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) 5,756

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

Sector Weighting

Basic Materials
Capital Goods 5.66%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 3.98%
Energy 3.82%
Financial 21.85%
Healthcare 3.62%
Services 20.01%
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
GILEAD SCIENCES INC COM -203,031 Sold Out 0
CUMMINS INC COM 158,659 -75,907 (32.36) 1,202,145
APPLE INC COM 607,188 -67,950 (10.07) 6,026,684
BERKSHIRE HATHAWAY INC DEL CL B NEW 559,214 -41,395 (6.89) 4,048,166
NOW INC COM 14,565 -477 (3.17) 478,947
GOOGLE INC CL C 114,598 197 .17 198,487
MEAD JOHNSON NUTRITION CO COM 229,181 6,399 2.87 2,381,845
SCHLUMBERGER LTD COM 219,641 6,913 3.25 2,159,911
M & T BK CORP COM 300,262 13,448 4.69 2,435,410
QUALCOMM INC COM 366,208 16,502 4.72 4,897,789
VARIAN MED SYS INC COM 208,425 11,718 5.96 2,601,412
LKQ CORP COM 143,808 8,453 6.25 5,408,348
COGNIZANT TECHNOLOGY SOLUTIONS CL A 317,600 19,155 6.42 7,094,047
STERICYCLE INC COM 278,945 20,492 7.93 2,393,147
E M C CORP MASS COM 408,640 31,870 8.46 13,965,839
NATIONAL OILWELL VARCO INC COM 167,120 16,555 11.00 2,196,060
GOOGLE INC CL A 129,894 13,303 11.41 220,754
EXPRESS SCRIPTS HLDG CO COM 390,342 40,036 11.43 5,526,574
VERISK ANALYTICS INC CL A 195,862 21,591 12.39 3,216,655
PERRIGO CO PLC SHS 261,691 37,190 16.57 1,742,399


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