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) 5,900

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

Sector Weighting

Basic Materials
Capital Goods 5.83%
Conglomerates
Consumer Cyclical 2.52%
Consumer/Non-Cyclical 3.95%
Energy 3.82%
Financial 21.94%
Healthcare 3.65%
Services 20.25%
Technology 33.44%
Transportation
Utilities

23 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 321,431 19,386 6.42 7,094,047
GOOGLE INC CL A 131,850 13,503 11.41 220,754
VERISK ANALYTICS INC CL A 207,925 22,921 12.39 3,216,655
BERKSHIRE HATHAWAY INC DEL CL B NEW 571,925 -42,336 (6.89) 4,048,166
GOOGLE INC CL C 116,962 201 .17 198,487
APPLE INC COM 613,456 -68,651 (10.07) 6,026,684
COACH INC COM 292,923 159,997 120.37 7,846,843
CUMMINS INC COM 166,750 -79,778 (32.36) 1,202,145
E M C CORP MASS COM 415,065 32,371 8.46 13,965,839
EXPRESS SCRIPTS HLDG CO COM 412,282 42,286 11.43 5,526,574
GILEAD SCIENCES INC COM -202,039 Sold Out 0
LKQ CORP COM 148,675 8,739 6.25 5,408,348
M & T BK CORP COM 309,638 13,868 4.69 2,435,410
MEAD JOHNSON NUTRITION CO COM 233,278 6,514 2.87 2,381,845
NATIONAL OILWELL VARCO INC COM 176,980 17,532 11.00 2,196,060
NOW INC COM 15,163 -496 (3.17) 478,947
QUALCOMM INC COM 374,387 16,871 4.72 4,897,789
SCHLUMBERGER LTD COM 225,646 7,102 3.25 2,159,911
STERICYCLE INC COM 279,855 20,558 7.93 2,393,147
VARIAN MED SYS INC COM 215,215 12,100 5.96 2,601,412