WEDGEWOOD PARTNERS INC

Q2 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$484,433
Net value change ($000)
+147 (0.0%)
New positions
0
Sold out positions
4
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 11,473 55.1%
PGR 6,689 40.5%
TSM 6,668 15.3%
MSFT 6,029 22.0%
CB 5,620 32.0%
V 5,510 22.0%
META 5,426 14.4%
AAPL 3,520 10.3%
TOL 2,873 23.8%
ODFL 1,624 7.3%
Top Reduces (Value $000, Stocks/ETFs)
TSCO -20,661 -100.0%
CDW -17,532 -100.0%
ZTS -13,422 -100.0%
CPRT -2,741 -17.8%
MSI -2,223 -7.5%
SPGI -1,006 -7.3%
ORLY -569 -3.5%
IWF -223 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type