Wedgewood Partners·CIK 859804
21
Positions
$535.5M
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TSM | 10.48% | $56,116,508 |
9.58% |
| $51,304,869 |
| META | 8.52% | $45,635,319 |
| AAPL | 7.26% | $38,854,173 |
| MSFT | 7.00% | $37,478,601 |
| BKNG | 5.82% | $31,153,711 |
| V | 5.71% | $30,564,667 |
| MSI | 5.13% | $27,493,065 |
| TSCO | 4.49% | $24,055,944 |
| URI | 4.01% | $21,458,648 |
| CDW | 3.86% | $20,684,818 |
| CPRT | 3.55% | $19,030,228 |
| ODFL | 3.52% | $18,824,014 |
| SPGI | 3.30% | $17,644,469 |
| CB | 3.29% | $17,642,895 |
| ORLY | 3.21% | $17,213,698 |
| EW | 2.88% | $15,420,191 |
| AMZN | 2.51% | $13,448,958 |
| ZTS | 2.46% | $13,173,480 |
| PYPL | 2.35% | $12,604,246 |
| IWF | 1.06% | $5,688,621 |