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Wedgewood Partners Inc

Last Updated: 3/2/2021

Wedgewood Partners Inc is a Corporation that started in 1988 and is primarily owned and controlled by Anthony L. Guerrerio. Below is a list of the Top 10 Holdings by value as reported to the SEC through their historical 13F Filings. You can drill down to get a full comprehensive list by expanding the date of interest and clicking on the Full List Link. To see a profile of the company, click here.


Historical 13F Holdings - Top 10 By Value By Date

(click date to expand)

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 56353 424701 SH SOLE 244559 0 180142
EDWARDS LIFESCIENCES COM 28176E108 51049 559566 SH SOLE 369919 0 189647
PAYPAL HOLDINGS COM 70450Y103 47656 203486 SH SOLE 135226 0 68260
FACEBOOK COM 30303M102 43233 158272 SH SOLE 120659 0 37613
ALPHABET INC. CL A COM 02079K305 41840 23873 SH SOLE 19588 0 4285
VISA COM 92826C839 41240 188544 SH SOLE 121241 0 67303
MOTOROLA SOLUTIONS COM 620076307 35187 206914 SH SOLE 159216 0 47698
TRACTOR SUPPLY COMP COM 892356106 34125 242745 SH SOLE 152749 0 89996
MICROSOFT CORP COM 594918104 30805 138503 SH SOLE 97343 0 41160
ELECTRONIC ARTS INC COM 285512109 29997 208894 SH SOLE 147402 0 61492

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 51789 447197 SH SOLE 261743 0 185454
EDWARDS LIFESCIENCES COM 28176E108 47140 590583 SH SOLE 396621 0 193962
TRACTOR SUPPLY COMP COM 892356106 45086 314540 SH SOLE 217632 0 96908
FACEBOOK COM 30303M102 44063 168244 SH SOLE 129450 0 38794
PAYPAL HOLDINGS COM 70450Y103 42427 215336 SH SOLE 145165 0 70171
VISA COM 92826C839 39740 198734 SH SOLE 129739 0 68995
ALPHABET INC. CL A COM 02079K305 37390 25512 SH SOLE 21037 0 4475
MOTOROLA SOLUTIONS COM 620076307 34497 219996 SH SOLE 170652 0 49344
MICROSOFT CORP COM 594918104 31381 149203 SH SOLE 106816 0 42387
ELECTRONIC ARTS INC COM 285512109 28551 218937 SH SOLE 158030 0 60907

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 63131 173058 SH SOLE 102317 0 70741
FACEBOOK COM 30303M102 45905 202166 SH SOLE 158774 0 43392
TRACTOR SUPPLY COMP COM 892356106 43867 332857 SH SOLE 229800 0 103057
EDWARDS LIFESCIENCES COM 28176E108 43071 623232 SH SOLE 418844 0 204388
VISA COM 92826C839 40352 208898 SH SOLE 136907 0 71991
PAYPAL HOLDINGS COM 70450Y103 39279 225446 SH SOLE 153083 0 72363
ALPHABET INC. CL A COM 02079K305 37995 26794 SH SOLE 22146 0 4648
ELECTRONIC ARTS INC COM 285512109 30181 228561 SH SOLE 166261 0 62300
MOTOROLA SOLUTIONS COM 620076307 27902 199117 SH SOLE 150320 0 48797
STARBUCKS CORP COM 855244109 22020 299233 SH SOLE 217536 0 81697

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 48417 190403 SH SOLE 114388 0 76015
EDWARDS LIFESCIENCES COM 28176E108 40351 213930 SH SOLE 143235 0 70695
FACEBOOK COM 30303M102 37953 227541 SH SOLE 176725 0 50816
VISA COM 92826C839 35107 217894 SH SOLE 141146 0 76748
ALPHABET INC. CL A COM 02079K305 32668 28115 SH SOLE 22741 0 5374
TRACTOR SUPPLY COMP COM 892356106 29623 350372 SH SOLE 237166 0 113206
ELECTRONIC ARTS INC COM 285512109 23841 238012 SH SOLE 169993 0 68019
PAYPAL HOLDINGS COM 70450Y103 22624 236307 SH SOLE 158386 0 77921
MOTOROLA SOLUTIONS COM 620076307 21850 164390 SH SOLE 115791 0 48599
STARBUCKS CORP COM 855244109 21085 320742 SH SOLE 221468 0 99274

