☆WEDGEWOOD PARTNERS INC
Quality Q
0.654
AUM ($M)
484
Positions
18
Turnover
0.12
Top-10 wt
72%
Herfindahl
0.065
History (qtrs)
6
Excess Return
—
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Holdings · 22 positions · portfolio value $484M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 10.4% | +1.4% | 50.4 | 105,499 | -23,854 | 0 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 9.4% | +0.1% | 45.5 | 127,237 | -28,464 | 0 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 8.9% | +1.1% | 43.1 | 76,471 | +10,666 | 0 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 7.8% | +0.7% | 37.8 | 130,682 | -4,446 | 0 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 6.9% | +1.2% | 33.4 | 89,518 | +15,599 | 0 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 6.7% | +2.4% | 32.3 | 135,440 | +35,533 | 0 | — |
| ☆V funds › | VISA INC | ADD | — | 6.3% | +1.1% | 30.6 | 89,188 | +6,178 | 0 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | TRIM | — | 5.6% | -0.5% | 27.3 | 65,643 | -2,298 | 0 | — |
| ☆ODFL funds › | OLD DOMINION FREIGHT LINE IN | TRIM | — | 4.9% | +0.3% | 23.9 | 110,288 | -3,653 | 0 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 4.9% | +0.1% | 23.8 | 133,351 | +127,834 | 0 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 4.8% | +1.4% | 23.2 | 106,261 | +22,909 | 0 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 4.8% | +1.2% | 23.2 | 68,039 | +14,153 | 0 | — |
| ☆URI funds › | UNITED RENTALS INC | TRIM | — | 3.9% | +0.1% | 19.0 | 16,732 | -8,460 | 0 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | TRIM | — | 3.3% | -0.1% | 15.9 | 172,645 | -5,752 | 0 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | TRIM | — | 3.1% | +0.3% | 14.9 | 165,208 | -5,761 | 0 | — |
| ☆TOL funds › | TOLL BROTHERS INC | ADD | — | 3.1% | +0.6% | 14.9 | 90,562 | +2,287 | 0 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 2.6% | -0.2% | 12.8 | 31,339 | -1,032 | 0 | — |
| ☆CPRT funds › | COPART INC | TRIM | — | 2.6% | -0.6% | 12.6 | 447,748 | -15,001 | 0 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | EXIT | — | 0.0% | -4.3% | 0.0 | 0 | -456,094 | 0 | — |
| ☆CDW funds › | CDW CORP | EXIT | — | 0.0% | -3.6% | 0.0 | 0 | -144,870 | 0 | — |
| ☆ZTS funds › | ZOETIS INC | EXIT | — | 0.0% | -2.8% | 0.0 | 0 | -113,541 | 0 | — |
| ☆IWF funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -524 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 484 | 18 | 0.12 | 72% | 0.065 | 0.653 | — | in |
| 2026Q1 | 484 | 22 | 0.11 | 64% | 0.056 | 0.617 | — | in |
| 2025Q4 | 535 | 21 | 0.11 | 68% | 0.060 | 0.623 | — | in |
| 2025Q3 | 548 | 19 | 0.04 | 71% | 0.063 | 0.773 | — | in |
| 2025Q2 | 515 | 19 | 0.07 | 69% | 0.062 | 0.735 | — | entered |
| 2025Q1 | 496 | 20 | 0.00 | 71% | 0.063 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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