David Rolfe - Wedgewood Partners Portfolio Holdings (Jun 30, 2025)
As of Jun 30, 2025, the Wedgewood Partners portfolio holdings is valued at approximately $515.19M, featuring 19 publicly traded holdings. This in-depth profile highlights the top investments led by META PLATFORMS INC (META), TAIWAN SEMICONDUCTOR MFG LTD (TSM), MICROSOFT CORP (MSFT), ALPHABET INC (GOOGL), APPLE INC (AAPL), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Wedgewood Partners’s stock portfolio spans 19 holdings across 6 different sectors, with a total market value of $515.19M. The Technology sector represents the largest allocation, while the top holdings account for nearly 41% of the total portfolio value. META PLATFORMS INC remains single largest position at 10.3% of all equity investments.
Trends by sector
Investment Adjustments from Previous Filing
Wedgewood Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| META META PLATFORMS INC | 10.30% | $53,049,206 |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 9.16% | $47,202,444 |
| MSFT MICROSOFT CORP | 7.96% | $41,032,945 |
| GOOGL ALPHABET INC | 7.62% | $39,262,093 |
| AAPL APPLE INC | 6.39% | $32,913,651 |
| PYPL PAYPAL HLDGS INC | 6.15% | $31,681,846 |
| BKNG BOOKING HOLDINGS INC | 6.01% | $30,968,872 |
| V VISA INC | 5.69% | $29,289,143 |
| TSCO TRACTOR SUPPLY CO | 5.46% | $28,129,559 |
| MSI MOTOROLA SOLUTIONS INC | 4.75% | $24,458,277 |
| URI UNITED RENTALS INC | 4.39% | $22,637,730 |
| CPRT COPART INC | 4.26% | $21,968,510 |
| CDW CDW CORP | 3.88% | $19,989,385 |
| SPGI S&P GLOBAL INC | 3.66% | $18,851,188 |
| ORLY OREILLY AUTOMOTIVE INC | 3.64% | $18,774,738 |
| ZTS ZOETIS INC | 3.63% | $18,724,701 |
| EW EDWARDS LIFESCIENCES CORP | 2.77% | $14,258,743 |
| ODFL OLD DOMINION FREIGHT LINE IN | 2.39% | $12,316,851 |
| POOL POOL CORP | 1.88% | $9,679,737 |