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) 6,320

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

Sector Weighting

Basic Materials
Capital Goods 5.03%
Conglomerates
Consumer Cyclical 3.44%
Consumer/Non-Cyclical 3.74%
Energy 2.94%
Financial 21.9%
Healthcare 3.88%
Services 21.04%
Technology 33.7%
Transportation
Utilities

22 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 486,832 100,703 26.08 8,944,176
GOOGLE INC CL A 123,319 10,198 9.02 240,656
VERISK ANALYTICS INC CL A 220,375 14,477 7.03 3,442,817
BERKSHIRE HATHAWAY INC DEL CL B NEW 613,037 26,944 4.60 4,234,269
GOOGLE INC CL C 98,312 -2,916 (2.88) 192,769
APPLE INC COM 562,557 -132,380 (19.05) 4,878,650
COACH INC COM 311,147 25,051 8.76 8,533,938
CUMMINS INC COM 192,850 22,602 13.28 1,361,740
E M C CORP MASS COM 387,733 16,241 4.37 14,576,412
EXPRESS SCRIPTS HLDG CO COM 488,206 35,304 7.80 5,957,369
LKQ CORP COM 217,275 77,036 54.93 8,379,275
M & T BK CORP COM 301,470 24,515 8.85 2,650,981
MEAD JOHNSON NUTRITION CO COM 236,275 1,211 .52 2,394,115
NATIONAL OILWELL VARCO INC COM 124,833 7,278 6.19 2,332,028
NOW INC COM -11,217 Sold Out 0
QUALCOMM INC COM 471,166 123,472 35.51 6,637,080
SCHLUMBERGER LTD COM 185,593 11,180 6.41 2,298,360
STERICYCLE INC COM 337,476 18,122 5.68 2,528,949
VARIAN MED SYS INC COM 245,041 19,967 8.87 2,832,194
VISA INC COM CL A 249,300 15,824 6.78 1,011,933


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