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 15 of 21 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 8.89% | Add +3.1% | 159,888 | $51.57M | $322.56 | No quote |
| 2 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 7.55% | Add +2.5% | 810,121 | $43.79M | No quote | No quote |
| 3 | GOOGL | GOOGLE COMMON STOCK | 7.08% | Add +2.8% | 69,290 | $41.1M | $593.19 | No quote |
| 4 | V | VISA COMMON STOCK | 6.66% | Add +4.3% | 549,293 | $38.66M | $70.38 | No quote |
| 5 | GS | GOLDMAN SACHS COMMON STOCK | 6.24% | Add +4.5% | 215,277 | $36.2M | $168.16 | No quote |
| 6 | GILD | GILEAD SCIENCES COMMON STOCK | 5.49% | Reduce -12.3% | 879,589 | $31.88M | $36.24 | No quote |
| 7 | USB | U.S. BANCORP COMMON STOCK | 5.28% | New | 1,135,114 | $30.61M | $26.97 | No quote |
| 8 | AXP | AMERICAN EXPRESS COMMON STOCK | 5.10% | Add +34.5% | 689,582 | $29.6M | $42.92 | No quote |
| 9 | PEP | PERRIGO COMMON STOCK | 4.69% | Add +94.2% | 430,126 | $27.24M | $63.33 | No quote |
| 10 | QCOM | QUALCOMM COMMON STOCK | 4.55% | Add +2.7% | 532,955 | $26.38M | $49.49 | No quote |
| 11 | JEC | JACOBS ENGINEERING COMMON STOCK | 4.45% | Add +2.7% | 563,137 | $25.82M | No quote | No quote |
| 12 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 4.23% | Reduce -0.6% | 354,066 | $24.53M | No quote | No quote |
| 13 | EMC | EMC COMMON STOCK | 4.16% | Add +0.7% | 1,053,570 | $24.13M | No quote | No quote |
| 14 | ECL | ECOLAB COMMON STOCK | 4.05% | Add +8.0% | 466,383 | $23.52M | $50.42 | No quote |
| 15 | SRCL | STERICYCLE COMMON STOCK | 4.04% | Add +0.4% | 289,450 | $23.42M | No quote | No quote |
| 16 | LLTC | LINEAR TECHNOLOGY COMMON STOCK | 3.83% | Add +1.8% | 642,966 | $22.24M | No quote | No quote |
| 17 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 3.58% | Add +2.5% | 283,167 | $20.75M | $73.29 | No quote |
| 18 | PRGO | PEPSICO COMMON STOCK | 3.56% | Add +7.0% | 316,441 | $20.67M | $65.33 | No quote |
| 19 | ISRG | INTUITIVE SURGICAL COMMON STOCK | 2.53% | New | 56,945 | $14.68M | $257.74 | No quote |
| 20 | EXPD | EXPEDITORS INTERNATIONAL COMMON STOCK | 2.15% | Reduce -54.0% | 228,451 | $12.47M | $54.60 | No quote |
| 21 | AMZN | AMAZON COMMON STOCK | 1.88% | Add +2.6% | 60,754 | $10.94M | $179.99 | No quote |