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The Analysis of WEDGEWOOD PARTNERS INC's Holdings & P&L

Currently, WEDGEWOOD PARTNERS INC holds 22 types of securities in its portfolio with a total value $484.3M. In the most recent quarter, they have increased their positions in PGR (+83.4K shares, valued at $16.5M), TOL (+88.3K shares, valued at $12.0M), AMZN (+41.6K shares, valued at $8.7M); decreased their positions in TSM (-55.3K shares, valued at $18.7M), IWF (-11.5K shares, valued at $4.9M), N/A (-8.2K shares, valued at $2.4M); initiated new positions in PGR (+83.4K shares, valued at $16.5M), TOL (+88.3K shares, valued at $12.0M).

1M P&L

-28.4M-5.60%

3M P&L

-20.9M-4.19%

HY P&L

-8.6M-1.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors56.1M

11.6%

2Internet Content & Information45.6M

9.4%

3Credit Services43.2M

8.9%

Top Industries by Stock Count

1Credit Services2 stocks

10.0%

2Internet Retail1 stocks

5.0%

3Consumer Electronics1 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC155.7K shares-5.01%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC129.4K shares-29.95%2026-03-312026-05-15

META META PLATFORMS INC65.8K shares-4.82%2026-03-312026-05-15

AAPL APPLE INC135.1K shares-5.45%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC67.9K shares-5.27%2026-03-312026-05-15

MSFT MICROSOFT CORP73.9K shares-4.62%2026-03-312026-05-15

V VISA INC83.0K shares-4.75%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC5.5K shares-5.16%2026-03-312026-05-15

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ODFL OLD DOMINION FREIGHT LINE IN113.9K shares-5.09%2026-03-312026-05-15

AMZN AMAZON COM INC99.9K shares71.47%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO456.1K shares-5.18%2026-03-312026-05-15

URI UNITED RENTALS INC25.2K shares-4.99%2026-03-312026-05-15

CB CHUBB LTD SWITZ53.9K shares-4.67%2026-03-312026-05-15

CDW CDW CORP144.9K shares-4.61%2026-03-312026-05-15

PGR PROGRESSIVE CORP83.4K sharesnew addition2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC178.4K shares-5.47%2026-03-312026-05-15

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CPRT COPART INC462.7K shares-4.80%2026-03-312026-05-15

SPGI S&P GLOBAL INC32.4K shares-4.13%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP171.0K shares-5.48%2026-03-312026-05-15

ZTS ZOETIS INC113.5K shares8.44%2026-03-312026-05-15

TOL TOLL BROTHERS INC88.3K sharesnew addition2026-03-312026-05-15

IWF ISHARES TR524 shares-95.64%2026-03-312026-05-15

ALPHABET INC

-5.01%

Shares155.7K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-29.95%

Shares129.4K

Event2026-03-31

Filed2026-05-15