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 61054 207916 SH SOLE 124438 0 83478
EDWARDS LIFESCIENCES COM 28176E108 54163 232171 SH SOLE 154544 0 77627
VISA COM 92826C839 47013 250203 SH SOLE 163406 0 86797
FACEBOOK COM 30303M102 45336 220886 SH SOLE 166556 0 54330
BOOKING HOLDINGS COM 09857L108 41546 20230 SH SOLE 13554 0 6676
ALPHABET INC. CL A COM 02079K305 41021 30627 SH SOLE 24495 0 6132
TRACTOR SUPPLY COMP COM 892356106 34978 374336 SH SOLE 253273 0 121063
FASTENAL CO COM 311900104 28138 761534 SH SOLE 510754 0 250780
ELECTRONIC ARTS INC COM 285512109 27897 259491 SH SOLE 183454 0 76037
PAYPAL HOLDINGS COM 70450Y103 27670 255805 SH SOLE 169445 0 86360

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 60867 271766 SH SOLE 158869 0 112897
EDWARDS LIFESCIENCES COM 28176E108 57174 259990 SH SOLE 166911 0 93079
VISA COM 92826C839 49591 288306 SH SOLE 182695 0 105611
FACEBOOK COM 30303M102 42442 238335 SH SOLE 170578 0 67757
APPLE COM 037833100 42163 188254 SH OTR 188254 0 0
VISA COM 92826C839 41148 239219 SH OTR 239219 0 0
ALPHABET INC. CL A COM 02079K305 40427 33106 SH SOLE 25160 0 7946
EDWARDS LIFESCIENCES COM 28176E108 39263 178543 SH OTR 178543 0 0
BOOKING HOLDINGS COM 09857L108 37136 18922 SH SOLE 11609 0 7313
FACEBOOK COM 30303M102 36084 202629 SH OTR 202629 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 58542 295790 SH SOLE 166324 0 129466
VISA COM 92826C839 53130 306138 SH SOLE 188965 0 117173
EDWARDS LIFESCIENCES COM 28176E108 52782 285714 SH SOLE 178110 0 107604
FACEBOOK COM 30303M102 49830 258189 SH SOLE 178427 0 79762
VISA COM 92826C839 43884 252862 SH OTR 252862 0 0
TRACTOR SUPPLY COMP COM 892356106 42466 390312 SH SOLE 239378 0 150934
BERKSHIRE HATHAWAY CL B COM 084670702 41085 192734 SH SOLE 100593 0 92141
FACEBOOK COM 30303M102 41048 212687 SH OTR 212687 0 0
APPLE COM 037833100 39410 199124 SH OTR 199124 0 0
BOOKING HOLDINGS COM 09857L108 38478 20525 SH SOLE 12137 0 8388

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
EDWARDS LIFESCIENCES COM 28176E108 116419 608473 SH SOLE 499667 0 108806
APPLE COM 037833100 113193 595913 SH SOLE 464993 0 130920
BERKSHIRE HATHAWAY CL B COM 084670702 108341 539307 SH SOLE 428049 0 111258
VISA COM 92826C839 99421 636540 SH SOLE 518667 0 117873
FACEBOOK COM 30303M102 96048 576212 SH SOLE 494966 0 81246
TRACTOR SUPPLY COMP COM 892356106 79928 817597 SH SOLE 659898 0 157699
FASTENAL CO FORWARD SPLIT WITH COM 311900104 72172 1122253 SH SOLE 925898 0 196355
BOOKING HOLDINGS COM 09857L108 72083 41311 SH SOLE 32922 0 8389
ULTA BEAUTY INC. COM 90384S303 67342 193107 SH SOLE 163060 0 30047
ALPHABET INC. CL A COM 02079K305 66325 56357 SH SOLE 49081 0 7276

