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
- +6.99%
- 1-year
- +5.07%
- 3-year
- +52.21%
- 5-year
- +45.84%
- 3-year vs S&P 500
- -21.04%
- 5-year vs S&P 500
- -28.26%
- 5-year top 5
- +92.85%
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.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Updated 2026-09-19 from SEC 13F data.
Live quotes available for 13 of 24 rows. Rows without a quote are marked unavailable.
| 1 | - | Apple ComputerCUSIP 37833100 | 9.09% | New | 793,439 | $314.62M | No quote | No quote |
| 2 | - | Berkshire HathawayCUSIP 84670702 | 7.27% | New | 2,248,214 | $251.62M | No quote | No quote |
| 3 | CTSH | Cognizant Technology | 6.89% | Add +105.3% | 3,807,365 | $238.49M | $62.64 | No quote |
| 4 | QCOM | Qualcomm | 6.51% | Add +23.8% | 3,690,177 | $225.43M | $61.09 | No quote |
| 5 | EMC | EMC | 6.35% | Add +89.6% | 9,303,186 | $219.74M | No quote | No quote |
| 6 | ESRX | Express Scripts | 6.08% | New | 3,408,739 | $210.46M | No quote | No quote |
| 7 | GOOGL | 5.43% | Reduce -5.7% | 213,703 | $188.14M | $880.37 | No quote | |
| 8 | CMI | Cummins | 4.51% | Add +20.7% | 1,440,711 | $156.26M | $108.46 | No quote |
| 9 | SCHW | Charles Schwab | 4.37% | Add +13.8% | 7,135,138 | $151.48M | $21.23 | No quote |
| 10 | COH | Coach | 4.33% | Add +15.1% | 2,624,036 | $149.81M | No quote | No quote |
| 11 | SRCL | Stericycle | 4.29% | Add +22.9% | 1,345,848 | $148.62M | No quote | No quote |
| 12 | V | Visa | 4.16% | Add +12.8% | 787,647 | $143.94M | $182.75 | No quote |
| 13 | VAR | Varian Medical Systems | 4.02% | Add +13.0% | 2,063,703 | $139.2M | No quote | No quote |
| 14 | VRSK | Verisk Analytics | 3.86% | Add +18.3% | 2,236,306 | $133.51M | $59.70 | No quote |
| 15 | GILD | Gilead Sciences | 3.64% | Add +9.2% | 2,459,512 | $126.1M | $51.27 | No quote |
| 16 | PRGO | Perrigo | 3.62% | Add +26.0% | 1,036,502 | $125.42M | $121.00 | No quote |
| 17 | SLB | Schlumberger | 3.59% | Add +23.3% | 1,734,079 | $124.26M | $71.66 | No quote |
| 18 | PCLN | Priceline | 3.54% | New | 148,124 | $122.45M | No quote | No quote |
| 19 | NOV | National Oilwell Varco | 3.01% | Add +23.8% | 1,511,131 | $104.12M | $68.90 | No quote |
| 20 | AXP | American Express | 2.78% | New | 1,286,983 | $96.22M | $74.76 | No quote |
| 21 | MNST | Monster Beverage | 2.69% | Reduce -14.8% | 1,531,394 | $93.16M | $60.83 | No quote |
| 24 | - | Priceline COMCUSIP 741503106 | - | Sold | 0 | $0 | No quote | No quote |
| 23 | ESRX | Express Scripts COM | - | Sold | 0 | $0 | No quote | No quote |
| 22 | EXPD | Expeditors International COM | - | Sold | 0 | $0 | No quote | No quote |