WEDGEWOOD PARTNERS INC Long-Term Concentrated

Location: St Louis, MO

CIK: 0000859804 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $484M (100.0% shares, 0.0% debt)

Holdings (22)

GOOGL ALPHABET INC 9.2%

Value $44.77M Shares 155,701 Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 9.0%

Value $43.71M Shares 129,353 Est. Cost — Unrealized —

META META PLATFORMS INC 7.8%

Value $37.65M Shares 65,805 Est. Cost — Unrealized —

AAPL APPLE INC 7.1%

Value $34.29M Shares 135,128 Est. Cost — Unrealized —

MSI MOTOROLA SOLUTIONS INC 6.1%

Value $29.48M Shares 67,941 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 5.7%

Value $27.36M Shares 73,919 Est. Cost — Unrealized —

V VISA INC 5.2%

Value $25.09M Shares 83,010 Est. Cost — Unrealized —

BKNG BOOKING HOLDINGS INC 4.8%

Value $23.23M Shares 5,517 Est. Cost — Unrealized —

ODFL OLD DOMINION FREIGHT LINE IN 4.6%

Value $22.26M Shares 113,941 Est. Cost — Unrealized —

AMZN AMAZON COM INC 4.3%

Value $20.81M Shares 99,907 Est. Cost — Unrealized —

TSCO TRACTOR SUPPLY CO 4.3%

Value $20.66M Shares 456,094 Est. Cost — Unrealized —

URI UNITED RENTALS INC 3.8%

Value $18.35M Shares 25,192 Est. Cost — Unrealized —

CB CHUBB LTD SWITZ 3.6%

Value $17.56M Shares 53,886 Est. Cost — Unrealized —

CDW CDW CORP 3.6%

Value $17.53M Shares 144,870 Est. Cost — Unrealized —

PGR PROGRESSIVE CORP 3.4%

Value $16.52M Shares 83,352 Est. Cost — Unrealized —

ORLY OREILLY AUTOMOTIVE INC 3.4%

Value $16.47M Shares 178,397 Est. Cost — Unrealized —

CPRT COPART INC 3.2%

Value $15.36M Shares 462,749 Est. Cost — Unrealized —

SPGI S&P GLOBAL INC 2.8%

Value $13.77M Shares 32,371 Est. Cost — Unrealized —

EW EDWARDS LIFESCIENCES CORP 2.8%

Value $13.69M Shares 170,969 Est. Cost — Unrealized —

ZTS ZOETIS INC 2.8%

Value $13.42M Shares 113,541 Est. Cost — Unrealized —

TOL TOLL BROTHERS INC 2.5%

Value $12.05M Shares 88,275 Est. Cost — Unrealized —

IWF ISHARES TR 0.0%

Value $223K Shares 524 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	155,701	$44.77M	9.2%	—	—	CAP STK CL A	02079K305
TSM	TAIWAN SEMICONDUCTOR MANUFAC	129,353	$43.71M	9.0%	—	—	SPONSORED ADS	874039100
META	META PLATFORMS INC	65,805	$37.65M	7.8%	—	—	CL A	30303M102
AAPL	APPLE INC	135,128	$34.29M	7.1%	—	—	COM	037833100
MSI	MOTOROLA SOLUTIONS INC	67,941	$29.48M	6.1%	—	—	COM NEW	620076307
MSFT	MICROSOFT CORP	73,919	$27.36M	5.7%	—	—	COM	594918104
V	VISA INC	83,010	$25.09M	5.2%	—	—	COM CL A	92826C839
BKNG	BOOKING HOLDINGS INC	5,517	$23.23M	4.8%	—	—	COM	09857L108
ODFL	OLD DOMINION FREIGHT LINE IN	113,941	$22.26M	4.6%	—	—	COM	679580100
AMZN	AMAZON COM INC	99,907	$20.81M	4.3%	—	—	COM	023135106
TSCO	TRACTOR SUPPLY CO	456,094	$20.66M	4.3%	—	—	COM	892356106
URI	UNITED RENTALS INC	25,192	$18.35M	3.8%	—	—	COM	911363109
CB	CHUBB LTD SWITZ	53,886	$17.56M	3.6%	—	—	COM	H1467J104
CDW	CDW CORP	144,870	$17.53M	3.6%	—	—	COM	12514G108
PGR	PROGRESSIVE CORP	83,352	$16.52M	3.4%	—	—	COM	743315103
ORLY	OREILLY AUTOMOTIVE INC	178,397	$16.47M	3.4%	—	—	COM	67103H107
CPRT	COPART INC	462,749	$15.36M	3.2%	—	—	COM	217204106
SPGI	S&P GLOBAL INC	32,371	$13.77M	2.8%	—	—	COM	78409V104
EW	EDWARDS LIFESCIENCES CORP	170,969	$13.69M	2.8%	—	—	COM	28176E108
ZTS	ZOETIS INC	113,541	$13.42M	2.8%	—	—	CL A	98978V103
TOL	TOLL BROTHERS INC	88,275	$12.05M	2.5%	—	—	COM	889478103
IWF	ISHARES TR	524	$223K	0.0%	—	—	RUS 1000 GRW ETF	464287614