David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2025, the filing reported:
New Buys - United Rentals, Inc.
Increases - Apple Inc., CDW Corporation, Alphabet Inc., iShares Russell 1000 Growth ETF, Microsoft Corporation, and 7 more
Reductions - Booking Holdings Inc. Common St, Copart, Inc., Edwards Lifesciences Corporatio, Meta Platforms, Inc., Taiwan Semiconductor Manufactur, and 2 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2025
|
AAPL
Apple Inc.
|
Buy |
+1,236
|
|
Q1 2025
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-5
|
|
Q1 2025
|
CDW
CDW Corporation
|
Buy |
+24,817
|
|
Q1 2025
|
CPRT
Copart, Inc.
|
Sell |
-26
|
|
Q1 2025
|
EW
Edwards Lifesciences Corporatio
|
Sell |
-147,618
|
|
Q1 2025
|
GOOGL
Alphabet Inc.
|
Buy |
+893
|
|
Q1 2025
|
IWF
iShares Russell 1000 Growth ETF
|
Buy |
+3,714
|
|
Q1 2025
|
META
Meta Platforms, Inc.
|
Sell |
-10,004
|
|
Q1 2025
|
MSFT
Microsoft Corporation
|
Buy |
+11,942
|
|
Q1 2025
|
MSI
Motorola Solutions, Inc.
|
Buy |
+99
|
|
Q1 2025
|
ODFL
Old Dominion Freight Line, Inc.
|
Buy |
+24,965
|
|
Q1 2025
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+4,129
|
|
Q1 2025
|
POOL
Pool Corporation
|
Buy |
+466
|
|
Q1 2025
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+3,946
|
|
Q1 2025
|
SPGI
S&P Global Inc.
|
Buy |
+10,731
|
|
Q1 2025
|
TSCO
Tractor Supply Company
|
Buy |
+469
|
|
Q1 2025
|
TSM
Taiwan Semiconductor Manufactur
|
Sell |
-15
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-45,082
|
|
Q1 2025
|
URI
United Rentals, Inc.
|
Buy - Position Entry |
+24,829
|
|
Q1 2025
|
V
Visa Inc.
|
Sell |
-31,511
|