Wedgewood Partners holdings history

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102 is the total number of securities Wedgewood Partners has owned. The longest Wedgewood Partners has owned a single stock is 42 quarters.

Wedgewood Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
V VISA INC COM CL A42422.44%5.87%8.92%Q2 2013Q3 202342
AAPL APPLE INC COM41416.42%8.86%11.37%Q3 2013Q3 202341
BRKB BERKSHIRE HATHAWAY INC...40400.70%5.64%10.06%Q3 2013Q2 202340
SLB SCHLUMBERGER LTD COM35350.05%3.11%6.52%Q2 2013Q4 202135
QCOM QUALCOMM INC COM34340.05%4.29%8.86%Q2 2013Q3 202134
GOOGL ALPHABET INC. CLASS A33333.77%6.03%8.74%Q3 2015Q3 202333
PYPL PAYPAL HOLDINGS INCORPOR33332.36%4.76%7.53%Q3 2015Q3 202333
GOOG ALPHABET INC. CL C33330.05%0.89%1.57%Q3 2015Q3 202333
USB US BANCORP DEL COMNEW30300.08%0.24%0.43%Q1 2016Q2 202330
T AT&T INC COM USD130300.01%0.10%0.26%Q1 2016Q2 202330
VZ VERIZON COMMUNICATIONS...30300.02%0.10%0.18%Q1 2016Q2 202330
JNJ JOHNSON &JOHNSON COM U...30300.01%0.09%0.20%Q1 2016Q2 202330
AEE AMEREN CORP COM USD0.0130300.02%0.06%0.11%Q1 2016Q2 202330
ED CONSOLIDATED EDISON IN...30300.02%0.05%0.09%Q1 2016Q2 202330
TSCO TRACTOR SUPPLY COMP28282.88%5.97%7.98%Q4 2016Q3 202328
EW EDWARDS LIFESCIENCES C...27272.76%6.51%9.33%Q1 2017Q3 202327
NLY ANNALY CAP MGMT INC COM26260.01%0.06%0.13%Q1 2016Q2 202226
PAYX PAYCHEX INC COM USD0.011880.02%0.03%0.05%Q1 2016Q1 202326
CTSH COGNIZANT TECHNOLOGY S...25250.24%4.90%7.03%Q2 2013Q2 201925
BA BOEING CO COM USD5.0013120.01%0.05%0.11%Q1 2017Q2 202325
KHC KRAFT HEINZ CO COM13110.03%2.66%7.39%Q3 2015Q2 202324
BP BP P L C SPONSORED ADR...24240.01%0.05%0.10%Q3 2017Q2 202324
ECL ECOLAB INC COM24240.01%0.04%0.08%Q1 2016Q4 202124
FB META PLATFORMS INC CLA...23233.54%7.11%9.95%Q1 2018Q3 202323
BKNG BOOKING HOLDINGS INC.1191.94%4.30%6.46%Q1 2018Q3 202320
VRSK VERISK ANALYTICS20200.02%3.84%4.98%Q2 2013Q1 201820
ESRX EXPRESS SCRIPTS HLDG CO19190.10%4.92%7.79%Q2 2013Q4 201719
PCLN PRICELINE19192.87%4.84%6.86%Q2 2013Q4 201719
MSI MOTOROLA SOLUTIONS INC...18182.98%5.71%7.65%Q2 2019Q3 202318
CLB CORE LABS18180.02%3.49%4.82%Q4 2014Q1 201918
SCHW SCHWAB CHARLES CORP NE...1620.18%3.06%4.66%Q2 2013Q4 201918
MN MANNING &NAPIER INC CLA18180.00%0.01%0.01%Q1 2016Q2 202018
CDW CDW CORP17171.84%4.51%6.39%Q3 2019Q3 202317
NOV NATIONAL-OILWELL VARCO17170.01%2.09%4.79%Q2 2013Q2 201717
BX BLACKSTONE INC COM17170.05%0.17%0.25%Q2 2019Q2 202317
CPRT COPART INC16160.83%3.69%5.69%Q4 2019Q3 202316
ROST ROSS STORES INC COM16160.51%3.50%5.61%Q2 2016Q1 202016
SBUX STARBUCKS CORP COM16160.10%3.29%4.54%Q1 2019Q4 202216
COH COACH16160.01%2.84%5.80%Q2 2013Q1 201716
SPGI S&P GLOBAL INC16161.11%2.37%2.90%Q4 2019Q3 202316
MSFT MICROSOFT CORP15152.51%5.26%6.26%Q1 2020Q3 202315
FAST FASTENAL CO FORWARD SP...14140.99%4.60%6.10%Q4 2016Q1 202014
SRCL STERICYCLE14142.80%4.35%6.17%Q2 2013Q3 201614
ODFL OLD DOMINION FREIGHT ...1131.78%2.75%3.70%Q3 2018Q3 202314
BMY BRISTOL-MYERS SQUIBB C...13130.04%1.29%4.19%Q4 2019Q4 202213
BX BLACKSTONE GROUP LP CO...13130.02%0.05%0.10%Q1 2016Q1 201913
EMC EMC CORP12120.02%4.01%6.89%Q2 2013Q1 201612
LKQ LKQ CORP12122.48%3.68%4.99%Q1 2014Q4 201612
MJN MEAD JOHNSON NUTRITION12122.51%3.65%4.75%Q1 2014Q4 201612
CELG CELGENE CORP COM12120.62%3.08%4.06%Q1 2017Q4 201912
