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Disclosery

WEDGEWOOD PARTNERS INC

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13F filer, CIK 859804, ST LOUIS, MO

WEDGEWOOD PARTNERS INC reported $484,433,173 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 71.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000859804-26-000006

Changes against Q1 2026 are not shown: its report omitted holdings under a confidential treatment request (22 positions on file), so every position would read as new.

The filing omits holdings under a confidential treatment request (H8). A later amendment may add them.

Period
2026-06-30
Reported value
$484M
Holdings
18
Top 10 weight
71.82%
New
Sold out

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000859804-26-000006, largest first. % of portfolio is the value over $484,433,173, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,132 shares; 2024Q4: 236,828 shares; 2025Q1: 236,813 shares; 2025Q2: 197,500 shares; 2025Q3: 189,282 shares; 2025Q4: 184,661 shares; 2026Q1: 129,353 shares; 2026Q2: 105,499 shares 105,499$50.4M10.4%The filing omitted confidential holdings, a later amendment may add them.Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,523 shares; 2024Q4: 247,035 shares; 2025Q1: 247,928 shares; 2025Q2: 201,303 shares; 2025Q3: 207,232 shares; 2025Q4: 163,913 shares; 2026Q1: 155,701 shares; 2026Q2: 127,237 shares 127,237$45.5M9.39%The filing omitted confidential holdings, a later amendment may add them.Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,848 shares; 2024Q4: 79,557 shares; 2025Q1: 69,553 shares; 2025Q2: 68,330 shares; 2025Q3: 70,594 shares; 2025Q4: 69,135 shares; 2026Q1: 65,805 shares; 2026Q2: 76,471 shares 76,471$43.1M8.89%The filing omitted confidential holdings, a later amendment may add them.Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,782 shares; 2024Q4: 163,857 shares; 2025Q1: 165,093 shares; 2025Q2: 161,857 shares; 2025Q3: 166,890 shares; 2025Q4: 142,920 shares; 2026Q1: 135,128 shares; 2026Q2: 130,682 shares 130,682$37.8M7.81%The filing omitted confidential holdings, a later amendment may add them.Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,884 shares; 2024Q4: 65,219 shares; 2025Q1: 77,161 shares; 2025Q2: 76,605 shares; 2025Q3: 79,208 shares; 2025Q4: 77,496 shares; 2026Q1: 73,919 shares; 2026Q2: 89,518 shares 89,518$33.4M6.89%The filing omitted confidential holdings, a later amendment may add them.Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,266 shares; 2026Q1: 99,907 shares; 2026Q2: 135,440 shares 135,440$32.3M6.66%The filing omitted confidential holdings, a later amendment may add them.Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,638 shares; 2024Q4: 121,199 shares; 2025Q1: 89,688 shares; 2025Q2: 85,603 shares; 2025Q3: 89,120 shares; 2025Q4: 87,151 shares; 2026Q1: 83,010 shares; 2026Q2: 89,188 shares 89,188$30.6M6.32%The filing omitted confidential holdings, a later amendment may add them.Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,109 shares; 2024Q4: 56,490 shares; 2025Q1: 56,589 shares; 2025Q2: 55,591 shares; 2025Q3: 57,557 shares; 2025Q4: 71,724 shares; 2026Q1: 67,941 shares; 2026Q2: 65,643 shares 65,643$27.3M5.63%The filing omitted confidential holdings, a later amendment may add them.Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,328 shares; 2024Q4: 57,406 shares; 2025Q1: 82,371 shares; 2025Q2: 85,320 shares; 2025Q3: 88,547 shares; 2025Q4: 120,051 shares; 2026Q1: 113,941 shares; 2026Q2: 110,288 shares 110,288$23.9M4.93%The filing omitted confidential holdings, a later amendment may add them.Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,087 shares; 2024Q4: 5,816 shares; 2025Q1: 5,811 shares; 2025Q2: 5,655 shares; 2025Q3: 5,900 shares; 2025Q4: 5,817 shares; 2026Q1: 5,517 shares; 2026Q2: 133,351 shares 133,351$23.8M4.91%The filing omitted confidential holdings, a later amendment may add them.Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,352 shares; 2026Q2: 106,261 shares 106,261$23.2M4.79%The filing omitted confidential holdings, a later amendment may add them.Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,526 shares; 2026Q1: 53,886 shares; 2026Q2: 68,039 shares 68,039$23.2M4.79%The filing omitted confidential holdings, a later amendment may add them.Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,829 shares; 2025Q2: 26,063 shares; 2025Q3: 26,925 shares; 2025Q4: 26,514 shares; 2026Q1: 25,192 shares; 2026Q2: 16,732 shares 16,732$19M3.91%The filing omitted confidential holdings, a later amendment may add them.Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,822 shares; 2024Q4: 8,464 shares; 2025Q1: 12,593 shares; 2025Q2: 185,210 shares; 2025Q3: 191,668 shares; 2025Q4: 188,726 shares; 2026Q1: 178,397 shares; 2026Q2: 172,645 shares 172,645$15.9M3.28%The filing omitted confidential holdings, a later amendment may add them.Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359,257 shares; 2024Q4: 339,436 shares; 2025Q1: 191,818 shares; 2025Q2: 178,034 shares; 2025Q3: 184,701 shares; 2025Q4: 180,882 shares; 2026Q1: 170,969 shares; 2026Q2: 165,208 shares 165,208$14.9M3.08%The filing omitted confidential holdings, a later amendment may add them.Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,275 shares; 2026Q2: 90,562 shares 90,562$14.9M3.08%The filing omitted confidential holdings, a later amendment may add them.Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,382 shares; 2024Q4: 23,360 shares; 2025Q1: 34,091 shares; 2025Q2: 33,482 shares; 2025Q3: 34,724 shares; 2025Q4: 33,764 shares; 2026Q1: 32,371 shares; 2026Q2: 31,339 shares 31,339$12.8M2.63%The filing omitted confidential holdings, a later amendment may add them.Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509,939 shares; 2024Q4: 488,433 shares; 2025Q1: 488,407 shares; 2025Q2: 480,291 shares; 2025Q3: 497,020 shares; 2025Q4: 486,085 shares; 2026Q1: 462,749 shares; 2026Q2: 447,748 shares 447,748$12.6M2.61%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000859804-26-000006 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000859804-26-000006 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000859804-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000859804-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000859804-25-000009 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000859804-25-000006 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000859804-25-000004 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000859804-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000859804-24-000009 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000859804-24-000006 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0000859804-24-000004 Quarter ended 2024-03-312024-05-16acceptance time not in the bulk data set
13F-HR 0000859804-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000859804-23-000009 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000859804-23-000007 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000859804-23-000005 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000859804-23-000003 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0000859804-22-000009 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000859804-22-000007 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0000859804-22-000005 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000859804-22-000003 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000859804-21-000010 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0000859804-21-000008 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0000859804-21-000006 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000859804-21-000003 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0000859804-20-000010 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0000859804-20-000008 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000859804-20-000006 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000859804-20-000003 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR/A 0000859804-20-000004 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0000859804-19-000009 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0000859804-19-000007 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000859804-19-000005 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0000859804-19-000003 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000859804-18-000008 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0000859804-18-000007 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0000859804-18-000006 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0000859804-18-000002 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000859804-17-000009 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000859804-17-000007 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000859804-17-000005 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000859804-17-000002 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000859804-16-000023 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000859804-16-000022 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000859804-16-000020 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000859804-16-000016 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0000859804-15-000012 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR/A 0000859804-15-000010 Quarter ended 2015-06-302015-08-17acceptance time not in the bulk data set
13F-HR 0000859804-15-000009 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000859804-15-000007 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000859804-15-000005 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0000859804-14-000007 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000859804-14-000005 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000859804-14-000004 Quarter ended 2014-03-312014-05-16acceptance time not in the bulk data set
13F-HR 0000859804-14-000001 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0000859804-13-000012 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000859804-13-000008 Quarter ended 2013-06-302013-08-16acceptance time not in the bulk data set
13F-HR/A 0000859804-13-000009 Quarter ended 2013-06-302013-08-16acceptance time not in the bulk data set