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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 12 of 17 rows. Rows without a quote are marked unavailable.


1	ESRX	EXPRESS SCRIPTS COM	9.02%	-	1,287,354	$57.53M	No quote	No quote
2	V	VISA COM	9.02%	-	566,481	$57.52M	$101.53	No quote
3	GOOGL	GOOGLE COM	8.85%	-	87,363	$56.43M	$645.90	No quote
4	GILD	GILEAD SCIENCES COM	7.79%	-	1,213,955	$49.69M	$40.93	No quote
5	QCOM	QUALCOMM COM	7.26%	-	845,864	$46.27M	$54.70	No quote
6	PEP	PERRIGO COM	6.61%	-	433,369	$42.17M	$97.30	No quote
7	VRSK	VERISK ANALYTICS COM	6.09%	-	967,239	$38.82M	$40.13	No quote
8	ISRG	INTUITIVE SURGICAL COM	5.60%	-	77,128	$35.71M	$463.01	No quote
9	TEVA	TEVA PHARMACEUTICAL COM	5.44%	-	858,982	$34.67M	$40.36	No quote
10	CMI	CUMMINS COM	5.43%	-	393,219	$34.61M	$88.02	No quote
11	CTSH	COGNIZANT TECHNOLOGY SOLUTIONS COM	5.21%	-	516,199	$33.2M	$64.31	No quote
12	VAR	VARIAN MEDICAL SYSTEMS COM	5.17%	-	490,990	$32.96M	No quote	No quote
13	JEC	SCHLUMBERGER COM	4.53%	-	422,516	$28.86M	No quote	No quote
14	EMC	EMC COM	4.50%	-	1,330,782	$28.67M	No quote	No quote
15	SRCL	STERICYCLE COM	3.45%	-	282,673	$22.03M	No quote	No quote
16	NOV	NATIONAL OILWELL VARCO COM	3.34%	-	313,325	$21.3M	$67.99	No quote
17	EXPD	EXPEDITORS INTERNATIONAL COM	2.70%	-	420,029	$17.2M	$40.96	No quote