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 139725 684325 SH SOLE 570003 0 114322
APPLE COM 037833100 116740 740080 SH SOLE 610141 0 129939
EDWARDS LIFESCIENCES COM 28176E108 116131 758186 SH SOLE 648989 0 109197
VISA COM 92826C839 107268 813011 SH SOLE 694523 0 118488
FACEBOOK COM 30303M102 92394 704818 SH SOLE 621596 0 83222
BOOKING HOLDINGS COM 09857L108 89078 51717 SH SOLE 43591 0 8126
TRACTOR SUPPLY COMP COM 892356106 86622 1038137 SH SOLE 878373 0 159764
ALPHABET INC. CL A COM 02079K305 75006 71779 SH SOLE 64526 0 7253
FASTENAL CO COM 311900104 74280 1420557 SH SOLE 1224329 0 196228
QUALCOMM COM 747525103 73217 1286544 SH SOLE 1089778 0 196766

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 173745 769671 SH SOLE 607242 0 162429
BERKSHIRE HATHAWAY CL B COM 084670702 153910 718839 SH SOLE 572252 0 146587
VISA COM 92826C839 129406 862195 SH SOLE 706809 0 155386
EDWARDS LIFESCIENCES COM 28176E108 124005 712264 SH SOLE 575389 0 136875
TRACTOR SUPPLY COMP COM 892356106 100947 1110777 SH SOLE 892912 0 217865
FACEBOOK COM 30303M102 98078 596369 SH SOLE 490467 0 105902
QUALCOMM COM 747525103 96537 1340243 SH SOLE 1079941 0 260302
BOOKING HOLDINGS COM 09857L108 93847 47302 SH SOLE 37679 0 9623
ALPHABET INC. CL A COM 02079K305 91015 75401 SH SOLE 64391 0 11010
PAYPAL HOLDINGS COM 70450Y103 71967 819307 SH SOLE 661958 0 157349

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE INC COM COM 037833100 156039 842957 SH SOLE 682282 0 160675
BERKSHIRE HATHAWAY INC DEL CL COM 084670702 142259 762175 SH SOLE 621610 0 140565
VISA INC COM CL A COM 92826C839 121932 920590 SH SOLE 771429 0 149161
FACEBOOK INC CL A COM 30303M102 119354 614214 SH SOLE 530988 0 83226
EDWARDS LIFESCIENCES CORP COM COM 28176E108 109164 749910 SH SOLE 623642 0 126268
TRACTOR SUPPLY CO COM COM 892356106 104890 1371295 SH SOLE 1142558 0 228737
BOOKING HLDGS INC COM COM 09857L108 99931 49298 SH SOLE 40601 0 8697
ALPHABET INC CAP STK CL A COM 02079K305 90267 79940 SH SOLE 69902 0 10038
ROSS STORES INC COM COM 778296103 82607 974713 SH SOLE 821707 0 153006
QUALCOMM INC COM COM 747525103 81869 1458829 SH SOLE 1177303 0 281526

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 169267 848545 SH SOLE 697696 0 150849
APPLE COM 037833100 159596 951227 SH SOLE 777130 0 174097
EDWARDS LIFESCIENCES COM 28176e108 135242 969341 SH SOLE 819141 0 150200
VISA COM 92826c839 125479 1048985 SH SOLE 884577 0 164408
BOOKING HOLDINGS INC. COM 09857l108 114375 54978 SH SOLE 45529 0 9449
FASTENAL CO COM 311900104 111125 2035636 SH SOLE 1736041 0 299595
FACEBOOK INC. COM 30303m102 110579 692032 SH SOLE 604229 0 87803
ROSS STORES COM 778296103 100496 1288750 SH SOLE 1101313 0 187437
TRACTOR SUPPLY COMP COM 892356106 98081 1556348 SH SOLE 1306429 0 249919
ALPHABET INC. CL A COM 02079k305 93811 90452 SH SOLE 79214 0 11238

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 183052 923482 SH SOLE 706254 0 217228
APPLE COM 037833100 154657 913891 SH SOLE 681521 0 232370
VISA COM 92826c839 131019 1149095 SH SOLE 895734 0 253361
TRACTOR SUPPLY COMP COM 892356106 125316 1676474 SH SOLE 1301801 0 374673
ALPHABET INC. CL A COM 02079k305 122043 115857 SH SOLE 92013 0 23844
FASTENAL CO COM 311900104 121988 2230545 SH SOLE 1755774 0 474771
EDWARDS LIFESCIENCES COM 28176e108 120629 1070262 SH SOLE 835221 0 235041
QUALCOMM COM 747525103 111903 1747950 SH SOLE 1319045 0 428905
PRICELINE COM 741503403 102080 58743 SH SOLE 45254 0 13489
ROSS STORES COM 778296103 98068 1222040 SH SOLE 957474 0 264566

