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David RolfeSteven D. Kaufmann

Wedgewood Partners Inc

Assets Managed
$484.286M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-9.56%(2Q avg: -5.91%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedgewood Partners Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Wedgewood Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 484.286M in assets, with a quarterly growth rate of -9.56% and a 2-quarter average growth rate of -5.91%. The portfolio is managed by David Rolfe, Steven D. Kaufmann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5%
9.25%
$44.773M
155,701 shares@ $287.56 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -29.95%
9.03%
$43.715M
129,353 shares@ $337.96 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.81%
7.78%
$37.649M
65,805 shares@ $572.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.45%
7.09%
$34.294M
135,128 shares@ $253.8 avg price
MSI
Motorola Solutions Inc
Recent Activity
Decreased -5.27%
6.09%
$29.484M
67,941 shares@ $433.97 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.61%
5.66%
$27.363M
73,919 shares@ $370.18 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -4.75%
5.19%
$25.089M
83,010 shares@ $302.25 avg price
BKNG
Booking Holdings Inc
Recent Activity
Decreased -5.15%
4.8%
$23.23M
5,517 shares@ $4210.6 avg price
ODFL
Old Dominion Freight Line
Recent Activity
Decreased -5.08%
4.6%
$22.264M
113,941 shares@ $195.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 71.47%
4.3%
$20.808M
99,907 shares@ $208.28 avg price

1-10 of 22