WEDGEWOOD PARTNERS INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 22
New Positions 0
Increased Positions 19
Decreased Positions 3
Positions with Activity 22
Sold Out Positions 1
Total Mkt Value (in $ millions) 6,533

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

Sector Weighting

Basic Materials
Capital Goods 5.33%
Conglomerates
Consumer Cyclical 3.53%
Consumer/Non-Cyclical 3.69%
Energy 2.96%
Financial 22.45%
Healthcare 3.78%
Services 20.48%
Technology 33.27%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
NOW INC COM -11,950 Sold Out 0
APPLE INC COM 549,580 -129,326 (19.05) 4,878,650
GOOGLE INC CL C 98,524 -2,922 (2.88) 192,769
MEAD JOHNSON NUTRITION CO COM 240,800 1,234 .52 2,394,115
PERRIGO CO PLC SHS 294,806 7,571 2.64 1,788,328
E M C CORP MASS COM 436,564 18,287 4.37 14,576,412
BERKSHIRE HATHAWAY INC DEL CL B NEW 646,446 28,412 4.60 4,234,269
STERICYCLE INC COM 335,086 17,994 5.68 2,528,949
NATIONAL OILWELL VARCO INC COM 152,211 8,875 6.19 2,332,028
SCHLUMBERGER LTD COM 193,591 11,662 6.41 2,298,360
VISA INC COM CL A 267,312 16,967 6.78 1,011,933
VERISK ANALYTICS INC CL A 223,267 14,667 7.03 3,442,817
EXPRESS SCRIPTS HLDG CO COM 479,449 34,670 7.80 5,957,369
COACH INC COM 310,891 25,031 8.76 8,533,938
M & T BK CORP COM 329,623 26,804 8.85 2,650,981
VARIAN MED SYS INC COM 246,882 20,117 8.87 2,832,194
GOOGLE INC CL A 123,846 10,242 9.02 240,656
PRICELINE GRP INC COM NEW 212,335 18,821 9.73 192,231
CUMMINS INC COM 196,091 22,982 13.28 1,361,740
COGNIZANT TECHNOLOGY SOLUTIONS CL A 478,066 98,889 26.08 8,944,176


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