account_balance
Investment manager · 13F filer · SEC CIK 859804
Wedgewood Partners Inc
Reported value$484Mas of Jun 30, 2026
Positions18 0 new, 4 sold out
Top 10 weight71.8%TSM alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%Trimmed −18%
GOOGLAlphabet Inc.
9.4%Trimmed −18%
METAMeta Platforms, Inc.
8.9%Added +16%
AAPLApple Inc.
7.8%Trimmed −3%
MSFTMicrosoft Corp
6.9%Added +21%
AMZNAmazon.com Inc
6.7%Added +36%
VVisa Inc.
6.3%Added +7%
MSIMotorola Solutions, Inc.
5.6%Trimmed −3%
ODFLOld Dominion Freight Line, Inc.
4.9%Trimmed −3%
BKNGBooking Holdings Inc.
4.9%Trimmed −3%
PGRProgressive Corp
4.8%Added +27%
CBChubb Ltd
4.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.4%−18%
GOOGLAlphabet Inc.
9.4%
METAMeta Platforms, Inc.
8.9%
AAPLApple Inc.
7.8%−3%
MSFTMicrosoft Corp
6.9%+21%
AMZNAmazon.com Inc
6.7%+36%
VVisa Inc.
6.3%
MSIMotorola Solutions, Inc.
5.6%
ODFLOld Dominion Freight Line, Inc.
4.9%
BKNGBooking Holdings Inc.
4.9%
PGRProgressive Corp
4.8%
CBChubb Ltd
4.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 10.4% Trimmed −18%GOOGL Alphabet Inc. 9.4% Trimmed −18%META Meta Platforms, Inc. 8.9% Added +16%AAPL Apple Inc. 7.8% Trimmed −3%MSFT Microsoft Corp 6.9% Added +21%AMZN Amazon.com Inc 6.7% Added +36%V Visa Inc. 6.3% Added +7%MSI Motorola Solutions, Inc. 5.6% Trimmed −3%ODFL Old Dominion Freight Line, Inc. 4.9% Trimmed −3%BKNG Booking Holdings Inc. 4.9% Trimmed −3%PGR Progressive Corp 4.8% Added +27%CB Chubb Ltd 4.8% Added +26%
What changed
Biggest moves since Mar 31, 2026
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