Wedgewood Partners Q1 2026 portfolio highlights strong performer across tech and industrials. Taiwan Semiconductor Manufacturing guided accelerating revenue growth to thirty percent in 2026 driven by sustained AI compute accelerator demand. Chubb delivered impressive results with core operating income growth of twenty-five percent on eight percent net premium growth while achieving record-low combined ratio. Old Dominion's substantial spare capacity positioned the company to capture additional economics during expansion cycles. Alphabet and Meta also contributed to first quarter performance, though Meta's forward earnings multiple has compressed to levels inconsistent with company guidance. These results reflect strong execution across diversified sectors including semiconductors, insurance, and transportation logistics during a period of robust economic activity.
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