StockDriftsStockDriftsTop 22 Wedgewood Partners Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.25% | 155.7K | $44.8M | -5.01%(-8.21K) | $48.54(+717.38%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.03% | 129.4K | $43.7M | -29.95%(-55.31K) | $111.28(+263.36%) | 2026-03-31 | |
| META | META PLATFORMS INC | 7.77% | 65.8K | $37.6M | -4.82%(-3.33K) | $220.62(+178.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.08% | 135.1K | $34.3M | -5.45%(-7.79K) | $58.94(+409.42%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 6.09% | 67.9K | $29.5M | -5.27%(-3.78K) | $218.28(+80.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.65% | 73.9K | $27.4M | -4.62%(-3.58K) | $234.85(+79.66%) | 2026-03-31 | |
| V | VISA INC | 5.18% | 83.0K | $25.1M | -4.75%(-4.14K) | $130.50(+149.62%) | 2026-03-31 | |
| BKNG | BOOKING HOLDINGS INC | 4.8% | 5.5K | $23.2M | -5.16%(-300) | $94.04(+63.91%) | 2026-03-31 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 4.6% | 113.9K | $22.3M | -5.09%(-6.11K) | $139.47(+45.64%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.3% | 99.9K | $20.8M | +71.47%(+41.64K) | $222.84(+18.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.69% | +63.03% |
| Top 20 Holdings Unweighted | +12.94% | +44.04% |
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