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.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 14 of 23 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.77% | Add +529.5% | 6,026,684 | $560.06M | $92.93 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 8.94% | Reduce -6.9% | 4,048,166 | $512.34M | No quote | No quote |
| 3 | QCOM | QUALCOMM | 6.77% | Add +4.7% | 4,897,789 | $387.91M | $79.20 | No quote |
| 4 | ESRX | EXPRESS SCRIPTS HLDG CO | 6.68% | Add +11.4% | 5,526,574 | $383.16M | No quote | No quote |
| 5 | EMC | EMC CORP | 6.42% | Add +8.5% | 13,965,839 | $367.86M | No quote | No quote |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.05% | Add +6.4% | 7,094,047 | $346.97M | $48.91 | No quote |
| 7 | MTB | M&T BANK | 5.27% | Add +4.7% | 2,435,410 | $302.11M | $124.05 | No quote |
| 8 | SRCL | STERICYCLE | 4.94% | Add +7.9% | 2,393,147 | $283.4M | No quote | No quote |
| 9 | COH | COACH | 4.68% | Add +120.4% | 7,846,843 | $268.28M | No quote | No quote |
| 10 | SLB | SCHLUMBERGER | 4.44% | Add +3.3% | 2,159,911 | $254.76M | $117.95 | No quote |
| 11 | PRGO | PERRIGO | 4.43% | Add +16.6% | 1,742,399 | $253.97M | $145.76 | No quote |
| 12 | MJN | MEAD JOHNSON NUTRITION | 3.87% | Add +2.9% | 2,381,845 | $221.92M | No quote | No quote |
| 13 | VAR | VARIAN MEDICAL SYSTEMS | 3.77% | Add +6.0% | 2,601,412 | $216.28M | No quote | No quote |
| 14 | PCLN | PRICELINE | 3.68% | Add +34.5% | 175,192 | $210.76M | No quote | No quote |
| 15 | V | VISA | 3.48% | Add +55.2% | 947,703 | $199.69M | $210.71 | No quote |
| 16 | VRSK | VERISK ANALYTICS | 3.37% | Add +12.4% | 3,216,655 | $193.06M | $60.02 | No quote |
| 17 | CMI | CUMMINS | 3.23% | Reduce -32.4% | 1,202,145 | $185.48M | $154.29 | No quote |
| 18 | NOV | NATIONAL-OILWELL VARCO | 3.15% | Add +11.0% | 2,196,060 | $180.85M | $82.35 | No quote |
| 19 | LKQ | LKQ CORP | 2.52% | Add +6.2% | 5,408,348 | $144.35M | $26.69 | No quote |
| 20 | GOOGL | GOOGLE INC CLASS A VTG VOTING | 2.25% | New | 220,754 | $129.07M | $584.67 | No quote |
| 21 | GOOG | 1.99% | Add +0.2% | 198,487 | $114.19M | $575.28 | No quote | |
| 22 | DNOW | NOW INC | 0.30% | New | 478,947 | $17.34M | $36.21 | No quote |
| 23 | GILD | GILEAD SCIENCES | - | Sold | 0 | $0 | No quote | No quote |