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Disclosery

WEDGEWOOD PARTNERS INC

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13F filer, CIK 859804, ST LOUIS, MO

WEDGEWOOD PARTNERS INC reported $535,491,123 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000859804-26-000002

Changes against Q3 2025 are not shown: its report omitted holdings under a confidential treatment request (19 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
2025-12-31
Reported value
$535M
Holdings
21
Top 10 weight
68%
New
Sold out

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000859804-26-000002, largest first. % of portfolio is the value over $535,491,123, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,132 shares; 2024Q4: 236,828 shares; 2025Q1: 236,813 shares; 2025Q2: 197,500 shares; 2025Q3: 189,282 shares; 2025Q4: 184,661 shares 184,661$56.1M10.48%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,523 shares; 2024Q4: 247,035 shares; 2025Q1: 247,928 shares; 2025Q2: 201,303 shares; 2025Q3: 207,232 shares; 2025Q4: 163,913 shares 163,913$51.3M9.58%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,848 shares; 2024Q4: 79,557 shares; 2025Q1: 69,553 shares; 2025Q2: 68,330 shares; 2025Q3: 70,594 shares; 2025Q4: 69,135 shares 69,135$45.6M8.52%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,782 shares; 2024Q4: 163,857 shares; 2025Q1: 165,093 shares; 2025Q2: 161,857 shares; 2025Q3: 166,890 shares; 2025Q4: 142,920 shares 142,920$38.9M7.26%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,884 shares; 2024Q4: 65,219 shares; 2025Q1: 77,161 shares; 2025Q2: 76,605 shares; 2025Q3: 79,208 shares; 2025Q4: 77,496 shares 77,496$37.5M7%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,816 shares; 2025Q1: 5,811 shares; 2025Q2: 5,655 shares; 2025Q3: 5,900 shares; 2025Q4: 5,817 shares 5,817$31.2M5.82%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,638 shares; 2024Q4: 121,199 shares; 2025Q1: 89,688 shares; 2025Q2: 85,603 shares; 2025Q3: 89,120 shares; 2025Q4: 87,151 shares 87,151$30.6M5.71%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,109 shares; 2024Q4: 56,490 shares; 2025Q1: 56,589 shares; 2025Q2: 55,591 shares; 2025Q3: 57,557 shares; 2025Q4: 71,724 shares 71,724$27.5M5.13%The filing omitted confidential holdings, a later amendment may add them.Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,957 shares; 2024Q4: 479,596 shares; 2025Q1: 480,065 shares; 2025Q2: 472,766 shares; 2025Q3: 489,910 shares; 2025Q4: 481,023 shares 481,023$24.1M4.49%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,829 shares; 2025Q2: 26,063 shares; 2025Q3: 26,925 shares; 2025Q4: 26,514 shares 26,514$21.5M4.01%The filing omitted confidential holdings, a later amendment may add them.Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,851 shares; 2024Q4: 90,447 shares; 2025Q1: 115,264 shares; 2025Q2: 116,123 shares; 2025Q3: 120,524 shares; 2025Q4: 151,871 shares 151,871$20.7M3.86%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,939 shares; 2024Q4: 488,433 shares; 2025Q1: 488,407 shares; 2025Q2: 480,291 shares; 2025Q3: 497,020 shares; 2025Q4: 486,085 shares 486,085$19M3.55%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,328 shares; 2024Q4: 57,406 shares; 2025Q1: 82,371 shares; 2025Q2: 85,320 shares; 2025Q3: 88,547 shares; 2025Q4: 120,051 shares 120,051$18.8M3.52%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,382 shares; 2024Q4: 23,360 shares; 2025Q1: 34,091 shares; 2025Q2: 33,482 shares; 2025Q3: 34,724 shares; 2025Q4: 33,764 shares 33,764$17.6M3.3%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,526 shares 56,526$17.6M3.29%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,464 shares; 2025Q1: 12,593 shares; 2025Q2: 185,210 shares; 2025Q3: 191,668 shares; 2025Q4: 188,726 shares 188,726$17.2M3.21%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,257 shares; 2024Q4: 339,436 shares; 2025Q1: 191,818 shares; 2025Q2: 178,034 shares; 2025Q3: 184,701 shares; 2025Q4: 180,882 shares 180,882$15.4M2.88%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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,266 shares 58,266$13.4M2.51%The filing omitted confidential holdings, a later amendment may add them.Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,343 shares; 2025Q3: 127,522 shares; 2025Q4: 104,701 shares 104,701$13.2M2.46%The filing omitted confidential holdings, a later amendment may add them.Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,384 shares; 2024Q4: 469,829 shares; 2025Q1: 473,775 shares; 2025Q2: 465,841 shares; 2025Q3: 484,651 shares; 2025Q4: 215,900 shares 215,900$12.6M2.35%The filing omitted confidential holdings, a later amendment may add them.Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,874 shares; 2025Q1: 7,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,019 shares 12,019$5.69M1.06%The filing omitted confidential holdings, a later amendment may add them.Timeline

How Q4 2025 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 0000859804-26-000002 base2026-02-17acceptance time not in the bulk data set