WEDGEWOOD PARTNERS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PROGRESSIVE CORP(PGR) | 0 | 83,352 | +83,352 | 0 | 16,523,700 | 3.41% | +16,523,700 |
| TOLL BROTHERS INC(TOL) | 0 | 88,275 | +88,275 | 0 | 12,046,889 | 2.49% | +12,046,889 |
| AMAZON COM INC(AMZN) | 58,266 | 99,907 | +41,641 | 13,448,958 | 20,807,631 | 4.30% | +7,358,673 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 120,051 | 113,941 | -6,110 | 18,824,014 | 22,264,162 | 4.60% | +3,440,148 |
| MOTOROLA SOLUTIONS INC(MSI) | 71,724 | 67,941 | -3,783 | 27,493,065 | 29,484,333 | 6.09% | +1,991,268 |
| ZOETIS INC(ZTS) | 104,701 | 113,541 | +8,840 | 13,173,480 | 13,421,666 | 2.77% | +248,186 |
| CHUBB LTD SWITZ COM | 56,526 | 53,886 | -2,640 | 17,642,895 | 17,563,173 | 3.63% | -79,722 |
| OREILLY AUTOMOTIVE INC(ORLY) | 188,726 | 178,397 | -10,329 | 17,213,698 | 16,467,827 | 3.40% | -745,871 |
| EDWARDS LIFESCIENCES CORP | 180,882 | 170,969 | -9,913 | 15,420,191 | 13,691,198 | 2.83% | -1,728,993 |
| UNITED RENTALS INC(URI) | 26,514 | 25,192 | -1,322 | 21,458,648 | 18,353,536 | 3.79% | -3,105,112 |
| CDW CORP(CDW) | 151,871 | 144,870 | -7,001 | 20,684,818 | 17,532,222 | 3.62% | -3,152,596 |
| TRACTOR SUPPLY CO(TSCO) | 481,023 | 456,094 | -24,929 | 24,055,944 | 20,661,063 | 4.27% | -3,394,881 |
| COPART INC(CPRT) | 486,085 | 462,749 | -23,336 | 19,030,228 | 15,363,267 | 3.17% | -3,666,961 |
| S&P GLOBAL INC(SPGI) | 33,764 | 32,371 | -1,393 | 17,644,469 | 13,768,529 | 2.84% | -3,875,940 |
| APPLE INC(AAPL) | 142,920 | 135,128 | -7,792 | 38,854,173 | 34,294,145 | 7.08% | -4,560,028 |
| ISHARES TR | 12,019 | 524 | -11,495 | 5,688,621 | 223,434 | 0.05% | -5,465,187 |
| VISA INC(V) | 87,151 | 83,010 | -4,141 | 30,564,667 | 25,088,996 | 5.18% | -5,475,671 |
| ALPHABET INC(GOOG) | 163,913 | 155,701 | -8,212 | 51,304,869 | 44,773,244 | 9.25% | -6,531,625 |
| BOOKING HOLDINGS INC(BKNG) | 5,817 | 5,517 | -300 | 31,153,711 | 23,229,839 | 4.80% | -7,923,872 |
| META PLATFORMS INC(META) | 69,135 | 65,805 | -3,330 | 45,635,319 | 37,649,078 | 7.77% | -7,986,241 |
| MICROSOFT CORP(MSFT) | 77,496 | 73,919 | -3,577 | 37,478,601 | 27,362,706 | 5.65% | -10,115,895 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 184,661 | 129,353 | -55,308 | 56,116,508 | 43,714,939 | 9.03% | -12,401,569 |
| PAYPAL HLDGS INC(PYPL) | 215,900 | 0 | -215,900 | 12,604,246 | 0 | — | -12,604,246 |