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) 5,912

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

Sector Weighting

Basic Materials
Capital Goods 6.07%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 3.8%
Energy 3.98%
Financial 21.28%
Healthcare 3.71%
Services 20.59%
Technology 33.39%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
GILEAD SCIENCES INC COM -198,282 Sold Out 0
CUMMINS INC COM 174,575 -83,522 (32.36) 1,202,145
APPLE INC COM 610,624 -68,334 (10.07) 6,026,684
BERKSHIRE HATHAWAY INC DEL CL B NEW 549,539 -40,679 (6.89) 4,048,166
NOW INC COM 15,891 -520 (3.17) 478,947
GOOGLE INC CL C 115,631 199 .17 198,487
MEAD JOHNSON NUTRITION CO COM 224,703 6,274 2.87 2,381,845
SCHLUMBERGER LTD COM 235,495 7,412 3.25 2,159,911
LKQ CORP COM 147,648 8,678 6.25 5,408,348
VARIAN MED SYS INC COM 219,403 12,335 5.96 2,601,412
M & T BK CORP COM 298,752 13,381 4.69 2,435,410
GOOGLE INC CL A 130,806 13,396 11.41 220,754
QUALCOMM INC COM 376,248 16,955 4.72 4,897,789
NATIONAL OILWELL VARCO INC COM 184,469 18,274 11.00 2,196,060
COGNIZANT TECHNOLOGY SOLUTIONS CL A 326,752 19,707 6.42 7,094,047
STERICYCLE INC COM 285,837 20,998 7.93 2,393,147
VERISK ANALYTICS INC CL A 205,223 22,623 12.39 3,216,655
E M C CORP MASS COM 413,947 32,284 8.46 13,965,839
PERRIGO CO PLC SHS 260,001 36,950 16.57 1,742,399
EXPRESS SCRIPTS HLDG CO COM 414,659 42,530 11.43 5,526,574