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
UpgradeTop 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
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 155.7K | $44.77M | 9.2% | −8.2K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 129.4K | $43.71M | 9.0% | −55.3K | Reduced |
| 3 | Meta Platforms Inc | 65.8K | $37.65M | 7.8% | −3.3K | Reduced |
| 4 | Apple Inc | 135.1K | $34.29M | 7.1% | −7.8K | Reduced |
| 5 | Motorola Solutions Inc | 67.9K | $29.48M | 6.1% | −3.8K | Reduced |
| 6 | Microsoft Corp | 73.9K | $27.36M | 5.7% | −3.6K | Reduced |
| 7 | Visa Inc | 83.0K | $25.09M | 5.2% | −4.1K | Reduced |
| 8 | Booking Holdings Inc | 5.5K | $23.23M | 4.8% | −300 | Reduced |
| 9 | Old Dominion Freight Line In | 113.9K | $22.26M | 4.6% | −6.1K | Reduced |
| 10 | Amazon Com Inc | 99.9K | $20.81M | 4.3% | +41.6K | Added |
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