David Rolfe - Wedgewood Partners
As of Q2 2026, David Rolfe reported 18 long-equity positions worth $484.43M in aggregate.
Copy-investor backtest
- Latest quarter
- +6.97%
- 1-year
- +5.05%
- 3-year
- +52.19%
- 5-year
- +53.54%
- 3-year vs S&P 500
- -21.05%
- 5-year vs S&P 500
- -20.55%
- 5-year top 5
- +92.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 13 of 24 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 9.80% | Reduce -6.9% | 169,399 | $42.61M | $251.52 | No quote |
| 2 | GILD | GILEAD SCIENCES COMMON STOCK | 7.49% | Add +40.8% | 949,915 | $32.56M | $34.28 | No quote |
| 3 | GOOGL | GOOGLE COMMON STOCK | 6.62% | Add +29.5% | 64,687 | $28.78M | $444.94 | No quote |
| 4 | SRCL | STERICYCLE COMMON STOCK | 6.18% | New | 284,759 | $26.86M | No quote | No quote |
| 5 | QCOM | QUALCOMM COMMON STOCK | 6.17% | Add +27.7% | 817,185 | $26.84M | $32.84 | No quote |
| 6 | GS | GOLDMAN SACHS COMMON STOCK | 6.02% | Add +7.6% | 199,285 | $26.16M | $131.27 | No quote |
| 7 | V | VISA COMMON STOCK | 5.80% | Add +47.5% | 356,162 | $25.2M | $70.75 | No quote |
| 8 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 5.06% | Add +58.1% | 467,861 | $22M | No quote | No quote |
| 9 | BRKB | BERKSHIRE HATHAWAY CL B COMMON STOCK | 4.53% | Reduce -40.4% | 247,128 | $19.69M | No quote | No quote |
| 10 | EMC | EMC COMMON STOCK | 4.41% | Add +2.7% | 1,046,342 | $19.15M | No quote | No quote |
| 11 | ECL | ECOLAB COMMON STOCK | 4.29% | Add +5.7% | 415,623 | $18.67M | $44.91 | No quote |
| 12 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 4.29% | Add +2.6% | 356,732 | $18.65M | No quote | No quote |
| 13 | MON | MONSANTO COMMON STOCK | 4.29% | Reduce -8.0% | 403,026 | $18.63M | No quote | No quote |
| 14 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 4.26% | Reduce -28.7% | 370,251 | $18.53M | $50.06 | No quote |
| 15 | LLTC | LINEAR TECHNOLOGY COMMON STOCK | 3.99% | New | 617,479 | $17.35M | No quote | No quote |
| 16 | PEP | PEPSICO COMMON STOCK | 3.99% | Reduce -23.8% | 284,186 | $17.32M | $60.95 | No quote |
| 17 | EXPD | EXPEDITORS INTERNATIONAL COMMON STOCK | 3.93% | Add +4.7% | 494,421 | $17.06M | $34.51 | No quote |
| 18 | JEC | JACOBS ENGINEERING COMMON STOCK | 3.34% | Add +3.6% | 397,776 | $14.49M | No quote | No quote |
| 19 | AXP | AMERICAN EXPRESS COMMON STOCK | 3.22% | New | 352,582 | $14M | $39.70 | No quote |
| 20 | PAYX | PAYCHEX COMMON STOCK | 0.92% | Reduce -73.0% | 154,793 | $4.02M | $25.96 | No quote |
| 21 | WLP | WELLPOINT COMMON STOCK | 0.65% | Reduce -81.7% | 57,575 | $2.82M | No quote | No quote |
| 22 | NTRS | NORTHERN TRUST COMMON STOCK | 0.62% | Reduce -9.3% | 57,350 | $2.68M | $46.70 | No quote |
| 23 | WFM | WHOLE FOODS MARKET COMMON STOCK | 0.12% | Reduce -95.1% | 14,750 | $531K | No quote | No quote |
| 24 | WU | WESTERN UNION COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |