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WEDGEWOOD PARTNERS INC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
21
-1
New Purchases
0
Added To
0
Closed
21
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 7 $0 0%
Large Cap 14 $0 0%

Portfolio Analytics

Avg Market Cap
$969.1B
Median Market Cap
$123.6B
Avg P/E
25.3
Median P/E
25.4
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
20
# ETFs / Funds
1

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL —% -$39M -142,920 -100.0% SOLD
2 ZTS —% -$13M -104,701 -100.0% SOLD
3 MSI —% -$27M -71,724 -100.0% SOLD
4 SPGI —% -$18M -33,764 -100.0% SOLD
5 V —% -$31M -87,151 -100.0% SOLD
6 EW —% -$15M -180,882 -100.0% SOLD
7 URI —% -$21M -26,514 -100.0% SOLD
8 CDW —% -$21M -151,871 -100.0% SOLD
9 TSM —% -$56M -184,661 -100.0% SOLD
10 AMZN —% -$13M -58,266 -100.0% SOLD
11 CB —% -$18M -56,526 -100.0% SOLD
12 BKNG —% -$31M -5,817 -100.0% SOLD
13 CPRT —% -$19M -486,085 -100.0% SOLD
14 META —% -$46M -69,135 -100.0% SOLD
15 ORLY —% -$17M -188,726 -100.0% SOLD
16 ODFL —% -$19M -120,051 -100.0% SOLD
17 GOOGL —% -$51M -163,913 -100.0% SOLD
18 MSFT —% -$37M -77,496 -100.0% SOLD
19 TSCO —% -$24M -481,023 -100.0% SOLD
20 IWF —% -$6M -12,019 -100.0% SOLD
21 PYPL —% -$13M -215,900 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CB —%
ZTS —%
MSI —%
SPGI —%
V —%
EW —%
URI —%
CDW —%
TSM —%
AMZN —%
BKNG —%
AAPL —%
CPRT —%
META —%
ORLY —%
View SEC EDGAR Filings for WEDGEWOOD PARTNERS INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms