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 22 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.45% | Add +4.6% | 4,234,269 | $584.92M | No quote | No quote |
| 2 | QCOM | QUALCOMM | 8.02% | Add +35.5% | 6,637,080 | $496.26M | $74.77 | No quote |
| 3 | AAPL | APPLE | 7.94% | Reduce -19.1% | 4,878,650 | $491.52M | $100.75 | No quote |
| 4 | EMC | EMC CORP | 6.89% | Add +4.4% | 14,576,412 | $426.51M | No quote | No quote |
| 5 | ESRX | EXPRESS SCRIPTS HLDG CO | 6.80% | Add +7.8% | 5,957,369 | $420.77M | No quote | No quote |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.47% | Add +26.1% | 8,944,176 | $400.43M | $44.77 | No quote |
| 7 | MTB | M&T BANK | 5.28% | Add +8.8% | 2,650,981 | $326.84M | $123.29 | No quote |
| 8 | COH | COACH | 4.91% | Add +8.8% | 8,533,938 | $303.89M | No quote | No quote |
| 9 | SRCL | STERICYCLE | 4.76% | Add +5.7% | 2,528,949 | $294.77M | No quote | No quote |
| 10 | PRGO | PERRIGO | 4.34% | Add +2.6% | 1,788,328 | $268.59M | $150.19 | No quote |
| 11 | SLB | SCHLUMBERGER | 3.78% | Add +6.4% | 2,298,360 | $233.72M | $101.69 | No quote |
| 12 | MJN | MEAD JOHNSON NUTRITION | 3.72% | Add +0.5% | 2,394,115 | $230.36M | No quote | No quote |
| 13 | VAR | VARIAN MEDICAL SYSTEMS | 3.67% | Add +8.9% | 2,832,194 | $226.92M | No quote | No quote |
| 14 | LKQ | LKQ CORP | 3.60% | Add +54.9% | 8,379,275 | $222.81M | $26.59 | No quote |
| 15 | PCLN | PRICELINE | 3.60% | Add +9.7% | 192,231 | $222.72M | No quote | No quote |
| 16 | V | VISA | 3.49% | Add +6.8% | 1,011,933 | $215.92M | $213.37 | No quote |
| 17 | VRSK | VERISK ANALYTICS | 3.39% | Add +7.0% | 3,442,817 | $209.63M | $60.89 | No quote |
| 18 | CMI | CUMMINS | 2.90% | Add +13.3% | 1,361,740 | $179.72M | $131.98 | No quote |
| 19 | NOV | NATIONAL-OILWELL VARCO | 2.87% | Add +6.2% | 2,332,028 | $177.47M | $76.10 | No quote |
| 20 | GOOGL | GOOGLE INC CLASS A VTG VOTING | 2.29% | Add +9.0% | 240,656 | $141.6M | $588.41 | No quote |
| 21 | GOOG | 1.80% | Reduce -2.9% | 192,769 | $111.3M | $577.36 | No quote | |
| 22 | DNOW | NOW INC | - | Sold | 0 | $0 | No quote | No quote |