Chief Investment Officer of Wedgewood Partners and a member of the firm since 1992. This page shows institutional disclosures, not his private account.
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
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| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 105,499shares | $50,383,055Reported market value$477.57 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 127,237shares | $45,470,575Reported market value$357.37 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 02079K305ALPHABET INC | 155,701shares | $44,773,244Reported market value$287.56 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 874039100TAIWAN SEMICONDUCTOR MANUFAC | 129,353shares | $43,714,939Reported market value$337.95 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 76,471shares | $43,075,494Reported market value$563.29 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 130,682shares | $37,814,225Reported market value$289.36 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 30303M102META PLATFORMS INC | 65,805shares | $37,649,078Reported market value$572.13 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 037833100APPLE INC | 135,128shares | $34,294,145Reported market value$253.79 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 89,518shares | $33,391,897Reported market value$373.02 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 135,440shares | $32,280,770Reported market value$238.34 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92826C839VISA INC | 89,188shares | $30,599,344Reported market value$343.09 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 620076307MOTOROLA SOLUTIONS INC | 67,941shares | $29,484,333Reported market value$433.97 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 594918104MICROSOFT CORP | 73,919shares | $27,362,706Reported market value$370.17 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 620076307MOTOROLA SOLUTIONS INC | 65,643shares | $27,261,012Reported market value$415.29 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92826C839VISA INC | 83,010shares | $25,088,996Reported market value$302.24 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 679580100OLD DOMINION FREIGHT LINE IN | 110,288shares | $23,888,327Reported market value$216.6 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 09857L108BOOKING HOLDINGS INC | 133,351shares | $23,768,405Reported market value$178.24 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 09857L108BOOKING HOLDINGS INC | 5,517shares | $23,229,839Reported market value$4,210.59 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 743315103PROGRESSIVE CORP | 106,261shares | $23,212,734Reported market value$218.45 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| H1467J104CHUBB LIMITED | 68,039shares | $23,183,491Reported market value$340.74 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 679580100OLD DOMINION FREIGHT LINE IN | 113,941shares | $22,264,162Reported market value$195.4 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 023135106AMAZON COM INC | 99,907shares | $20,807,631Reported market value$208.27 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 892356106TRACTOR SUPPLY CO | 456,094shares | $20,661,063Reported market value$45.3 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 911363109UNITED RENTALS INC | 16,732shares | $18,955,056Reported market value$1,132.86 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 911363109UNITED RENTALS INC | 25,192shares | $18,353,536Reported market value$728.55 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| H1467J104CHUBB LTD SWITZ | 53,886shares | $17,563,173Reported market value$325.93 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 12514G108CDW CORP | 144,870shares | $17,532,222Reported market value$121.02 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 743315103PROGRESSIVE CORP | 83,352shares | $16,523,700Reported market value$198.24 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67103H107OREILLY AUTOMOTIVE INC | 178,397shares | $16,467,827Reported market value$92.31 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 67103H107OREILLY AUTOMOTIVE INC | 172,645shares | $15,898,878Reported market value$92.09 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 217204106COPART INC | 462,749shares | $15,363,267Reported market value$33.2 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 28176E108EDWARDS LIFESCIENCES CORP | 165,208shares | $14,944,716Reported market value$90.46 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 889478103TOLL BROTHERS INC | 90,562shares | $14,920,143Reported market value$164.75 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 32,371shares | $13,768,529Reported market value$425.34 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 28176E108EDWARDS LIFESCIENCES CORP | 170,969shares | $13,691,198Reported market value$80.08 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 98978V103ZOETIS INC | 113,541shares | $13,421,666Reported market value$118.21 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 31,339shares | $12,763,035Reported market value$407.26 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 217204106COPART INC | 447,748shares | $12,622,016Reported market value$28.19 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 889478103TOLL BROTHERS INC | 88,275shares | $12,046,889Reported market value$136.47 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 464287614ISHARES TR | 524shares | $223,434Reported market value$426.4 / reported unit (derived) | —Not disclosed | No comparable prior disclosure | Quarter-end positionAssociated institution31 Mar 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; complete original rows retained; independent cover/row assessment and manager attribution preserved · Original document retrieved
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; complete original rows retained; independent cover/row assessment and manager attribution preserved · Original document retrieved
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