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 23 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 9.00% | Add +10.0% | 175,813 | $61.27M | $348.51 | No quote |
| 2 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 7.32% | Add +10.6% | 896,004 | $49.83M | No quote | No quote |
| 3 | V | VISA COMMON STOCK | 6.90% | Add +16.0% | 637,326 | $46.92M | $73.62 | No quote |
| 4 | GOOGL | GOOGLE COMMON STOCK | 6.70% | Add +12.2% | 77,751 | $45.62M | $586.76 | No quote |
| 5 | GILD | GILEAD SCIENCES COMMON STOCK | 6.29% | Add +14.6% | 1,008,113 | $42.78M | $42.44 | No quote |
| 6 | BRK/B | BERKSHIRE HATHAWAY COMMON STOCKCUSIP 084670702 | 5.82% | New | 473,839 | $39.63M | No quote | No quote |
| 7 | GS | GOLDMAN SACHS COMMON STOCK | 5.73% | Add +14.1% | 245,677 | $38.96M | $158.60 | No quote |
| 8 | PEP | PERRIGO COMMON STOCK | 5.53% | Add +10.1% | 473,437 | $37.65M | $79.52 | No quote |
| 9 | AXP | AMERICAN EXPRESS COMMON STOCK | 5.29% | Add +15.5% | 796,442 | $36M | $45.20 | No quote |
| 10 | USB | U.S. BANCORP COMMON STOCK | 5.03% | Add +14.1% | 1,295,277 | $34.23M | $26.43 | No quote |
| 11 | QCOM | QUALCOMM COMMON STOCK | 4.65% | Add +8.2% | 576,501 | $31.61M | $54.83 | No quote |
| 12 | JEC | JACOBS ENGINEERING COMMON STOCK | 4.61% | Add +8.2% | 609,410 | $31.34M | No quote | No quote |
| 13 | ISRG | INTUITIVE SURGICAL COMMON STOCK | 4.54% | Add +62.5% | 92,544 | $30.86M | $333.45 | No quote |
| 14 | EMC | EMC COMMON STOCK | 4.36% | Add +5.9% | 1,116,195 | $29.65M | No quote | No quote |
| 15 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 3.84% | Add +9.2% | 386,640 | $26.15M | No quote | No quote |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 3.64% | Add +7.3% | 303,925 | $24.74M | $81.40 | No quote |
| 17 | SRCL | STERICYCLE COMMON STOCK | 3.04% | Reduce -19.4% | 233,310 | $20.69M | No quote | No quote |
| 18 | TEVA | TEVA PHARMACEUTICAL COMMON STOCK | 2.96% | New | 402,139 | $20.18M | $50.17 | No quote |
| 19 | LLTC | LINEAR TECHNOLOGY COMMON STOCK | 2.94% | Reduce -7.5% | 594,980 | $20.01M | No quote | No quote |
| 20 | AMZN | AMAZON COMMON STOCK | 1.82% | Add +12.9% | 68,598 | $12.36M | $180.12 | No quote |
| 23 | PRGO | PEPSICO COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 22 | EXPD | EXPEDITORS INTERNATIONAL COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 21 | ECL | ECOLAB COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |