Wedgewood Partners Inc holds a focused book of 22 stocks worth $484.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Progressive Corp and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/859804/holdings"
Use Arkolith to show WEDGEWOOD PARTNERS INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wedgewood Partners Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 23 / 22 | $1.4T |
| BlackRock, Inc. | 23 / 22 | $1.0T |
| FMR LLC | 23 / 22 | $411.8B |
| MORGAN STANLEY | 23 / 22 | $250.0B |
| JPMORGAN CHASE & CO | 23 / 22 | $213.9B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 23 / 22 | $194.2B |
| BANK OF AMERICA CORP /DE/ | 23 / 22 | $141.2B |
| NORTHERN TRUST CORP | 23 / 22 | $140.8B |
Ranked by how many of Wedgewood Partners Inc's top 22 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $44.8M | 155.7K | 9.2% | ▼−5.0% Reduced · −8K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $43.7M | 129.4K | 9.0% | ▼−30% Reduced · −55K sh | |
| 3 | Meta Platforms Inc CL A | $37.6M | 65.8K | 7.8% | ▼−4.8% Reduced · −3K sh | |
| 4 | Apple Inc COM | $34.3M | 135.1K | 7.1% | ▼−5.5% Reduced · −8K sh | |
| 5 | Motorola Solutions Inc COM NEW | $29.5M | 67.9K | 6.1% | ▼−5.3% Reduced · −4K sh | |
| 6 | Microsoft Corp COM | $27.4M | 73.9K | 5.7% | ▼−4.6% Reduced · −4K sh | |
| 7 | Visa Inc COM CL A | $25.1M | 83.0K | 5.2% | ▼−4.8% Reduced · −4K sh | |
| 8 | Booking Holdings Inc COM | $23.2M | 5.5K | 4.8% | ▼−5.2% Reduced · −300 sh | |
| 9 | Old Dominion Freight Line In COM | $22.3M | 113.9K | 4.6% | ▼−5.1% Reduced · −6K sh | |
| 10 | Amazon Com Inc COM | $20.8M | 99.9K | 4.3% | ▲+71% Added · +42K sh | |
| 11 | Tractor Supply Co COM | $20.7M | 456.1K | 4.3% | ▼−5.2% Reduced · −25K sh | |
| 12 | United Rentals Inc COM | $18.4M | 25.2K | 3.8% | ▼−5.0% Reduced · −1K sh | |
| 13 | Chubb Ltd Switz COM | $17.6M | 53.9K | 3.6% | ▼−4.7% Reduced · −3K sh | |
| 14 | CDW Corp COM | $17.5M | 144.9K | 3.6% | ▼−4.6% Reduced · −7K sh | |
| 15 | Progressive Corp COM | $16.5M | 83.4K | 3.4% | ▲New New position | |
| 16 | Oreilly Automotive Inc COM | $16.5M | 178.4K | 3.4% | ▼−5.5% Reduced · −10K sh | |
| 17 | Copart Inc COM | $15.4M | 462.7K | 3.2% | ▼−4.8% Reduced · −23K sh | |
| 18 | S&P Global Inc COM | $13.8M | 32.4K | 2.8% | ▼−4.1% Reduced · −1K sh | |
| 19 | Edwards Lifesciences Corp COM | $13.7M | 171.0K | 2.8% | ▼−5.5% Reduced · −10K sh | |
| 20 | Zoetis Inc CL A | $13.4M | 113.5K | 2.8% | ▲+8.4% Added · +9K sh | |
| 21 | Toll Brothers Inc COM | $12.0M | 88.3K | 2.5% | ▲New New position | |
| 22 | Ishares TR RUS 1000 GRW ETF | $223K | 524 | 0.0% | ▼−96% Reduced · −11K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 22 | $484.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 21 | $535.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 19 | $547.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 19 | $515.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 20 | $496.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 19 | $507.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 19 | $550.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 19 | $490.1M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 19 | $499.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.