David Rolfe's Stock Picks (2025 Q2): Full WEDGEWOOD PARTNERS INC Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
GOOGL	Alphabet Inc.	06/30/2025	Reduce -18.8%	201,303	-46,625	$9.09 M
AAPL	Apple Inc.	06/30/2025	Reduce -2.0%	161,857	-3,236	$658,041.2
BKNG	Booking Holdings Inc.	06/30/2025	Reduce -2.7%	5,655	-156	$854,313.71
CDW	CDW Corporation	06/30/2025	Add 0.8%	116,123	+859	$147,868.05
CPRT	Copart, Inc.	06/30/2025	Reduce -1.7%	480,291	-8,116	$371,225.83
EW	Edwards Lifesciences Corporation	06/30/2025	Reduce -7.2%	178,034	-13,784	$1.1 M
META	Meta Platforms, Inc.	06/30/2025	Reduce -1.8%	68,330	-1,223	$949,497.72
ETF-IWF	iShares Russell 1000 Growth ETF	06/30/2025	Sold Out	7,588	-7,588	$3.03 M
MSFT	Microsoft Corporation	06/30/2025	Reduce -0.7%	76,605	-556	$297,817.6
MSI	Motorola Solutions, Inc.	06/30/2025	Reduce -1.8%	55,591	-998	$439,088.35
ORLY	O'Reilly Automotive, Inc.	06/30/2025	Reduce -2.0%	185,210	-3,685	$373,548.46
ODFL	Old Dominion Freight Line, Inc.	06/30/2025	Add 3.6%	85,320	+2,949	$425,719.57
PYPL	PayPal Holdings, Inc.	06/30/2025	Reduce -1.7%	465,841	-7,934	$539,591.33
POOL	Pool Corporation	06/30/2025	Add 3.2%	31,244	+968	$299,897.11
SPGI	S&P Global Inc.	06/30/2025	Reduce -1.8%	33,482	-609	$342,881.95
TSM	Taiwan Semiconductor Manufacturing Company Limited	06/30/2025	Reduce -16.6%	197,500	-39,313	$9.4 M
TSCO	Tractor Supply Company	06/30/2025	Reduce -1.5%	472,766	-7,299	$434,290.22
URI	United Rentals, Inc.	06/30/2025	Add 5.0%	26,063	+1,234	$1.07 M
UNH	UnitedHealth Group Incorporated	06/30/2025	Sold Out	10,302	-10,302	$3.17 M
V	Visa Inc.	06/30/2025	Reduce -4.6%	85,603	-4,085	$1.4 M

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