VAR VARIAN MEDICAL SYSTEMS12120.01%2.84%4.02%Q2 2013Q1 201612
PEP PEPSICO INC COM810.01%0.02%0.05%Q1 2016Q2 202312
MTB M&T BANK11110.01%5.00%6.39%Q3 2013Q1 201611
CMI CUMMINS11110.03%3.37%4.90%Q2 2013Q4 201511
FRC FIRST REPUBLIC BANK ...11110.48%2.98%4.12%Q3 2020Q1 202311
TSM TAIWAN SEMICONDUCTR F ...10102.06%4.36%5.53%Q2 2021Q3 202310
EA ELECTRONIC ARTS INC10102.33%4.27%5.52%Q2 2019Q3 202110
PRGO PERRIGO10101.87%3.84%5.25%Q4 2013Q1 201610
KEYS KEYSIGHT TECHNOLOGIES ...10100.37%3.39%4.97%Q1 2020Q2 202210
PGR PROGRESSIVE CORP OH10100.08%3.07%3.90%Q4 2020Q1 202310
TD TORONTO DOMINION BK ON...910.02%0.03%0.05%Q2 2018Q1 202210
UNH UNITEDHEALTH GRP INC992.86%5.10%6.05%Q3 2021Q3 20239
ALC ALCON INC F990.56%2.70%3.37%Q2 2019Q2 20219
GOOGL GOOGLE INC CLASS A VTG...532.23%3.58%5.78%Q2 2013Q2 20158
TPL TEXAS PACIFIC LAND COR...881.45%2.41%3.65%Q4 2021Q3 20238
TJX TJX COMPANIES772.11%2.86%3.69%Q2 2016Q4 20177
CHRW C.H. ROBINSON WORLDWIDE662.00%3.55%4.56%Q3 2018Q4 20196
ULTA ULTA BEAUTY INC.661.29%3.36%5.37%Q3 2018Q4 20196
POOL POOL CORP661.66%2.28%3.06%Q2 2022Q3 20236
GOOG GOOGLE661.23%1.97%4.09%Q1 2014Q2 20156
DIS DISNEY WALT CO COM660.04%0.05%0.06%Q1 2022Q2 20236
TPR TAPESTRY INC COM410.03%0.05%0.06%Q1 2020Q4 20226
THS TREEHOUSE FOODS550.02%2.67%3.75%Q3 2016Q3 20175
WARNER BROS DISCOVERY ...550.03%0.04%0.04%Q2 2022Q2 20235
GILD GILEAD SCIENCES442.50%3.19%3.79%Q2 2013Q1 20144
NVDA NVIDIA CORP442.18%3.02%4.16%Q3 2019Q2 20204
BMYRT BRISTOL-MYERS SQUIBB R...440.01%0.06%0.11%Q1 2020Q4 20204
FITB FIFTH THIRD BANCORP440.03%0.03%0.04%Q4 2020Q3 20214
CAFD 8POINT3 ENERGY PARTNER...440.01%0.01%0.01%Q2 2017Q1 20184
MNST MONSTER BEVERAGE332.18%2.50%2.69%Q2 2013Q4 20133
ANNALY CAPITAL MANAGEM...330.05%0.06%0.07%Q3 2022Q1 20233
F FORD MTR CO DEL COM330.03%0.03%0.04%Q4 2022Q2 20233
XOM EXXON MOBIL CORP COM110.01%0.03%0.04%Q3 2017Q3 20223
PRGO PERRIGO223.62%3.87%4.12%Q2 2013Q3 20132
AXP AMERICAN EXPRESS222.52%2.67%2.83%Q3 2013Q4 20132
FLT FLEETCOR TECHNOLOGIESI...220.83%1.12%1.41%Q4 2019Q1 20202
Apple Computer119.08%9.08%9.08%Q2 2013Q2 20131
Berkshire Hathaway117.27%7.27%7.27%Q2 2013Q2 20131
American Express112.78%2.78%2.78%Q2 2013Q2 20131
ORLY OREILLY AUTOMOTIVE INC112.06%2.06%2.06%Q3 2023Q3 20231
DNOW NOW INC110.30%0.30%0.30%Q2 2014Q2 20141
QQQ INVESCO QQQ TR UNIT SER 1110.14%0.14%0.14%Q4 2022Q4 20221
IWF ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
VUG VANGUARD INDEX FDS VAN...110.08%0.08%0.08%Q1 2022Q1 20221
IVV ISHARES TR CORE S&P500...110.05%0.05%0.05%Q4 2021Q4 20211
VEA VANGUARD DEVELOPED MAR...110.05%0.05%0.05%Q2 2023Q2 20231
AMZN AMAZON COM INC COM110.03%0.03%0.03%Q2 2023Q2 20231
ABMD ABIOMED INC COM110.02%0.02%0.02%Q2 2019Q2 20191
MINT PIMCO ETF TRUST ETF EN...110.01%0.01%0.01%Q2 2018Q2 20181
J JACOBS ENGR GROUP INC ...110.00%0.00%0.00%Q1 2016Q1 20161
PG PROCTER & GAMBLE110.00%0.00%0.00%Q2 2016Q2 20161
COLLATERAL DELV TO COM...110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including VISA INC COM CL A, APPLE INC COM, and BERKSHIRE HATHAWAY INC DEL CL, are the highest-conviction holdings of Wedgewood Partners.

The conviction is calculated by counting the number of quarters a security has been reported by Wedgewood Partners. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wedgewood Partners owns currently or has owned in the past.