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 203358 1109308 SH SOLE 870794 0 238514
APPLE COM 037833100 168089 1090643 SH SOLE 836855 0 253788
VISA COM 92826c839 147965 1405986 SH SOLE 1125222 0 280764
PAYPAL HOLDINGS COM 70450y103 135284 2112836 SH SOLE 1697011 0 415825
ALPHABET INC. CL A COM 02079k305 134548 138180 SH SOLE 112168 0 26012
TRACTOR SUPPLY COMP COM 892356106 132680 2096383 SH SOLE 1713582 0 382801
FASTENAL CO COM 311900104 125393 2751062 SH SOLE 2229763 0 521299
PRICELINE COM 741503403 123532 67474 SH SOLE 53102 0 14372
QUALCOMM COM 747525103 114043 2199915 SH SOLE 1735743 0 464172
SCHLUMBERGER COM 806857108 109499 1569657 SH SOLE 1251846 0 317811

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 219580 1296455 SH SOLE 1029360 0 267095
APPLE COM 037833100 185030 1284756 SH SOLE 997603 0 287153
PRICELINE COM 741503403 170537 91171 SH SOLE 72940 0 18231
VISA COM 92826c839 155174 1654667 SH SOLE 1334500 0 320167
KRAFT HEINZ COM 500754106 149264 1742930 SH SOLE 1381149 0 361781
ALPHABET INC. CL A COM 02079k305 143986 154878 SH SOLE 125916 0 28962
PAYPAL HOLDINGS COM 70450y103 142447 2654142 SH SOLE 2161205 0 492937
QUALCOMM COM 747525103 132792 2404788 SH SOLE 1901012 0 503776
SCHLUMBERGER COM 806857108 112892 1714653 SH SOLE 1357583 0 357070
FASTENAL CO COM 311900104 110704 2543179 SH SOLE 2064266 0 478913

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 228083 1368391 SH SOLE 1092140 0 276251
APPLE COM 037833100 202658 1410680 SH SOLE 1092441 0 318239
PRICELINE COM 741503403 181019 101698 SH SOLE 82508 0 19190
KRAFT HEINZ COM 500754106 175174 1929018 SH SOLE 1550194 0 378823
VISA COM 92826c839 160663 1807845 SH SOLE 1474829 0 333016
ALPHABET INC. CL A COM 02079k305 144421 170348 SH SOLE 140156 0 30192
QUALCOMM COM 747525103 142176 2479527 SH SOLE 2007848 0 471679
SCHLUMBERGER COM 806857108 138994 1779703 SH SOLE 1421920 0 357783
PAYPAL HOLDINGS COM 70450y103 128077 2977171 SH SOLE 2453326 0 523845
BERKSHIRE HATHAWAY CL B COM 084670702 122676 736000 SH OTR 736000 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 255350 1566758 SH SOLE 1239121 0 327637
APPLE COM 037833100 250687 2164454 SH SOLE 1703765 0 460689
KRAFT HEINZ COM 500754106 185088 2119663 SH SOLE 1681069 0 438593
PRICELINE COM 741503403 168591 114996 SH SOLE 90966 0 24030
SCHLUMBERGER COM 806857108 163989 1953418 SH SOLE 1541908 0 411510
VISA COM 92826c839 155979 1999220 SH SOLE 1608567 0 390653
APPLE COM 037833100 143616 1240000 SH OTR 1240000 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 137555 844000 SH OTR 844000 0 0
QUALCOMM COM 747525103 120722 1851579 SH SOLE 1459579 0 392000
CORE LABS COM n22717107 119466 995224 SH SOLE 794847 0 200376

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 466273 4124490 SH SOLE 2241283 1240000 643207
BERKSHIRE HATHAWAY CL B COM 084670702 446291 3089161 SH SOLE 1707371 910000 471790
PRICELINE COM 741503403 322968 219484 SH SOLE 121945 64000 33539
KRAFT HEINZ COM 500754106 321493 3591703 SH SOLE 1906785 1128000 556918
SCHLUMBERGER COM 806857108 294200 3741101 SH SOLE 2041461 1127000 572640
VISA COM 92826c839 265211 3206909 SH SOLE 1744252 999000 463657
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 256495 5376140 SH SOLE 2771945 1758000 846195
ALPHABET INC. CL A COM 02079k305 239107 297375 SH SOLE 154816 101000 41559
QUALCOMM COM 747525103 237088 3461144 SH SOLE 1939746 977000 544398
VERISK ANALYTICS COM 92345y106 219353 2698733 SH SOLE 1494839 821000 382894

