WEDGEWOOD PARTNERS INC Information

9909 CLAYTON ROAD, ST LOUIS, Missouri, 63124, (314) 567-6407

Report Date: 06/30/2014

Position Statistics

Total Positions 23
New Positions 0
Increased Positions 18
Decreased Positions 5
Positions with Activity 23
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,867

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 5.7%
Conglomerates
Consumer Cyclical 2.57%
Consumer/Non-Cyclical 4.18%
Energy 3.55%
Financial 21.57%
Healthcare 3.71%
Services 20.07%
Technology 33.77%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 643,288 -71,989 (10.07) 6,026,684
BERKSHIRE HATHAWAY INC DEL CL B NEW 568,605 -42,090 (6.89) 4,048,166
EXPRESS SCRIPTS HLDG CO COM 411,232 42,178 11.43 5,526,574
E M C CORP MASS COM 397,747 31,020 8.46 13,965,839
QUALCOMM INC COM 375,024 16,900 4.72 4,897,789
COGNIZANT TECHNOLOGY SOLUTIONS CL A 332,924 20,079 6.42 7,094,047
STERICYCLE INC COM 296,870 21,808 7.93 2,393,147
M & T BK CORP COM 288,547 12,924 4.69 2,435,410
PERRIGO CO PLC SHS 272,110 38,671 16.57 1,742,399
COACH INC COM 266,793 145,725 120.37 7,846,843
MEAD JOHNSON NUTRITION CO COM 245,092 6,844 2.87 2,381,845
VARIAN MED SYS INC COM 217,686 12,239 5.96 2,601,412
SCHLUMBERGER LTD COM 208,453 6,561 3.25 2,159,911
VISA INC COM CL A 205,377 73,074 55.23 947,703
VERISK ANALYTICS INC CL A 203,100 22,389 12.39 3,216,655
PRICELINE GRP INC COM NEW 202,631 51,981 34.50 175,192
CUMMINS INC COM 173,818 -83,159 (32.36) 1,202,145
NATIONAL OILWELL VARCO INC COM 160,488 15,898 11.00 2,196,060
LKQ CORP COM 150,487 8,845 6.25 5,408,348
GOOGLE INC CL A 123,388 12,637 11.41 220,754