Wedgewood Partners Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Wedgewood Partners Inc. reported 18 stock positions worth $484.4 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 10.4% of the portfolio, followed by Alphabet Class A (GOOGL, 9.4%) and Meta Platforms Class A (META, 8.9%). Compared with Q1 2026, it sold out of 4, added to 7 and reduced 11. The biggest buy was Amazon.com (AMZN, shares +36%) and the biggest sale an exit from Tractor Supply (TSCO).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $484.4M (Q2 2026)
- SEC Filing
- 0000859804-26-000006 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $484.4M
| TSM Taiwan Semiconductor-SP ADR | 10.40% | 105,499 | $50.4M | Reduce -18.4% |
| GOOGL Alphabet Inc. Class A | 9.39% | 127,237 | $45.5M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 8.89% | 76,471 | $43.1M | Add +16.2% |
| AAPL Apple Inc. | 7.81% | 130,682 | $37.8M | Reduce -3.3% |
| MSFT Microsoft Corp. | 6.89% | 89,518 | $33.4M | Add +21.1% |
| AMZN Amazon.com Inc. | 6.66% | 135,440 | $32.3M | Add +35.6% |
| V Visa Inc. Class A | 6.32% | 89,188 | $30.6M | Add +7.4% |
| MSI Motorola Solutions Inc. | 5.63% | 65,643 | $27.3M | Reduce -3.4% |
| ODFL Old Dominion Freight Line | 4.93% | 110,288 | $23.9M | Reduce -3.2% |
| BKNG Booking Holdings Inc. | 4.91% | 133,351 | $23.8M | Reduce -3.3% |
| PGR Progressive Corp. | 4.79% | 106,261 | $23.2M | Add +27.5% |
| CB Chubb Ltd. | 4.79% | 68,039 | $23.2M | Add +26.3% |
| URI United Rentals Inc. | 3.91% | 16,732 | $19.0M | Reduce -33.6% |
| ORLY O'reilly Automotive Inc. | 3.28% | 172,645 | $15.9M | Reduce -3.2% |
| EW Edwards Lifesciences Corp. | 3.08% | 165,208 | $14.9M | Reduce -3.4% |
| TOL Toll Brothers Inc. | 3.08% | 90,562 | $14.9M | Add +2.6% |
| SPGI S&P Global Inc. | 2.63% | 31,339 | $12.8M | Reduce -3.2% |
| CPRT Copart Inc. | 2.61% | 447,748 | $12.6M | Reduce -3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| TSCO Tractor Supply Company | Sold out | 0.00% | −4.27 |
| CDW CDW Corp. | Sold out | 0.00% | −3.62 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −2.77 |
| CPRT Copart Inc. | Reduce -3.2% | 2.61% | −0.57 |
| MSI Motorola Solutions Inc. | Reduce -3.4% | 5.63% | −0.46 |
| SPGI S&P Global Inc. | Reduce -3.2% | 2.63% | −0.21 |
| ORLY O'reilly Automotive Inc. | Reduce -3.2% | 3.28% | −0.12 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -3.3% | 4.91% | +0.11 |
| URI United Rentals Inc. | Reduce -33.6% | 3.91% | +0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -18.3% | 9.39% | +0.14 |
| EW Edwards Lifesciences Corp. | Reduce -3.4% | 3.08% | +0.26 |
| ODFL Old Dominion Freight Line | Reduce -3.2% | 4.93% | +0.33 |
| AAPL Apple Inc. | Reduce -3.3% | 7.81% | +0.72 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -18.4% | 10.40% | +1.37 |
Portfolio Buys Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Add +35.6% | 6.66% | +2.37 |
| PGR Progressive Corp. | Add +27.5% | 4.79% | +1.38 |
| MSFT Microsoft Corp. | Add +21.1% | 6.89% | +1.24 |
| CB Chubb Ltd. | Add +26.3% | 4.79% | +1.16 |
| V Visa Inc. Class A | Add +7.4% | 6.32% | +1.14 |
| META Meta Platforms Inc. Class A | Add +16.2% | 8.89% | +1.12 |
| TOL Toll Brothers Inc. | Add +2.6% | 3.08% | +0.59 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $484.4M | TSM, GOOGL, META, AAPL, MSFT |
| Q1 2026 | 22 | $484.3M | GOOGL, TSM, META, AAPL, MSI |
| Q4 2025 | 21 | $535.5M | TSM, GOOGL, META, AAPL, MSFT |
| Q3 2025 | 19 | $547.9M | TSM, META, GOOGL, AAPL, MSFT |
| Q2 2025 | 19 | $515.2M | META, TSM, MSFT, GOOGL, AAPL |
| Q1 2025 | 20 | $496.5M | TSM, META, GOOGL, AAPL, MSFT |
| Q4 2024 | 19 | $507.9M | TSM, GOOGL, META, AAPL, PYPL |
| Q3 2024 | 19 | $550.8M | META, GOOGL, TSM, PYPL, V |
| Q2 2024 | 19 | $490.1M | META, GOOGL, TSM, AAPL, V |
| Q1 2024 | 19 | $499.8M | GOOGL, META, TSM, V, AAPL |