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 488954 3376990 SH SOLE 1870564 984000 522426
APPLE COM 037833100 471594 4932995 SH SOLE 2673174 1496000 763821
KRAFT HEINZ COM 500754106 346731 3918756 SH SOLE 2061672 1264000 593084
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 321956 5624679 SH SOLE 2973173 1758000 893506
PRICELINE COM 741503403 316079 253186 SH SOLE 143048 72000 38138
SCHLUMBERGER COM 806857108 315681 3991924 SH SOLE 2232060 1127000 632864
STERICYCLE COM 858912108 281185 2700590 SH SOLE 1454998 845000 400592
EXPRESS SCRIPTS COM 30219g108 246452 3251358 SH SOLE 1751986 991000 508372
MEAD JOHNSON NUTRITION COM 582839106 234472 2583720 SH SOLE 1449696 734000 400024
VERISK ANALYTICS COM 92345y106 233360 2878154 SH SOLE 1625839 821000 431315

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 541913 4972136 SH SOLE 2726798 1496000 749338
BERKSHIRE HATHAWAY CL B COM 084670702 533804 3762367 SH SOLE 2018571 1198000 545796
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 377354 6018418 SH SOLE 3160589 1943000 914829
PRICELINE COM 741503403 361657 280581 SH SOLE 153227 88000 39354
STERICYCLE COM 858912108 340361 2697212 SH SOLE 1458551 845000 393661
SCHLUMBERGER COM 806857108 322628 4374627 SH SOLE 2388140 1328000 658487
KRAFT HEINZ COM 500754106 318315 4051880 SH SOLE 2208719 1264000 579161
QUALCOMM COM 747525103 304273 5949806 SH SOLE 3285174 1730000 934632
LKQ CORP COM 501889208 275027 8613464 SH SOLE 4415439 2968000 1230025
VERISK ANALYTICS COM 92345y106 274635 3436385 SH SOLE 1740809 1238000 457576

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 553625 4192862 SH SOLE 2245291 1440000 507571
APPLE COM 037833100 509003 4835680 SH SOLE 2599327 1614000 622352
EXPRESS SCRIPTS COM 30219g108 447549 5120114 SH SOLE 2819038 1632000 669076
QUALCOMM COM 747525103 422099 8444517 SH SOLE 4478274 2946000 1020243
M&T BANK COM 55261f104 372172 3071234 SH SOLE 1660268 1050000 360966
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 361617 6024952 SH SOLE 3326068 1926000 772884
SCHLUMBERGER COM 806857108 331829 4757412 SH SOLE 2556665 1601000 599747
PERRIGO COM g97822103 305782 2113216 SH SOLE 1149195 704000 260020
PRICELINE COM 741503403 294500 230990 SH SOLE 128651 74700 27639
VERISK ANALYTICS COM 92345y106 273912 3562860 SH SOLE 1921978 1238000 402882

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 608856 4669148 SH SOLE 293736 1440000 2935412
APPLE COM 037833100 557930 5058297 SH SOLE 316881 1553000 3188415
QUALCOMM COM 747525103 512979 9547357 SH SOLE 600465 2946000 6000892
EXPRESS SCRIPTS COM 30219g108 465274 5746965 SH SOLE 372155 1632000 3742810
M&T BANK COM 55261f104 432784 3548865 SH SOLE 220388 1151000 2177477
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 430804 6880764 SH SOLE 448254 1926000 4506510
SCHLUMBERGER COM 806857108 363320 5267799 SH SOLE 333957 1601000 3332842
PRICELINE COM 741503403 319239 258105 SH SOLE 16757 74700 166648
COACH COM 189754104 304136 10512842 SH SOLE 615503 3478000 6419339
VERISK ANALYTICS COM 92345y106 289862 3921829 SH SOLE 237494 1238000 2446335

