WEDGEWOOD PARTNERS INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 201,303 | 207,232 | +5,929 | 39,262,093 | 50,378,126 | 9.19% | +11,116,033 |
| APPLE INC(AAPL) | 161,857 | 166,890 | +5,033 | 32,913,651 | 42,495,326 | 7.76% | +9,581,675 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 197,500 | 189,282 | -8,218 | 47,202,444 | 52,864,505 | 9.65% | +5,662,061 |
| UNITED RENTALS INC(URI) | 26,063 | 26,925 | +862 | 22,637,730 | 25,704,517 | 4.69% | +3,066,787 |
| OREILLY AUTOMOTIVE INC(ORLY) | 185,210 | 191,668 | +6,458 | 18,774,738 | 20,663,727 | 3.77% | +1,888,989 |
| MOTOROLA SOLUTIONS INC(MSI) | 55,591 | 57,557 | +1,966 | 24,458,277 | 26,320,370 | 4.80% | +1,862,093 |
| VISA INC(V) | 85,603 | 89,120 | +3,517 | 29,289,143 | 30,423,956 | 5.55% | +1,134,813 |
| BOOKING HOLDINGS INC(BKNG) | 5,655 | 5,900 | +245 | 30,968,872 | 31,857,356 | 5.81% | +888,484 |
| PAYPAL HLDGS INC(PYPL) | 465,841 | 484,651 | +18,810 | 31,681,846 | 32,500,696 | 5.93% | +818,850 |
| COPART INC(CPRT) | 480,291 | 497,020 | +16,729 | 21,968,510 | 22,350,989 | 4.08% | +382,479 |
| POOL CORP(POOL) | 31,244 | 32,322 | +1,078 | 9,679,737 | 10,022,190 | 1.83% | +342,453 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 85,320 | 88,547 | +3,227 | 12,316,851 | 12,465,604 | 2.28% | +148,753 |
| EDWARDS LIFESCIENCES CORP | 178,034 | 184,701 | +6,667 | 14,258,743 | 14,364,197 | 2.62% | +105,454 |
| MICROSOFT CORP(MSFT) | 76,605 | 79,208 | +2,603 | 41,032,945 | 41,025,625 | 7.49% | -7,320 |
| ZOETIS INC(ZTS) | 123,343 | 127,522 | +4,179 | 18,724,701 | 18,658,986 | 3.41% | -65,715 |
| TRACTOR SUPPLY CO(TSCO) | 472,766 | 489,910 | +17,144 | 28,129,559 | 27,861,167 | 5.09% | -268,392 |
| CDW CORP(CDW) | 116,123 | 120,524 | +4,401 | 19,989,385 | 19,197,010 | 3.50% | -792,375 |
| META PLATFORMS INC(META) | 68,330 | 70,594 | +2,264 | 53,049,206 | 51,842,742 | 9.46% | -1,206,464 |
| S&P GLOBAL INC(SPGI) | 33,482 | 34,724 | +1,242 | 18,851,188 | 16,900,703 | 3.08% | -1,950,485 |