Wedgewood Partners Inc (David Rolfe)
Basic Stats
Market Value
475.24M
Top 10 (%)
68.85%
Portfolio Size
20 (-1)
Avg. Holding Period
20 years
Turnover
0.05%
Industry Breakdown
Services-computer Programming, Data Processing, Etc.
18.22%
Services-business Services, Nec
14.12%
Electronic Computers
7.03%
Semiconductors & Related Devices
6.94%
Services-prepackaged Software
6.13%
Retail-auto Dealers & Gasoline Stations
5.59%
Radio & Tv Broadcasting & Communications Equipment
5.52%
Hospital & Medical Service Plans
5.35%
Retail-building Materials, Hardware, Garden Supply
5.17%
Transportation Services
5.06%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Meta Platforms Inc | META | 46.99M | 9.89% | 102.12K | -26.27% | -36.39K | $353.96 | 0.00% |
 Alphabet Inc | GOOGL | 39.38M | 8.29% | 271.30K | -2.85% | -7.95K | $139.69 | 0.00% |
 Visa Inc | V | 36.74M | 7.73% | 133.22K | 12.10% | 14.38K | $260.35 | 0.01% |
 Apple Inc | AAPL | 33.40M | 7.03% | 180.48K | -2.59% | -4.80K | $192.53 | 0.00% |
 Taiwan Semiconductor Mfg Ltd | TSM | 32.97M | 6.94% | 258.46K | -2.78% | -7.39K | $104.00 | 0.00% |
 Paypal Hldgs Inc | PYPL | 30.36M | 6.39% | 521.12K | 49.10% | 171.61K | $61.41 | 0.05% |
 Microsoft Corp | MSFT | 29.14M | 6.13% | 71.71K | -2.67% | -1.97K | $376.04 | 0.00% |
 Copart Inc | CPRT | 26.54M | 5.59% | 539.16K | -2.26% | -12.48K | $49.00 | 0.06% |
 Motorola Solutions Inc | MSI | 26.26M | 5.52% | 82.25K | -23.27% | -24.95K | $313.09 | 0.05% |
 Unitedhealth Group Inc | UNH | 25.44M | 5.35% | 49.22K | -1.89% | -947.00 | $526.47 | 0.01% |
 Tractor Supply Co | TSCO | 24.57M | 5.17% | 105.31K | -2.07% | -2.22K | $215.03 | 0.10% |
 Booking Holdings Inc | BKNG | 24.04M | 5.06% | 6.41K | -2.31% | -152.00 | $3,547.22 | 0.02% |
 Cdw Corp | CDW | 23.88M | 5.02% | 100.56K | -24.03% | -31.81K | $227.32 | 0.07% |
 Edwards Lifesciences Corp | EW | 21.62M | 4.55% | 250.65K | 29.34% | 56.85K | $76.25 | 0.04% |
 Old Dominion Freight Line In | ODFL | 13.41M | 2.82% | 31.63K | -2.31% | -747.00 | $405.33 | 0.03% |
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