Wedgewood Partners Inc reported 18 positions worth $484.43M for the quarter ended Jun 30, 2026, up 0.1% on the prior quarter. It opened 0 new positions, added to 7, trimmed 11 and exited 3. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 10.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +35.5K | +35.6% | $8.47M | 6.66% |
| META Meta Platforms, Inc. | +10.7K | +16.2% | $6.01M | 8.89% |
| MSFT Microsoft Corp | +15.6K | +21.1% | $5.82M | 6.89% |
| PGR Progressive Corp | +22.9K | +27.5% | $5.00M | 4.79% |
| CB Chubb Ltd | +14.2K | +26.3% | $4.82M | 4.79% |
| V Visa Inc. | +6,178 | +7.4% | $2.12M | 6.32% |
| TOL Toll Brothers, Inc. | +2,287 | +2.6% | $376.78K | 3.08% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSCO Tractor Supply Co | -456.1K | -100.0% | $20.66M | Exited |
| CDW CDW Corp | -144.9K | -100.0% | $17.53M | Exited |
| ZTS Zoetis Inc. | -113.5K | -100.0% | $13.42M | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -23.9K | -18.4% | $11.39M | 10.4% |
| GOOGL Alphabet Inc. | -28.5K | -18.3% | $10.17M | 9.39% |
| URI United Rentals, Inc. | -8,460 | -33.6% | $9.58M | 3.91% |
| AAPL Apple Inc. | -4,446 | -3.3% | $1.29M | 7.81% |
| MSI Motorola Solutions, Inc. | -2,298 | -3.4% | $954.34K | 5.63% |
| BKNG Booking Holdings Inc. | -4,574 | -3.3% | $815.27K | 4.91% |
| ODFL Old Dominion Freight Line, Inc. | -3,653 | -3.2% | $791.24K | 4.93% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 105.5K | $50.38M | 10.4% | -23.9K | -18.4% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 127.2K | $45.47M | 9.39% | -28.5K | -18.3% | Reduced | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 76.5K | $43.08M | 8.89% | +10.7K | +16.2% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 130.7K | $37.81M | 7.81% | -4,446 | -3.3% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 89.5K | $33.39M | 6.89% | +15.6K | +21.1% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 135.4K | $32.28M | 6.66% | +35.5K | +35.6% | Added | 0% |
| 7 | V Visa Inc. | Financial Services | 89.2K | $30.60M | 6.32% | +6,178 | +7.4% | Added | 0.01% |
| 8 | MSI Motorola Solutions, Inc. | Industrials | 65.6K | $27.26M | 5.63% | -2,298 | -3.4% | Reduced | 0.04% |
| 9 | ODFL Old Dominion Freight Line, Inc. | Industrials | 110.3K | $23.89M | 4.93% | -3,653 | -3.2% | Reduced | 0.05% |
| 10 | BKNG Booking Holdings Inc. | Technology | 133.4K | $23.77M | 4.91% | -4,574 | -3.3% | Reduced | 0.02% |
| 11 | PGR Progressive Corp | Financial Services | 106.3K | $23.21M | 4.79% | +22.9K | +27.5% | Added | 0.02% |
| 12 | CB Chubb Ltd | Financial Services | 68.0K | $23.18M | 4.79% | +14.2K | +26.3% | Added | 0.02% |
| 13 | URI United Rentals, Inc. | Industrials | 16.7K | $18.96M | 3.91% | -8,460 | -33.6% | Reduced | 0.03% |
| 14 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 172.6K | $15.90M | 3.28% | -5,752 | -3.2% | Reduced | 0.02% |
| 15 | EW Edwards Lifesciences Corp | Healthcare | 165.2K | $14.94M | 3.08% | -5,761 | -3.4% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Wedgewood Partners.
As of its Q2 2026 13F filing, Wedgewood Partners Inc’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 10.4%, Alphabet Inc. (GOOGL) at 9.4%, Meta Platforms, Inc. (META) at 8.9%, Apple Inc. (AAPL) at 7.8%, Microsoft Corp (MSFT) at 6.9% of the reported portfolio.
Wedgewood Partners Inc reported a 13F portfolio worth $484.43M across 18 positions for Q2 2026. That is up 0.1% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($8.47M), Meta Platforms, Inc. ($6.01M), Microsoft Corp ($5.82M). It opened 0 new positions.
Its largest sales by value were Tractor Supply Co ($20.66M), CDW Corp ($17.53M), Zoetis Inc. ($13.42M). It exited 3 positions entirely.
From the Form 13F-HR reports Wedgewood Partners Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.