Fund

Wedgewood Partners Portfolio

WEDGEWOOD PARTNERS INC · Concentrated growth fundSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: V 6.3%, MSI 5.6%, ODFL 4.9%, BKNG 4.9%, PGR 4.8% and 7 more (not traded on the exchange).Rebalances after each quarterly 13F filing

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Return · Past 2 years+62.7%$1,000 → $1,627

Nov 15, 2024Nov 11, 2026

Max drawdown−24.6%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/14

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,103+$703 (+29.3%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

5 stocks · filed 8/14

GOOGL23.7%
META22.4%
AAPL19.7%
MSFT17.4%
AMZN16.8%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/14

08/14

WEDGEWOOD PARTNERS INC kept the portfolio unchanged

Holdings as of 6/30, filed 8/14

08/14

Bought TSM

Holdings as of 6/30, filed 8/14

Bought TSM 10.4%

08/14

Bought GOOGL, bought META

Holdings as of 6/30, filed 8/14

Bought GOOGL 9.4%
Bought META 8.9%
Bought AAPL 7.8%
Bought MSFT 6.9%
Bought AMZN 6.7%

and 12 more