13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000859804-26-000002
Total Value
$535.5M
Positions
21
Other Managers
1
Confidential Omitted
Yes
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 184,661 | $56.1M | 10.48% |
| 2 | ALPHABET INC | GOOG | 163,913 | $51.3M | 9.58% |
| 3 | META PLATFORMS INC | META | 69,135 | $45.6M | 8.52% |
| 4 | APPLE INC | AAPL | 142,920 | $38.9M | 7.26% |
| 5 | MICROSOFT CORP | MSFT | 77,496 | $37.5M | 7.00% |
| 6 | BOOKING HOLDINGS INC | BKNG | 5,817 | $31.2M | 5.82% |
| 7 | VISA INC | V | 87,151 | $30.6M | 5.71% |
| 8 | MOTOROLA SOLUTIONS INC | MSI | 71,724 | $27.5M | 5.13% |
| 9 | TRACTOR SUPPLY CO | TSCO | 481,023 | $24.1M | 4.49% |
| 10 | UNITED RENTALS INC | URI | 26,514 | $21.5M | 4.01% |
| 11 | CDW CORP | CDW | 151,871 | $20.7M | 3.86% |
| 12 | COPART INC | CPRT | 486,085 | $19.0M | 3.55% |
| 13 | OLD DOMINION FREIGHT LINE IN | ODFL | 120,051 | $18.8M | 3.52% |
| 14 | S&P GLOBAL INC | SPGI | 33,764 | $17.6M | 3.30% |
| 15 | CHUBB LIMITED | CB | 56,526 | $17.6M | 3.29% |
| 16 | OREILLY AUTOMOTIVE INC | 67103H107 | 188,726 | $17.2M | 3.21% |
| 17 | EDWARDS LIFESCIENCES CORP | EW | 180,882 | $15.4M | 2.88% |
| 18 | AMAZON COM INC | AMZN | 58,266 | $13.4M | 2.51% |
| 19 | ZOETIS INC | ZTS | 104,701 | $13.2M | 2.46% |
| 20 | PAYPAL HLDGS INC | PYPL | 215,900 | $12.6M | 2.35% |
| 21 | ISHARES TR | 464287614 | 12,019 | $5.7M | 1.06% |