WEDGEWOOD PARTNERS INC
SEC Form 13F institutional filer · CIK 0000859804
13F-HR · 20 reported holdings · 2026-03-31
Reported long-US-equity value
$0.43B
Top-10 concentration
66.6%
WEDGEWOOD PARTNERS INC — $429M AUM allocation strategy
WEDGEWOOD PARTNERS INC files SEC Form 13F and reports $429M of long US equity value across 20 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.4%, followed by Communication Services 19.2% and Consumer Discretionary 18.9%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WEDGEWOOD PARTNERS INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$429M
total across 20 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$TSCO −24.9K sh · −$3.39M−$CPRT −23.3K sh · −$3.67M−$IWM −11.5K sh · −$5.47M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services19.2%—
- Technology Hardware, Storage & Peripherals8.0%—
- Property & Casualty Insurance8.0%—
- Communications Equipment6.9%—
- Systems Software6.4%—
- Transaction & Payment Processing Services5.9%—
- Hotels, Resorts & Cruise Lines5.4%—
- Cargo Ground Transportation5.2%—
- Other holdings35.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 156K | $44.8M | -8.21K | 10.4% |
| $META | Meta Platforms Inc | 65.8K | $37.6M | -3.33K | 8.8% |
| $AAPL | Apple Inc | 135K | $34.3M | -7.79K | 8.0% |
| $MSI | Motorola Solutions Inc | 67.9K | $29.5M | -3.78K | 6.9% |
| $MSFT | Microsoft Corporation | 73.9K | $27.4M | -3.58K | 6.4% |
| $V | Visa Inc | 83K | $25.1M | -4.14K | 5.9% |
| $BKNG | Booking Holdings Inc | 5.52K | $23.2M | -300 | 5.4% |
| $ODFL | Old Dominion Freight Line Inc | 114K | $22.3M | -6.11K | 5.2% |
| $AMZN | Amazon.com Inc | 99.9K | $20.8M | +41.6K | 4.9% |
| $TSCO | Tractor Supply Company | 456K | $20.7M | -24.9K | 4.8% |
…and 10 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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