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 14 of 22 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 10.23% | Add +4.7% | 876,762 | $491.88M | $561.02 | No quote |
| 2 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.81% | Add +3.3% | 3,242,774 | $327.46M | $100.98 | No quote |
| 3 | QCOM | QUALCOMM | 6.79% | Add +10.1% | 4,396,586 | $326.45M | $74.25 | No quote |
| 4 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 6.66% | Add +9.7% | 2,698,966 | $319.99M | No quote | No quote |
| 5 | EMC | EMC CORP | 6.41% | Add +22.1% | 12,259,831 | $308.34M | No quote | No quote |
| 6 | ESRX | EXPRESS SCRIPTS HLDG CO | 5.96% | Add +6.6% | 4,080,938 | $286.65M | No quote | No quote |
| 7 | GOOGL | 5.78% | Add +4.5% | 248,111 | $278.06M | $1120.71 | No quote | |
| 8 | MTB | M&T BANK | 5.16% | Add +44.4% | 2,131,941 | $248.2M | $116.42 | No quote |
| 9 | CMI | CUMMINS | 4.86% | Add +7.7% | 1,656,312 | $233.49M | $140.97 | No quote |
| 10 | PRGO | PERRIGO | 4.66% | Add +4.7% | 1,459,279 | $223.94M | $153.46 | No quote |
| 11 | V | VISA | 4.17% | Add +4.3% | 899,810 | $200.37M | $222.68 | No quote |
| 12 | SRCL | STERICYCLE | 3.87% | Add +8.9% | 1,602,436 | $186.16M | No quote | No quote |
| 13 | COH | COACH | 3.74% | Add +5.5% | 3,203,502 | $179.81M | No quote | No quote |
| 14 | VAR | VARIAN MEDICAL SYSTEMS | 3.68% | Add +4.9% | 2,279,191 | $177.07M | No quote | No quote |
| 15 | SLB | SCHLUMBERGER | 3.64% | Add +5.4% | 1,943,361 | $175.12M | $90.11 | No quote |
| 16 | VRSK | VERISK ANALYTICS | 3.46% | Add +6.3% | 2,529,002 | $166.21M | $65.72 | No quote |
| 17 | PCLN | PRICELINE | 2.96% | Reduce -20.0% | 122,374 | $142.25M | No quote | No quote |
| 18 | NOV | NATIONAL-OILWELL VARCO | 2.87% | Add +6.1% | 1,734,990 | $137.98M | $79.53 | No quote |
| 19 | AXP | AMERICAN EXPRESS | 2.83% | Add +8.1% | 1,501,341 | $136.22M | $90.73 | No quote |
| 20 | GILD | GILEAD SCIENCES | 2.81% | Reduce -28.4% | 1,800,984 | $135.25M | $75.10 | No quote |
| 21 | MNST | MONSTER BEVERAGE | 2.64% | Add +7.5% | 1,871,588 | $126.84M | $67.77 | No quote |
| 22 | SCHW | CHARLES SCHWAB | - | Sold | 0 | $0 | No quote | No quote |