Filed: 5/15/2026ACC: 0000859804-26-000004
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $484.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$484.29M
Total AUM (reported)
2.74M
Total Shares
Allocation by class
COM$289.93M59.9%
CL A$51.07M10.5%
CAP STK CL A$44.77M9.2%
SPONSORED ADS$43.71M9.0%
COM NEW$29.48M6.1%
COM CL A$25.09M5.2%
RUS 1000 GRW ETF$223.4K0.0%
Portfolio Concentration
Top 3$126.14M26.0%
4–10$182.53M37.7%
11–25$175.62M36.3%
Top 3 weight
26.0%
Top 10 weight
63.7%
Voting Authority Distribution
Total shares with voting rights: 2.74M
Sole
Full voting authority
126.77K
shares
% of voting shares4.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.61M
shares
% of voting shares95.4%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeNone · 95.4% of voting shares
Institutional Holdings22
Rows:
ALPHABET INC
SOLEShares155.70K
TypeSH
Market value$44.77M
9.25%
Sole
7.13K
Shared
0.00
None
148.58K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares129.35K
TypeSH
Market value$43.71M
9.03%
Sole
6.03K
Shared
0.00
None
123.32K
META PLATFORMS INC
SOLEShares65.81K
TypeSH
Market value$37.65M
7.77%
Sole
3.04K
Shared
0.00
None
62.76K
APPLE INC
SOLEShares135.13K
TypeSH
Market value$34.29M
7.08%
Sole
6.24K
Shared
0.00
None
128.89K
MOTOROLA SOLUTIONS INC
SOLEShares67.94K
TypeSH
Market value$29.48M
6.09%
Sole
3.13K
Shared
0.00
None
64.82K
MICROSOFT CORP
SOLEShares73.92K
TypeSH
Market value$27.36M
5.65%
Sole
3.40K
Shared
0.00
None
70.52K
VISA INC
SOLEShares83.01K
TypeSH
Market value$25.09M
5.18%
Sole
3.84K
Shared
0.00
None
79.17K
BOOKING HOLDINGS INC
SOLEShares5.52K
TypeSH
Market value$23.23M
4.80%
Sole
254.00
Shared
0.00
None
5.26K
OLD DOMINION FREIGHT LINE IN
SOLEShares113.94K
TypeSH
Market value$22.26M
4.60%
Sole
5.32K
Shared
0.00
None
108.62K
AMAZON COM INC
SOLEShares99.91K
TypeSH
Market value$20.81M
4.30%
Sole
4.63K
Shared
0.00
None
95.27K
TRACTOR SUPPLY CO
SOLEShares456.09K
TypeSH
Market value$20.66M
4.27%
Sole
20.96K
Shared
0.00
None
435.14K
UNITED RENTALS INC
SOLEShares25.19K
TypeSH
Market value$18.35M
3.79%
Sole
1.16K
Shared
0.00
None
24.03K
CHUBB LTD SWITZ
SOLEShares53.89K
TypeSH
Market value$17.56M
3.63%
Sole
2.51K
Shared
0.00
None
51.38K
CDW CORP
SOLEShares144.87K
TypeSH
Market value$17.53M
3.62%
Sole
6.75K
Shared
0.00
None
138.12K
PROGRESSIVE CORP
SOLEShares83.35K
TypeSH
Market value$16.52M
3.41%
Sole
3.88K
Shared
0.00
None
79.47K
OREILLY AUTOMOTIVE INC
SOLEShares178.40K
TypeSH
Market value$16.47M
3.40%
Sole
8K
Shared
0.00
None
170.40K
COPART INC
SOLEShares462.75K
TypeSH
Market value$15.36M
3.17%
Sole
21.41K
Shared
0.00
None
441.34K
S&P GLOBAL INC
SOLEShares32.37K
TypeSH
Market value$13.77M
2.84%
Sole
1.49K
Shared
0.00
None
30.88K
EDWARDS LIFESCIENCES CORP
SOLEShares170.97K
TypeSH
Market value$13.69M
2.83%
Sole
7.89K
Shared
0.00
None
163.07K
ZOETIS INC
SOLEShares113.54K
TypeSH
Market value$13.42M
2.77%
Sole
5.39K
Shared
0.00
None
108.15K
TOLL BROTHERS INC
SOLEShares88.28K
TypeSH
Market value$12.05M
2.49%
Sole
4.32K
Shared
0.00
None
83.95K
ISHARES TR
SOLEShares524.00
TypeSH
Market value$223.4K
0.05%
Sole
0.00
Shared
0.00
None
524.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 155.70K | SH | $44.77M 9.25% | 7.13K | 0.00 | 148.58K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 129.35K | SH | $43.71M 9.03% | 6.03K | 0.00 | 123.32K |
META PLATFORMS INCSOLE | CL A | 65.81K | SH | $37.65M 7.77% | 3.04K | 0.00 | 62.76K |
APPLE INCSOLE | COM | 135.13K | SH | $34.29M 7.08% | 6.24K | 0.00 | 128.89K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 67.94K | SH | $29.48M 6.09% | 3.13K | 0.00 | 64.82K |
MICROSOFT CORPSOLE | COM | 73.92K | SH | $27.36M 5.65% | 3.40K | 0.00 | 70.52K |
VISA INCSOLE | COM CL A | 83.01K | SH | $25.09M 5.18% | 3.84K | 0.00 | 79.17K |
BOOKING HOLDINGS INCSOLE | COM | 5.52K | SH | $23.23M 4.80% | 254.00 | 0.00 | 5.26K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 113.94K | SH | $22.26M 4.60% | 5.32K | 0.00 | 108.62K |
AMAZON COM INCSOLE | COM | 99.91K | SH | $20.81M 4.30% | 4.63K | 0.00 | 95.27K |
TRACTOR SUPPLY COSOLE | COM | 456.09K | SH | $20.66M 4.27% | 20.96K | 0.00 | 435.14K |
UNITED RENTALS INCSOLE | COM | 25.19K | SH | $18.35M 3.79% | 1.16K | 0.00 | 24.03K |
CHUBB LTD SWITZSOLE | COM | 53.89K | SH | $17.56M 3.63% | 2.51K | 0.00 | 51.38K |
CDW CORPSOLE | COM | 144.87K | SH | $17.53M 3.62% | 6.75K | 0.00 | 138.12K |
PROGRESSIVE CORPSOLE | COM | 83.35K | SH | $16.52M 3.41% | 3.88K | 0.00 | 79.47K |
OREILLY AUTOMOTIVE INCSOLE | COM | 178.40K | SH | $16.47M 3.40% | 8K | 0.00 | 170.40K |
COPART INCSOLE | COM | 462.75K | SH | $15.36M 3.17% | 21.41K | 0.00 | 441.34K |
S&P GLOBAL INCSOLE | COM | 32.37K | SH | $13.77M 2.84% | 1.49K | 0.00 | 30.88K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 170.97K | SH | $13.69M 2.83% | 7.89K | 0.00 | 163.07K |
ZOETIS INCSOLE | CL A | 113.54K | SH | $13.42M 2.77% | 5.39K | 0.00 | 108.15K |
TOLL BROTHERS INCSOLE | COM | 88.28K | SH | $12.05M 2.49% | 4.32K | 0.00 | 83.95K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 524.00 | SH | $223.4K 0.05% | 0.00 | 0.00 | 524.00 |