS INCSOLE | CL A | 69.14K | SH | $45.64M 8.52% | 3.48K | 0.00 | 65.65K |
APPLE INCSOLE | COM | 142.92K | SH | $38.85M 7.26% | 7.16K | 0.00 | 135.76K |
MICROSOFT CORPSOLE | COM | 77.50K | SH | $37.48M 7.00% | 3.89K | 0.00 | 73.61K |
BOOKING HOLDINGS INCSOLE | COM | 5.82K | SH | $31.15M 5.82% | 294.00 | 0.00 | 5.52K |
VISA INCSOLE | COM CL A | 87.15K | SH | $30.56M 5.71% | 4.39K | 0.00 | 82.76K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 71.72K | SH | $27.49M 5.13% | 3.58K | 0.00 | 68.15K |
TRACTOR SUPPLY COSOLE | COM | 481.02K | SH | $24.06M 4.49% | 24.01K | 0.00 | 457.01K |
UNITED RENTALS INCSOLE | COM | 26.51K | SH | $21.46M 4.01% | 1.33K | 0.00 | 25.18K |
CDW CORPSOLE | COM | 151.87K | SH | $20.68M 3.86% | 7.72K | 0.00 | 144.15K |
COPART INCSOLE | COM | 486.08K | SH | $19.03M 3.55% | 24.58K | 0.00 | 461.50K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 120.05K | SH | $18.82M 3.52% | 6.11K | 0.00 | 113.95K |
S&P GLOBAL INCSOLE | COM | 33.76K | SH | $17.64M 3.30% | 1.70K | 0.00 | 32.06K |
CHUBB LIMITEDSOLE | COM | 56.53K | SH | $17.64M 3.29% | 2.89K | 0.00 | 53.64K |
OREILLY AUTOMOTIVE INCSOLE | COM | 188.73K | SH | $17.21M 3.21% | 9.25K | 0.00 | 179.48K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 180.88K | SH | $15.42M 2.88% | 9.02K | 0.00 | 171.87K |
AMAZON COM INCSOLE | COM | 58.27K | SH | $13.45M 2.51% | 3.13K | 0.00 | 55.14K |
ZOETIS INCSOLE | CL A | 104.70K | SH | $13.17M 2.46% | 5.79K | 0.00 | 98.91K |
PAYPAL HLDGS INCSOLE | COM | 215.90K | SH | $12.60M 2.35% | 11.81K | 0.00 | 204.09K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 12.02K | SH | $5.69M 1.06% | 251.00 | 0.00 | 11.77K |