← All Tracked Holdings
Wedgewood Partners INC
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | ADR | 10.4004% | 9.0267% | +1.37% | |
| ALPHABET INC | Common | 9.3863% | 9.2452% | +0.14% | |
| META PLATFORMS INC | Common | 8.8919% | 7.7741% | +1.12% | |
| APPLE INC | Common | 7.8059% | 7.0814% | +0.72% | |
| MICROSOFT CORP | Common | 6.8930% | 5.6501% | +1.24% | |
| AMAZON COM INC | Common | 6.6636% | 4.2966% | +2.37% | |
| VISA INC | Common | 6.3165% | 5.1806% | +1.14% | |
| MOTOROLA SOLUTIONS INC | Common | 5.6274% | 6.0882% | -0.46% | |
| OLD DOMINION FREIGHT LINE IN | Common | 4.9312% | 4.5973% | +0.33% | |
| BOOKING HOLDINGS INC | Common | 4.9064% | 4.7967% | +0.11% | |
| PROGRESSIVE CORP | Common | 4.7917% | 3.4120% | +1.38% | |
| CHUBB LIMITED | Common | 4.7857% | 3.6266% | +1.16% | |
| UNITED RENTALS INC | Common | 3.9128% | 3.7898% | +0.12% | |
| OREILLY AUTOMOTIVE INC | Common | 3.2820% | 3.4004% | -0.12% | |
| EDWARDS LIFESCIENCES CORP | Common | 3.0850% | 2.8271% | +0.26% | |
| TOLL BROTHERS INC | Common | 3.0799% | 2.4876% | +0.59% | |
| S&P GLOBAL INC | Common | 2.6346% | 2.8431% | -0.21% | |
| COPART INC | Common | 2.6055% | 3.1724% | -0.57% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| CDW CORP | Common | Q1 2026 | |
| ISHARES TR | ETF | Q1 2026 | |
| TRACTOR SUPPLY CO | Common | Q1 2026 | |
| ZOETIS INC | Common | Q1 2026 | |
| PAYPAL HLDGS INC | Common | Q4 2025 | |
| POOL CORP | Common | Q3 2025 | |
| UNITEDHEALTH GROUP INC | Common | Q1 2025 | |
| TEXAS PACIFIC LAND CORPORATI | Common | Q3 2024 | |
| ALPHABET INC | Common | Q4 2023 | |
| ALPHABET INC. CLASS A | Common | Q2 2023 | |
| ALPHABET INC. CLASS C | Common | Q2 2023 | |
| AMEREN CORP COM | Common | Q2 2023 | |
| AT&T INC COM | Common | Q2 2023 | |
| BERKSHIRE HATHAWAY CL B | Common | Q2 2023 | |
| BLACKSTONE INC COM | Common | Q2 2023 | |
| BOEING CO | Common | Q2 2023 | |
| BP PLC SPONSORED ADR | ADR | Q2 2023 | |
| CONSOLIDATED EDISON INC COM | Common | Q2 2023 | |
| DISNEY WALT CO COM | Common | Q2 2023 | |
| FORD MTR CO DEL COM | Common | Q2 2023 | |
| JOHNSON & JOHNSON COM | Common | Q2 2023 | |
| KRAFT HEINZ CO COM | Common | Q2 2023 | |
| META PLATFORMS INC CLASS A | Common | Q2 2023 | |
| MOTOROLA SOLUTIONS | Common | Q2 2023 | |
| PEPSICO INC COM | Common | Q2 2023 | |
| TAIWAN SEMICONDUCTR F SPONSORE | ADR | Q2 2023 | |
| US BANCORP DEL COM NEW | Common | Q2 2023 | |
| VANGUARD DEVELOPED MARKETSINDE | ETF | Q2 2023 | |
| VERIZON COMMUNICATIONS INC COM | Common | Q2 2023 | |
| VISA INC CLASS A | Common | Q2 2023 | |
| WARNER BROS DISCOVERY INC COM | Common | Q2 2023 | |
| ANNALY CAPITAL MANAGEMENT INC | REIT | Q1 2023 | |
