2026 Q2 Portfolio Activity
In 2026 Q2, WEDGEWOOD PARTNERS INC maintained a portfolio of 22 distinct positions. They heavily accumulated shares in AMAZON COM INC, increasing the position by 35.6%. Conversely, WEDGEWOOD PARTNERS INC completely exited their position in TRACTOR SUPPLY CO.
Position History
hover any row below to update
Loading…
Total Positions
22
Quarter
2026 Q2
Top Holding
TSM (10.4%)
Top 10 Concentration
71.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
WEDGEWOOD PARTNERS INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 10.40% | 9.03% |
#1
1
Prev: #2
|
6.5 |
—
|
-23,854 | -18.4% |
P
S
|
105,499 | $50,383,055 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 9.39% | 9.25% |
#2
1
Prev: #1
|
5.8 |
—
|
-28,464 | -18.3% |
P
S
|
127,237 | $45,470,575 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 8.89% | 7.77% |
#3
Prev: #3
|
6.6 |
—
|
10,666 | 16.2% |
P
S
|
76,471 | $43,075,494 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 7.81% | 7.08% |
#4
Prev: #4
|
4.1 |
—
|
-4,446 | -3.3% |
P
S
|
130,682 | $37,814,225 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.89% | 5.65% |
#5
1
Prev: #6
|
5.8 |
—
|
15,599 | 21.1% |
P
S
|
89,518 | $33,391,897 | 2000 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.66% | 4.30% |
#6
4
Prev: #10
|
5.2 |
—
|
35,533 | 35.6% |
P
S
|
135,440 | $32,280,770 | 2010 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 6.32% | 5.18% |
#7
Prev: #7
|
4.5 |
—
|
6,178 | 7.4% |
P
S
|
89,188 | $30,599,344 | 2009 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 5.63% | 6.09% |
#8
3
Prev: #5
|
2.8 |
—
|
-2,298 | -3.4% |
P
S
|
65,643 | $27,261,012 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 4.93% | 4.60% |
#9
Prev: #9
|
2.5 |
—
|
-3,653 | -3.2% |
P
S
|
110,288 | $23,888,327 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 4.91% | 4.80% |
#10
2
Prev: #8
|
5.0 |
—
|
127,834 | 2317.1% |
P
S
|
133,351 | $23,768,405 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 4.79% | 3.41% |
#11
4
Prev: #15
|
4.4 |
—
|
22,909 | 27.5% |
P
S
|
106,261 | $23,212,734 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CB
CHUBB LIMITED
|
Financial Services | 4.79% | 3.63% |
#12
1
Prev: #13
|
4.4 |
—
|
14,153 | 26.3% |
P
S
|
68,039 | $23,183,491 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 3.91% | 3.79% |
#13
1
Prev: #12
|
1.6 |
—
|
-8,460 | -33.6% |
P
S
|
16,732 | $18,955,056 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 3.28% | 3.40% |
#14
2
Prev: #16
|
1.8 |
—
|
-5,752 | -3.2% |
P
S
|
172,645 | $15,898,878 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 3.08% | 2.83% |
#15
4
Prev: #19
|
1.7 |
—
|
-5,761 | -3.4% |
P
S
|
165,208 | $14,944,716 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TOL
TOLL BROTHERS I...
|
Consumer Cyclical | 3.08% | 2.49% |
#16
5
Prev: #21
|
1.7 |
—
|
2,287 | 2.6% |
P
S
|
90,562 | $14,920,143 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 2.63% | 2.84% |
#17
1
Prev: #18
|
1.6 |
—
|
-1,032 | -3.2% |
P
S
|
31,339 | $12,763,035 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPRT
COPART INC
|
Industrials | 2.61% | 3.17% |
#18
1
Prev: #17
|
1.5 |
—
|
-15,001 | -3.2% |
P
S
|
447,748 | $12,622,016 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-524 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.00% | 2.77% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-113,541 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CDW
CDW CORP
|
Technology | 0.00% | 3.62% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-144,870 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 0.00% | 4.27% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-456,094 | -100.0% |
CLOSED
|
— | $— | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-22 of 22 holdings