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Funds / Wedgewood Partners Inc
Institutional Fund

Wedgewood Partners Inc

St Louis, MOCIK 8598045 filings on record

Portfolio Value
$484.29M
Q1 2026
Holdings
22
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-9.6%
from $535.49M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Alphabet Inc9.2%
  • Taiwan Semiconductor Mfg Ltd9.0%
  • Meta Platforms Inc7.8%
  • Apple Inc7.1%
  • Motorola Solutions Inc6.1%
  • Microsoft Corp5.7%
  • Other55.1%

Portfolio Holdings

22 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc155.7K$44.77M9.2%8.2KReduced
2Taiwan Semiconductor Mfg Ltd129.4K$43.71M9.0%55.3KReduced
3Meta Platforms Inc65.8K$37.65M7.8%3.3KReduced
4Apple Inc135.1K$34.29M7.1%7.8KReduced
5Motorola Solutions Inc67.9K$29.48M6.1%3.8KReduced
6Microsoft Corp73.9K$27.36M5.7%3.6KReduced
7Visa Inc83.0K$25.09M5.2%4.1KReduced
8Booking Holdings Inc5.5K$23.23M4.8%300Reduced
9Old Dominion Freight Line In113.9K$22.26M4.6%6.1KReduced
10Amazon Com Inc99.9K$20.81M4.3%+41.6KAdded

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