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.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 16 of 24 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.57% | New | 837,328 | $399.2M | $476.75 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY CL B | 6.70% | New | 2,460,379 | $279.28M | $113.51 | No quote |
| 3 | QCOM | QUALCOMM | 6.44% | Add +8.2% | 3,991,646 | $268.72M | $67.32 | No quote |
| 4 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.18% | Reduce -17.6% | 3,139,092 | $257.78M | $82.12 | No quote |
| 5 | EMC | EMC CORP | 6.15% | Add +7.9% | 10,039,909 | $256.62M | No quote | No quote |
| 6 | ESRX | EXPRESS SCRIPTS HLDG CO | 5.67% | Add +12.3% | 3,827,273 | $236.53M | No quote | No quote |
| 7 | GOOGL | 4.99% | Add +11.1% | 237,480 | $208.01M | $875.91 | No quote | |
| 8 | CMI | CUMMINS | 4.90% | Add +6.7% | 1,537,662 | $204.31M | $132.87 | No quote |
| 9 | PRGO | PERRIGO | 4.12% | Add +34.5% | 1,393,714 | $171.96M | $123.38 | No quote |
| 10 | SRCL | STERICYCLE | 4.07% | Add +9.3% | 1,471,528 | $169.81M | No quote | No quote |
| 11 | COH | COACH | 3.97% | Add +15.8% | 3,037,439 | $165.63M | No quote | No quote |
| 12 | MTB | M&T BANK | 3.96% | New | 1,476,540 | $165.25M | $111.92 | No quote |
| 13 | V | VISA | 3.96% | Add +9.6% | 862,941 | $164.91M | $191.10 | No quote |
| 14 | SLB | SCHLUMBERGER | 3.91% | Add +6.3% | 1,843,477 | $162.89M | $88.36 | No quote |
| 15 | VAR | VARIAN MEDICAL SYSTEMS | 3.89% | Add +5.3% | 2,172,559 | $162.36M | No quote | No quote |
| 16 | GILD | GILEAD SCIENCES | 3.79% | Add +2.2% | 2,513,914 | $158.05M | $62.87 | No quote |
| 17 | PCLN | PRICELINE | 3.71% | Add +3.3% | 153,022 | $154.7M | No quote | No quote |
| 18 | VRSK | VERISK ANALYTICS | 3.71% | Add +6.4% | 2,379,341 | $154.56M | $64.96 | No quote |
| 19 | NOV | NATIONAL-OILWELL VARCO | 3.06% | Add +8.2% | 1,635,164 | $127.72M | $78.11 | No quote |
| 20 | SCHW | CHARLES SCHWAB | 2.53% | Reduce -30.2% | 4,983,463 | $105.35M | $21.14 | No quote |
| 21 | AXP | AMERICAN EXPRESS | 2.52% | Add +7.9% | 1,388,732 | $104.88M | $75.52 | No quote |
| 22 | MNST | MONSTER BEVERAGE | 2.18% | Add +13.7% | 1,741,395 | $90.99M | $52.25 | No quote |
| 24 | - | Berkshire HathawayCUSIP 84670702 | - | Sold | 0 | $0 | No quote | No quote |
| 23 | - | Apple ComputerCUSIP 37833100 | - | Sold | 0 | $0 | No quote | No quote |