WEDGEWOOD PARTNERS INC
9909 CLAYTON ROAD, ST LOUIS, Missouri, 63124, (314) 567-6407
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 22 |
| New Positions | 0 |
| Increased Positions | 18 |
| Decreased Positions | 4 |
| Positions with Activity | 22 |
| Sold Out Positions | 0 |
| Total Mkt Value (in $ millions) |
3,038 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 7.4% |
| Conglomerates | 3.2% |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 3.36% |
| Energy | 3.5% |
| Financial | 22.64% |
| Healthcare | 8.26% |
| Services | 17.95% |
| Technology | 30.11% |
| Transportation | 3.59% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
22 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| APPLE INC | COM | 281,598 | 104,388 | 58.91 | 638,033 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 217,684 | 6,165 | 2.92 | 1,946,211 |
| GOOGLE INC | CL A | 201,485 | 38,387 | 23.54 | 226,535 |
| QUALCOMM INC | COM | 194,455 | 53,107 | 37.57 | 2,981,074 |
| EXPRESS SCRIPTS HLDG CO | COM | 181,791 | 49,940 | 37.88 | 2,909,120 |
| CUMMINS INC | COM | 140,272 | -1,690 | (1.19) | 1,193,801 |
| COACH INC | COM | 134,682 | 40,911 | 43.63 | 2,280,812 |
| GILEAD SCIENCES INC | COM | 125,951 | -3,931 | (3.03) | 2,251,933 |
| VISA INC | COM CL A | 125,734 | 27,264 | 27.69 | 697,982 |
| VARIAN MED SYS INC | COM | 124,993 | 23,730 | 23.43 | 1,826,581 |
| STERICYCLE INC | COM | 121,450 | 43,782 | 56.37 | 1,094,931 |
| COGNIZANT TECHNOLOGY SOLUTIONS | CL A | 120,814 | 22,577 | 22.98 | 1,854,397 |
| SCHWAB CHARLES CORP NEW | COM | 119,457 | -11,810 | (9) | 6,267,418 |
| E M C CORP MASS | COM | 116,208 | 47,177 | 68.34 | 4,907,434 |
| VERISK ANALYTICS INC | CL A | 113,192 | 25,704 | 29.38 | 1,889,680 |
| AMERICAN EXPRESS CO | COM | 111,620 | -1,513 | (1.34) | 1,499,469 |
| EXPEDITORS INTL WASH INC | COM | 109,128 | 31,593 | 40.75 | 2,849,284 |
| PRICELINE COM INC | COM NEW | 107,291 | 23,714 | 28.37 | 134,445 |
| SCHLUMBERGER LTD | COM | 106,286 | 23,812 | 28.87 | 1,406,277 |
| MONSTER BEVERAGE CORP | COM | 102,206 | 38,789 | 61.17 | 1,796,868 |
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