Wedgewood Partners portfolio
Investment firm, St Louis · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC August 14, 2026 · Next filing due by November 14, 2026
Reported value
$484.4M
up from $484.3M in Q1 2026
Positions
18
22 last quarter
Top 10 holdings
71.8%
of the portfolio
This quarter
0 new · 4 sold
7 added to, 10 trimmed
What Wedgewood Partners did in Q2 2026
Wedgewood Partners sold out of 4 positions, among them Tractor Supply, Cdw and Zoetis. Taiwan Semiconductor Manufacturing is now the largest holding, at 10.4% of the portfolio.
Biggest buys
- Amazon AMZN+36%
- Progressive PGR+27%
- Chubb CB+26%
- Microsoft MSFT+21%
- Meta Platforms META+16%
Biggest sells
- Tractor Supply TSCOSold out
- Cdw CDWSold out
- Zoetis ZTSSold out
- Ishares Tr IWFSold out
- United Rentals URI−34%
Top 15 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor ManufacturingTSM | 10.4% | $50.4M | −18% | Q3 2024 or earlier |
| 2 | AlphabetGOOGL | 9.4% | $45.5M | −18% | Q3 2024 or earlier |
| 3 | Meta PlatformsMETA | 8.9% | $43.1M | +16% | Q3 2024 or earlier |
| 4 | AppleAAPL | 7.8% | $37.8M | −3% | Q3 2024 or earlier |
| 5 | MicrosoftMSFT | 6.9% | $33.4M | +21% | Q3 2024 or earlier |
| 6 | AmazonAMZN | 6.7% | $32.3M | +36% | Q4 2025 |
| 7 | VisaV | 6.3% | $30.6M | +7% | Q3 2024 or earlier |
| 8 | Motorola SolutionsMSI | 5.6% | $27.3M | −3% | Q3 2024 or earlier |
| 9 | Old Dominion Freight LineODFL | 4.9% | $23.9M | −3% | Q3 2024 or earlier |
| 10 | Booking HoldingsBKNG | 4.9% | $23.8M | Split | Q3 2024 or earlier |
| 11 | ProgressivePGR | 4.8% | $23.2M | +27% | Q1 2026 |
| 12 | ChubbCB | 4.8% | $23.2M | +26% | Q4 2025 |
| 13 | United RentalsURI | 3.9% | $19.0M | −34% | Q1 2025 |
| 14 | O Reilly AutomotiveORLY | 3.3% | $15.9M | −3% | Q3 2024 or earlier |
| 15 | Edwards LifesciencesEW | 3.1% | $14.9M | −3% | Q3 2024 or earlier |
3 more positions, plus every quarter’s holdings going back years.Request early access to see the full portfolio →
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About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.