2026 Q1 Portfolio Activity
In 2026 Q1, WEDGEWOOD PARTNERS INC maintained a portfolio of 23 distinct positions. The most significant new addition was PROGRESSIVE CORP, now representing 3.41% of the total fund value. They heavily accumulated shares in AMAZON COM INC, increasing the position by 71.5%. Conversely, WEDGEWOOD PARTNERS INC completely exited their position in PAYPAL HLDGS INC.
Position History
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Total Positions
23
Quarter
2026 Q1
Top Holding
GOOGL (9.2%)
Top 10 Concentration
63.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
WEDGEWOOD PARTNERS INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 9.25% | 9.58% |
#1
1
Prev: #2
|
6.2 |
—
|
-8,212 | -5.0% |
P
S
|
155,701 | $44,773,244 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 9.03% | 10.48% |
#2
1
Prev: #1
|
5.1 |
—
|
-55,308 | -30.0% |
P
S
|
129,353 | $43,714,939 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.77% | 8.52% |
#3
Prev: #3
|
4.6 |
—
|
-3,330 | -4.8% |
P
S
|
65,805 | $37,649,078 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 7.08% | 7.26% |
#4
Prev: #4
|
3.8 |
—
|
-7,792 | -5.5% |
P
S
|
135,128 | $34,294,145 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 6.09% | 5.13% |
#5
3
Prev: #8
|
3.4 |
—
|
-3,783 | -5.3% |
P
S
|
67,941 | $29,484,333 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.65% | 7.00% |
#6
1
Prev: #5
|
2.8 |
—
|
-3,577 | -4.6% |
P
S
|
73,919 | $27,362,706 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 5.18% | 5.71% |
#7
Prev: #7
|
2.6 |
—
|
-4,141 | -4.8% |
P
S
|
83,010 | $25,088,996 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 4.80% | 5.82% |
#8
2
Prev: #6
|
2.4 |
—
|
-300 | -5.2% |
P
S
|
5,517 | $23,229,839 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 4.60% | 3.52% |
#9
4
Prev: #13
|
2.3 |
—
|
-6,110 | -5.1% |
P
S
|
113,941 | $22,264,162 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.30% | 2.51% |
#10
8
Prev: #18
|
4.7 |
—
|
41,641 | 71.5% |
P
S
|
99,907 | $20,807,631 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSCO
TRACTOR SUPPLY ...
|
Consumer Cyclical | 4.27% | 4.49% |
#11
2
Prev: #9
|
2.2 |
—
|
-24,929 | -5.2% |
P
S
|
456,094 | $20,661,063 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 3.79% | 4.01% |
#12
2
Prev: #10
|
2.0 |
—
|
-1,322 | -5.0% |
P
S
|
25,192 | $18,353,536 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 3.63% | 3.29% |
#13
2
Prev: #15
|
2.0 |
—
|
-2,640 | -4.7% |
P
S
|
53,886 | $17,563,173 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CDW
CDW CORP
|
Technology | 3.62% | 3.86% |
#14
3
Prev: #11
|
1.9 |
—
|
-7,001 | -4.6% |
P
S
|
144,870 | $17,532,222 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 3.41% | — |
#15
Prev: #—
|
4.9 |
—
|
83,352 | — |
NEW
|
83,352 | $16,523,700 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 3.40% | 3.21% |
#16
Prev: #16
|
1.9 |
—
|
-10,329 | -5.5% |
P
S
|
178,397 | $16,467,827 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPRT
COPART INC
|
Industrials | 3.17% | 3.55% |
#17
5
Prev: #12
|
1.8 |
—
|
-23,336 | -4.8% |
P
S
|
462,749 | $15,363,267 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 2.84% | 3.30% |
#18
4
Prev: #14
|
1.6 |
—
|
-1,393 | -4.1% |
P
S
|
32,371 | $13,768,529 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 2.83% | 2.88% |
#19
2
Prev: #17
|
1.6 |
—
|
-9,913 | -5.5% |
P
S
|
170,969 | $13,691,198 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 2.77% | 2.46% |
#20
1
Prev: #19
|
3.1 |
—
|
8,840 | 8.4% |
P
S
|
113,541 | $13,421,666 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOL
TOLL BROTHERS I...
|
Consumer Cyclical | 2.49% | — |
#21
Prev: #—
|
4.5 |
—
|
88,275 | — |
NEW
|
88,275 | $12,046,889 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWF
ISHARES TR
|
ETF | 0.05% | 1.06% |
#22
1
Prev: #21
|
0.0 |
—
|
-11,495 | -95.6% |
P
S
|
524 | $223,434 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.00% | 2.35% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-215,900 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-23 of 23 holdings