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
QUALCOMM COM 747525103 629231 10046809 SH SOLE 628147 2946000 6472662
BERKSHIRE HATHAWAY CL B COM 084670702 589958 4334428 SH SOLE 262638 1332000 2739790
EXPRESS SCRIPTS COM 30219g108 581759 6541035 SH SOLE 411876 1899000 4230159
APPLE COM 037833100 547675 4366559 SH SOLE 268699 1244000 2853859
M&T BANK COM 55261f104 470887 3769209 SH SOLE 234157 1151000 2384052
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 468687 7672080 SH SOLE 482043 2189000 5001037
COACH COM 189754104 378697 10941844 SH SOLE 641058 3478000 6822786
SCHLUMBERGER COM 806857108 372610 4323129 SH SOLE 269287 1279000 2774842
NATIONAL-OILWELL VARCO COM 637071101 357356 7401742 SH SOLE 446080 2328000 4627662
LKQ CORP COM 501889208 321480 10629217 SH SOLE 652677 3130000 6846540

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
QUALCOMM COM 747525103 660223 9521542 SH SOLE 608130 2457000 6456412
BERKSHIRE HATHAWAY CL B COM 084670702 589829 4086954 SH SOLE 267148 1036000 2783806
EXPRESS SCRIPTS COM 30219g108 574629 6622442 SH SOLE 430049 1747000 4445393
APPLE COM 037833100 541151 4349043 SH SOLE 278811 1079000 2991231
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 480996 7709509 SH SOLE 502199 1957000 5250310
M&T BANK COM 55261f104 444690 3501498 SH SOLE 220225 919000 2362273
COACH COM 189754104 432371 10436200 SH SOLE 650266 2828000 6957934
SCHLUMBERGER COM 806857108 355673 4262624 SH SOLE 279247 1098000 2885377
NATIONAL-OILWELL VARCO COM 637071101 347988 6961169 SH SOLE 459077 1756000 4746092
VERISK ANALYTICS COM 92345y106 299507 4194784 SH SOLE 262633 1125000 2807151

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
QUALCOMM COM 747525103 613512 8253896 SH SOLE 0 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 600213 3997425 SH SOLE 0 0 0
EXPRESS SCRIPTS HLDG CO COM 30219g108 560522 6620076 SH SOLE 0 0 0
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 521425 9901736 SH SOLE 0 0 0
APPLE COM 037833100 476186 4314062 SH SOLE 0 0 0
M&T BANK COM 55261f104 382360 3043781 SH SOLE 0 0 0
COACH COM 189754104 374154 9961501 SH SOLE 0 0 0
STERICYCLE COM 858912108 371660 2835367 SH SOLE 0 0 0
SCHLUMBERGER COM 806857108 353473 4138543 SH SOLE 0 0 0
NATIONAL-OILWELL VARCO COM 637071101 311027 4746336 SH SOLE 0 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 584922 4234269 SH SOLE 4161 1181000 3049108
QUALCOMM COM 747525103 496255 6637080 SH SOLE 6602 1936000 4694478
APPLE COM 037833100 491524 4878650 SH SOLE 5154 1279000 3594496
EMC CORP COM 268648102 426506 14576412 SH SOLE 14761 4016000 10545651
EXPRESS SCRIPTS HLDG CO COM 30219g108 420769 5957369 SH SOLE 5721 1747000 4204648
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 400431 8944176 SH SOLE 8824 2627000 6308352
M&T BANK COM 55261f104 326839 2650981 SH SOLE 2773 743000 1905208
COACH COM 189754104 303894 8533938 SH SOLE 8387 2466000 6059551
STERICYCLE COM 858912108 294774 2528949 SH SOLE 2541 722000 1804408
PERRIGO COM g97822103 268589 1788328 SH SOLE 1747 541000 1245581

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 560060 6026684 SH SOLE 490035 1575000 3961649
BERKSHIRE HATHAWAY CL B COM 084670702 512336 4048166 SH SOLE 329247 1116000 2602919
QUALCOMM COM 747525103 387905 4897789 SH SOLE 405975 1263000 3228815
EXPRESS SCRIPTS HLDG CO COM 30219g108 383157 5526574 SH SOLE 443115 1531000 3552459
EMC CORP COM 268648102 367860 13965839 SH SOLE 1145249 3696000 9124590
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 346970 7094047 SH SOLE 586600 1850000 4657447
M&T BANK COM 55261f104 302113 2435410 SH SOLE 207575 607000 1620835
STERICYCLE COM 858912108 283396 2393147 SH SOLE 194375 667000 1531772
COACH COM 189754104 268284 7846843 SH SOLE 630253 2104000 5112590
SCHLUMBERGER COM 806857108 254761 2159911 SH SOLE 183528 541000 1435383

