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 11 of 18 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Google COM | 9.84% | Add +10.0% | 166,667 | $96.68M | $580.07 | No quote |
| 2 | ESRX | Express Scripts COM | 8.30% | Add +8.7% | 1,460,541 | $81.54M | No quote | No quote |
| 3 | QCOM | Qualcomm COM | 8.22% | Add +32.5% | 1,451,095 | $80.8M | $55.68 | No quote |
| 4 | VRSK | Verisk Analytics COM | 6.82% | Add +7.4% | 1,359,422 | $66.97M | $49.26 | No quote |
| 5 | CMI | Cummins COM | 6.81% | Add +37.2% | 690,758 | $66.94M | $96.91 | No quote |
| 6 | GILD | Gilead Sciences COM | 6.66% | Add +6.6% | 1,275,012 | $65.38M | $51.28 | No quote |
| 7 | CTSH | Cognizant Technology COM | 6.55% | Add +58.7% | 1,072,106 | $64.33M | $60.00 | No quote |
| 8 | VAR | Varian Medical Systems COM | 6.23% | Add +54.0% | 1,006,846 | $61.19M | No quote | No quote |
| 9 | V | Visa COM | 6.02% | Reduce -19.9% | 478,171 | $59.12M | $123.63 | No quote |
| 10 | SCHW | Charles Schwab COM | 6.01% | Add +13.3% | 4,568,994 | $59.08M | $12.93 | No quote |
| 11 | EXPD | Expeditors International COM | 5.49% | Add +123.9% | 1,391,005 | $53.9M | $38.75 | No quote |
| 12 | EMC | EMC COM | 5.00% | Add +10.2% | 1,917,335 | $49.14M | No quote | No quote |
| 13 | JEC | Schlumberger COM | 4.89% | Add +32.3% | 740,671 | $48.08M | No quote | No quote |
| 14 | PEP | Perrigo COM | 4.56% | Reduce -16.1% | 379,673 | $44.78M | $117.93 | No quote |
| 15 | NOV | National Oilwell Varco COM | 4.44% | Add +60.8% | 676,941 | $43.62M | $64.44 | No quote |
| 16 | SRCL | Stericycle COM | 4.16% | Add +12.4% | 445,392 | $40.83M | No quote | No quote |
| 18 | TEVA | Teva Pharmaceutical COM | - | Sold | 0 | $0 | No quote | No quote |
| 17 | ISRG | Intuitive Surgical COM | - | Sold | 0 | $0 | No quote | No quote |