| COLLATERAL DELV TO COMPUTERSHA | Common | Q1 2023 | |
| FIRST REPUBLIC BANK | Common | Q1 2023 | |
| PAYCHEX INC COM | Common | Q1 2023 | |
| BRISTOL-MYERS SQUIBB CO COM | Common | Q4 2022 | |
| INVESCO QQQ TR UNIT SER 1 | ETF | Q4 2022 | |
| STARBUCKS CORP COM | Common | Q4 2022 | |
| TAPESTRY INC COM | Common | Q4 2022 | |
| EXXON MOBIL CORP COM | Common | Q3 2022 | |
| ANNALY CAPITAL MANAGEMENT INC | REIT | Q2 2022 | |
| KEYSIGHT TECHNOLOGIES INC COM | Common | Q2 2022 | |
| TORONTO DOMINION BK ONT COM NE | Common | Q1 2022 | |
| VANGUARD INDEX FDS VANGUARD GR | ETF | Q1 2022 | |
| ECOLAB INC COM | Common | Q4 2021 | |
| ISHARES TR CORE S&P500 ETF | ETF | Q4 2021 | |
| SCHLUMBERGER | Common | Q4 2021 | |
| ELECTRONIC ARTS INC | Common | Q3 2021 | |
| FIFTH THIRD BANCORP | Common | Q3 2021 | |
| QUALCOMM | Common | Q3 2021 | |
| ALCON INC CHF | Common | Q2 2021 | |
| BRISTOL-MYERS SQUIBB COCONTNGN | Right | Q4 2020 | |
| MANNING &NAPIER INC CLA | Common | Q2 2020 | |
| NVIDIA CORP | Common | Q2 2020 | |
| FASTENAL CO COM | Common | Q1 2020 | |
| FLEETCOR TECHNOLOGIESINC COM U | Common | Q1 2020 | |
| ROSS STORES | Common | Q1 2020 | |
| C.H. ROBINSON WORLDWIDE | Common | Q4 2019 | |
| CELGENE CORP | Common | Q3 2019 | |
| CHARLES SCHWAB | Common | Q3 2019 | |
| ULTA BEAUTY INC. | Common | Q3 2019 | |
| ABIOMED INC COM | Common | Q2 2019 | |
| COGNIZANT TECHNOLOGY SOLUTIONS | Common | Q2 2019 | |
| BLACKSTONE GROUP L P COM UNIT | MLP | Q1 2019 | |
| CORE LABS | Common | Q1 2019 | |
| PIMCO ETF TRUST ETF ENHANCED S | ETF | Q2 2018 | |
| 8POINT3 ENERGY PARTNERS LP CL | Common | Q1 2018 | |
| VERISK ANALYTICS | Common | Q1 2018 | |
| EXPRESS SCRIPTS | Common | Q4 2017 | |
| PRICELINE | Common | Q4 2017 | |
| TJX COMPANIES | Common | Q4 2017 | |
| TREEHOUSE FOODS | Common | Q3 2017 | |
| NATIONAL-OILWELL VARCO | Common | Q2 2017 | |
| COACH | Common | Q1 2017 | |
| LKQ CORP | Common | Q4 2016 | |
| MEAD JOHNSON NUTRITION | Common | Q4 2016 | |
| STERICYCLE | Common | Q3 2016 | |
| PROCTER & GAMBLE | Common | Q2 2016 | |
| EMC CORP | Common | Q1 2016 | |
| JACOBS ENGR GROUP INC DEL COM | Common | Q1 2016 | |
| M&T BANK | Common | Q1 2016 | |
| PERRIGO | Common | Q1 2016 | |
| VARIAN MEDICAL SYSTEMS | Common | Q1 2016 | |
| CUMMINS | Common | Q4 2015 | |
| Common | Q2 2015 | ||
| GOOGLE INC CL A | Common | Q2 2015 | |
| NOW INC | Common | Q2 2014 | |
| GILEAD SCIENCES | Common | Q1 2014 | |
| AMERICAN EXPRESS | Common | Q4 2013 | |
| MONSTER BEVERAGE | Common | Q4 2013 | |
| PERRIGO | Common | Q3 2013 | |
| American Express | Common | Q2 2013 | |
| Apple Computer | Common | Q2 2013 | |
| Berkshire Hathaway | Common | Q2 2013 |