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
BERKSHIRE HATHAWAY CL B COM 084670702 543348 4347827 SH SOLE 389238 1147000 2811589
APPLE COM 037833100 513823 957303 SH SOLE 82889 261000 613414
EXPRESS SCRIPTS HLDG CO COM 30219G108 372427 4959737 SH SOLE 443055 1273000 3243682
QUALCOMM COM 747525103 368834 4677079 SH SOLE 411354 1263000 3002725
EMC CORP COM 268648102 352949 12876644 SH SOLE 1158486 3223000 8495158
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 337309 6666189 SH SOLE 594662 1733000 4338527
M&T BANK COM 55261f104 282184 2326332 SH SOLE 210521 607000 1508811
CUMMINS COM 231021106 264798 1777284 SH SOLE 159422 456000 1161862
STERICYCLE COM 858912108 251935 2217344 SH SOLE 194155 616000 1407189
PERRIGO COM g97822103 231183 1494779 SH SOLE 134754 386000 974025

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 491881 876762 SH SOLE 95188 229000 552574
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 327455 3242774 SH SOLE 361271 834000 2047503
QUALCOMM COM 747525103 326447 4396586 SH SOLE 474285 1209000 2713301
BERKSHIRE HATHAWAY CL B COM 084670702 319989 2698966 SH SOLE 298321 703000 1697645
EMC CORP COM 268648102 308335 12259831 SH SOLE 1362292 3223000 7674539
EXPRESS SCRIPTS HLDG CO COM 30219G108 286645 4080938 SH SOLE 440990 1085000 2554948
GOOGLE COM 38259p508 278061 248111 SH SOLE 26990 65000 156121
M&T BANK COM 55261f104 248201 2131941 SH SOLE 244115 571000 1316826
CUMMINS COM 231021106 233490 1656312 SH SOLE 186553 414000 1055760
PERRIGO COM g97822103 223941 1459279 SH SOLE 161546 386000 911733

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
APPLE COM 037833100 399196 837328 SH SOLE 91550 229000 516777
BERKSHIRE HATHAWAY CL B COM 084670702 279277 2460379 SH SOLE 281123 633000 1546256
QUALCOMM COM 747525103 268717 3991646 SH SOLE 444451 1067000 2480195
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 257782 3139092 SH SOLE 359102 834000 1945990
EMC CORP COM 268648102 256620 10039909 SH SOLE 1152813 2597000 6290095
EXPRESS SCRIPTS HLDG CO COM 30219G108 236525 3827273 SH SOLE 413981 1085000 2328292
GOOGLE COM 38259p508 208011 237480 SH SOLE 26115 65000 146365
CUMMINS COM 231021106 204309 1537662 SH SOLE 178241 387000 972421
PERRIGO COM 714290103 171956 1393714 SH SOLE 160112 373000 860602
STERICYCLE COM 858912108 169814 1471528 SH SOLE 146932 428000 896596

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
Apple Computer COM 37833100 314622 793439 SH SOLE 124223 234000 435216
Berkshire Hathaway COM 84670702 251620 2248214 SH SOLE 382446 575000 1290768
Cognizant Technology COM 192446102 238493 3807365 SH SOLE 636347 1034000 2137018
Qualcomm COM 747525103 225433 3690177 SH SOLE 590340 1067000 2032837
EMC COM 268648102 219741 9303186 SH SOLE 1560641 2470000 5272545
Express Scripts COM 30219G108 210456 3408739 SH SOLE 561448 902000 1945291
Google COM 38259P508 188138 213703 SH SOLE 34862 58000 120841
Cummins COM 231021106 156260 1440711 SH SOLE 241470 387000 812241
Charles Schwab COM 808513105 151479 7135138 SH SOLE 1237106 1797000 4101032
Coach COM 189754104 149806 2624036 SH SOLE 432034 695000 1497002

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