AlphaYouWedgewood Partners Inc
Bought Progressive, sold out of Paypal Hldgs. Portfolio down 10% to $484.3M.
$484.3M portfolio22 holdingstop 10 = 64%filed 2026-05-15
- 1GOOGLAlphabet Inc9.25%$44.8M - 156K shares-8K
- $43.7M - 129K shares-55K
- 3METAMeta Platforms Inc7.77%$37.6M - 66K shares-3K
- 4AAPLApple Inc7.08%$34.3M - 135K shares-8K
- $29.5M - 68K shares-4K
- 6MSFTMicrosoft Corp5.65%$27.4M - 74K shares-4K
- 7VVisa Inc5.18%$25.1M - 83K shares-4K
- 8BKNGBooking Holdings Inc4.80%$23.2M - 6K shares-300
- $22.3M - 114K shares-6K
- 10AMZNAmazon Com Inc4.30%$20.8M - 100K shares+42K
- 11TSCOTractor Supply Co4.27%$20.7M - 456K shares-25K
- 12URIUnited Rentals Inc3.79%$18.4M - 25K shares-1K
- 13Chubb LTD Switz3.63%$17.6M - 54K shares-3K
- 14CDWCDW Corp3.62%$17.5M - 145K shares-7K
- 15PGRProgressive Corp3.41%$16.5M - 83K sharesNEW
- 16ORLYOreilly Automotive Inc3.40%$16.5M - 178K shares-10K
- 17CPRTCopart Inc3.17%$15.4M - 463K shares-23K
- 18SPGIS&P Global Inc2.84%$13.8M - 32K shares-1K
- 19EWEdwards Lifesciences Corp2.83%$13.7M - 171K shares-10K
- 20ZTSZoetis Inc2.77%$13.4M - 114K shares+9K
- 21TOLToll Brothers Inc2.49%$12.0M - 88K sharesNEW
- 22IWFiShares TR0.05%$223K - 524 shares-11K
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.