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 19 rows. Rows without a quote are marked unavailable.
| 1 | QCOM | Qualcomm COM | 8.56% | - | 2,981,074 | $199.58M | $66.95 | No quote |
| 2 | GOOGL | Google COM | 7.71% | - | 226,535 | $179.91M | $794.19 | No quote |
| 3 | ESRX | Express Scripts COM | 7.19% | - | 2,909,120 | $167.71M | No quote | No quote |
| 4 | CTSH | Cognizant Technology COM | 6.09% | - | 1,854,397 | $142.07M | $76.61 | No quote |
| 5 | CMI | Cummins COM | 5.93% | - | 1,193,801 | $138.25M | $115.81 | No quote |
| 6 | VAR | Varian Medical Systems COM | 5.64% | - | 1,826,581 | $131.51M | No quote | No quote |
| 7 | V | Visa COM | 5.08% | - | 697,982 | $118.55M | $169.84 | No quote |
| 8 | EMC | EMC COM | 5.03% | - | 4,907,434 | $117.24M | No quote | No quote |
| 9 | VRSK | Verisk Analytics COM | 4.99% | - | 1,889,680 | $116.46M | $61.63 | No quote |
| 10 | SRCL | Stericycle COM | 4.99% | - | 1,094,931 | $116.26M | No quote | No quote |
| 11 | COH | Coach COM | 4.89% | - | 2,280,812 | $114.02M | No quote | No quote |
| 12 | SCHW | Charles Schwab COM | 4.75% | - | 6,267,418 | $110.87M | $17.69 | No quote |
| 13 | GILD | Gilead Sciences COM | 4.73% | - | 2,251,933 | $110.21M | $48.94 | No quote |
| 14 | SLB | Schlumberger COM | 4.52% | - | 1,406,277 | $105.32M | $74.89 | No quote |
| 15 | EXPD | Expeditors International COM | 4.36% | - | 2,849,284 | $101.75M | $35.71 | No quote |
| 16 | PRGO | Perrigo COM | 4.19% | - | 822,635 | $97.67M | $118.73 | No quote |
| 17 | - | Priceline COMCUSIP 741503106 | 3.97% | - | 134,445 | $92.52M | No quote | No quote |
| 18 | NOV | National Oilwell Varco COM | 3.70% | - | 1,220,499 | $86.35M | $70.75 | No quote |
| 19 | MNST | Monster Beverage COM | 3.68% | - | 1,796,868 | $85.78M | $47.74 | No quote |