The Analysis of WEDGEWOOD PARTNERS INC's Holdings
Currently, WEDGEWOOD PARTNERS INC holds 21 types of securities in its portfolio with a total value $535.5M. In the most recent quarter, they have increased their positions in CB (+56.5K shares, valued at $17.6M), AMZN (+58.3K shares, valued at $13.4M), IWF (+12.0K shares, valued at $5.7M); decreased their positions in PYPL (-268.8K shares, valued at $15.7M), N/A (-43.3K shares, valued at $13.6M), AAPL (-24.0K shares, valued at $6.5M); initiated new positions in CB (+56.5K shares, valued at $17.6M), AMZN (+58.3K shares, valued at $13.4M), IWF (+12.0K shares, valued at $5.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD184.7K shares-2.44%2025-12-312026-02-17
ALPHABET INC ALPHABET INC163.9K shares-20.90%2025-12-312026-02-17 META META PLATFORMS INC69.1K shares-2.07%2025-12-312026-02-17 AAPL APPLE INC142.9K shares-14.36%2025-12-312026-02-17 MSFT MICROSOFT CORP77.5K shares-2.16%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC5.8K shares-1.41%2025-12-312026-02-17 V VISA INC87.2K shares-2.21%2025-12-312026-02-17 MSI MOTOROLA SOLUTIONS INC71.7K shares24.61%2025-12-312026-02-17 TSCO TRACTOR SUPPLY CO481.0K shares-1.81%2025-12-312026-02-17 URI UNITED RENTALS INC26.5K shares-1.53%2025-12-312026-02-17 CDW CDW CORP151.9K shares26.01%2025-12-312026-02-17 CPRT COPART INC486.1K shares-2.20%2025-12-312026-02-17 ODFL OLD DOMINION FREIGHT LINE IN120.1K shares35.58%2025-12-312026-02-17 SPGI S&P GLOBAL INC33.8K shares-2.76%2025-12-312026-02-17 CB CHUBB LIMITED56.5K sharesnew addition2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC188.7K shares-1.53%2025-12-312026-02-17 EW EDWARDS LIFESCIENCES CORP180.9K shares-2.07%2025-12-312026-02-17 AMZN AMAZON COM INC58.3K sharesnew addition2025-12-312026-02-17 ZTS ZOETIS INC104.7K shares-17.90%2025-12-312026-02-17 PYPL PAYPAL HLDGS INC215.9K shares-55.45%2025-12-312026-02-17 IWF ISHARES TR12.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available