Long-term investor

Wedgewood Investors Inc. @wedgewoodinvestorsincpa

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001125243).

Record

  • Tracked since 2025-06-30 (476 days), 75 trades recorded
  • Returns: week n/a · month n/a · 90 days -4.5% · 6 months +10.7% · 1 year +14.9% · all +14.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 4.8% · long · since 2025-06-30
  • 02079K107 · 3.7% · long · since 2025-06-30
  • 29530P102 · 3.6% · long · since 2025-06-30
  • 808524201 · 3.5% · long · since 2025-06-30
  • AAPL · 3.2% · long · since 2025-06-30
  • 929740108 · 3.1% · long · since 2025-06-30
  • 78462F103 · 3.0% · long · since 2025-06-30
  • GOOGL · 2.8% · long · since 2025-06-30
  • 464287200 · 2.7% · long · since 2025-06-30
  • NVDA · 2.6% · long · since 2025-06-30
  • 907818108 · 2.5% · long · since 2025-06-30
  • PM · 2.5% · long · since 2025-06-30

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