Wedgewood Partners, Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows GOOGL unchanged to 10.83%; META unchanged to 9.63%; AAPL unchanged to 8.21%. Combined with top 5 43.16%, top 10 69.39%, top 20 100.00%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2024-06-30 (11.83% strategy return, 9.83% benchmark, 2.00% excess, 14.16% turnover), while the weakest was 2025-12-31 (0.11% strategy return, 9.57% benchmark, -9.45% excess, 23.30% turnover). Those periods should be read alongside baseline metrics of return 12.54%, alpha -1.08%, beta 1.02, Sharpe 0.71, Sortino 0.90, and max drawdown -32.77% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by GOOGL (Alphabet Inc.) 10.83%, META (Meta Platforms, Inc.) 9.63%, and AAPL (Apple Inc.) 8.21%, with sector exposure of Information Technology 26.28%, Communication Services 20.46%, and Consumer Discretionary 18.13%. The baseline metrics show return 12.54%, alpha -1.08%, beta 1.02, Sharpe 0.71, Sortino 0.90, and max drawdown -32.77%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.