Wedgewood Partners INC 13F Filings, Portfolio & Analysis

Manager: David Rolfe
CIK: 0000859804
St Louis 9909 Clayton Rd Ste 103
Zip Code: 63124
LATEST PORTFOLIO VALUE
$547.9 M
+6.35%
09/30/2025
TOTAL ASSETS HELD
$19
0
09/30/2025
LATEST REPORT DATE
Q3 2025
09/30/2025
TOP 10 CONCENTRATION
70.74%

Wedgewood Partners INC — Portfolio Overview & Company Profile

Wedgewood Partners INC (CIK: 0000859804) is a financial institution headquartered at 9909 Clayton Rd, Ste 103, St Louis, Missouri 63124. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $547,897,792, comprising 19 distinct securities. Over its filing history, it has submitted 53 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q3 2025)

Top Buys

Q3 2025

Top Sells

Q3 2025

Asset Allocation

Stocks/ETFs
+6.35%
$547.9 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Name Shares Market Value Weight Change Activity
189,282 $52,864,505 9.65% ▼ 8,218 Reduce -4.2%
70,594 $51,842,742 9.46% ▲ 2,264 Add 3.3%
207,232 $50,378,126 9.19% ▲ 5,929 Add 3.0%
166,890 $42,495,326 7.76% ▲ 5,033 Add 3.1%
79,208 $41,025,625 7.49% ▲ 2,603 Add 3.4%
484,651 $32,500,696 5.93% ▲ 18,810 Add 4.0%
5,900 $31,857,356 5.81% ▲ 245 Add 4.3%
89,120 $30,423,956 5.55% ▲ 3,517 Add 4.1%
489,910 $27,861,167 5.09% ▲ 17,144 Add 3.6%
57,557 $26,320,370 4.80% ▲ 1,966 Add 3.5%

Historical Portfolio Charts