Long-term investor
Wedgewood Partners Inc. @wedgewoodpartnersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000859804).
Record
- Tracked since 2025-06-30 (445 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.1% · all +8.1%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 10.4% · long · since 2025-06-30
- GOOGL · 9.4% · long · since 2025-06-30
- META · 8.9% · long · since 2025-06-30
- AAPL · 7.8% · long · since 2025-06-30
- MSFT · 6.9% · long · since 2025-06-30
- AMZN · 6.7% · long · since 2025-12-31
- V · 6.3% · long · since 2025-06-30
- MSI · 5.6% · long · since 2025-06-30
- ODFL · 4.9% · long · since 2025-06-30
- BKNG · 4.9% · long · since 2025-06-30
- PGR · 4.8% · long · since 2026-03-31
- CB · 4.8% · long · since 2025-12-31