Wedgewood Partners Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wedgewood Partners Inc. reported 19 stock positions worth $515.2 million. Its top holding was Meta Platforms Class A (META) at 10.3% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 9.2%) and Microsoft (MSFT, 8.0%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 14. The biggest buy was a new position in Zoetis (ZTS) and the biggest sale Copart (CPRT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $515.2M (Q2 2025)
- SEC Filing
- 0000859804-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 19 stocks · $515.2M
| META Meta Platforms Inc. Class A | 10.30% | 68,330 | $53.0M | Reduce -1.8% |
| TSM Taiwan Semiconductor-SP ADR | 9.16% | 197,500 | $47.2M | Reduce -16.6% |
| MSFT Microsoft Corp. | 7.96% | 76,605 | $41.0M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 7.62% | 201,303 | $39.3M | Reduce -18.8% |
| AAPL Apple Inc. | 6.39% | 161,857 | $32.9M | Reduce -2.0% |
| PYPL PayPal Holdings Inc. | 6.15% | 465,841 | $31.7M | Reduce -1.7% |
| BKNG Booking Holdings Inc. | 6.01% | 5,655 | $31.0M | Reduce -2.7% |
| V Visa Inc. Class A | 5.69% | 85,603 | $29.3M | Reduce -4.5% |
| TSCO Tractor Supply Company | 5.46% | 472,766 | $28.1M | Reduce -1.5% |
| MSI Motorola Solutions Inc. | 4.75% | 55,591 | $24.5M | Reduce -1.8% |
| URI United Rentals Inc. | 4.39% | 26,063 | $22.6M | Add +5.0% |
| CPRT Copart Inc. | 4.26% | 480,291 | $22.0M | Reduce -1.7% |
| CDW CDW Corp. | 3.88% | 116,123 | $20.0M | Add +0.8% |
| SPGI S&P Global Inc. | 3.66% | 33,482 | $18.9M | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 3.64% | 185,210 | $18.8M | Reduce -1.9% |
| ZTS Zoetis Inc. | 3.63% | 123,343 | $18.7M | New |
| EW Edwards Lifesciences Corp. | 2.77% | 178,034 | $14.3M | Reduce -7.2% |
| ODFL Old Dominion Freight Line | 2.39% | 85,320 | $12.3M | Add +3.6% |
| POOL Pool Corp. | 1.88% | 31,244 | $9.7M | Add +3.2% |
Portfolio Sells Q1 2025 → Q2 2025
| CPRT Copart Inc. | Reduce -1.7% | 4.26% | −1.88 |
| PYPL PayPal Holdings Inc. | Reduce -1.7% | 6.15% | −0.79 |
| V Visa Inc. Class A | Reduce -4.5% | 5.69% | −0.75 |
| AAPL Apple Inc. | Reduce -2.0% | 6.39% | −0.67 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.64 |
| GOOGL Alphabet Inc. Class A | Reduce -18.8% | 7.62% | −0.64 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.61 |
| EW Edwards Lifesciences Corp. | Reduce -7.2% | 2.77% | −0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.6% | 9.16% | −0.13 |
| BKNG Booking Holdings Inc. | Reduce -2.7% | 6.01% | −0.10 |
| MSI Motorola Solutions Inc. | Reduce -1.8% | 4.75% | +0.01 |
| SPGI S&P Global Inc. | Reduce -1.8% | 3.66% | +0.14 |
| ORLY O'reilly Automotive Inc. | Reduce -1.9% | 3.64% | +0.28 |
| TSCO Tractor Supply Company | Reduce -1.5% | 5.46% | +0.49 |
| MSFT Microsoft Corp. | Reduce -0.7% | 7.96% | +0.92 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 10.30% | +1.06 |
Portfolio Buys Q1 2025 → Q2 2025
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 |