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 | QCOM | QUALCOMM | 8.27% | Add +24.4% | 8,253,896 | $613.51M | $74.33 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 8.09% | Reduce -5.6% | 3,997,425 | $600.21M | No quote | No quote |
| 3 | ESRX | EXPRESS SCRIPTS HLDG CO | 7.56% | Add +11.1% | 6,620,076 | $560.52M | No quote | No quote |
| 4 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 7.03% | Add +10.7% | 9,901,736 | $521.43M | $52.66 | No quote |
| 5 | AAPL | APPLE | 6.42% | Reduce -11.6% | 4,314,062 | $476.19M | $110.38 | No quote |
| 6 | MTB | M&T BANK | 5.16% | Add +14.8% | 3,043,781 | $382.36M | $125.62 | No quote |
| 7 | COH | COACH | 5.04% | Add +16.7% | 9,961,501 | $374.15M | No quote | No quote |
| 8 | SRCL | STERICYCLE | 5.01% | Add +12.1% | 2,835,367 | $371.66M | No quote | No quote |
| 9 | SLB | SCHLUMBERGER | 4.77% | Add +80.1% | 4,138,543 | $353.47M | $85.41 | No quote |
| 10 | NOV | NATIONAL-OILWELL VARCO | 4.19% | Add +103.5% | 4,746,336 | $311.03M | $65.53 | No quote |
| 11 | V | VISA | 3.94% | Add +10.2% | 1,114,817 | $292.31M | $262.20 | No quote |
| 12 | VAR | VARIAN MEDICAL SYSTEMS | 3.72% | Add +12.5% | 3,186,216 | $275.64M | No quote | No quote |
| 13 | CLB | CORE LABORATORIES N V F | 3.60% | New | 2,220,875 | $267.26M | $120.34 | No quote |
| 14 | LKQ | LKQ CORP | 3.57% | Add +12.4% | 9,422,474 | $264.96M | $28.12 | No quote |
| 15 | VRSK | VERISK ANALYTICS | 3.55% | Add +19.3% | 4,107,630 | $263.09M | $64.05 | No quote |
| 16 | MJN | MEAD JOHNSON NUTRITION | 3.55% | Add +9.3% | 2,615,792 | $262.99M | No quote | No quote |
| 17 | PCLN | PRICELINE | 3.42% | Add +15.7% | 222,481 | $253.68M | No quote | No quote |
| 18 | PRGO | PERRIGO | 3.28% | Reduce -18.6% | 1,455,681 | $243.33M | $167.16 | No quote |
| 19 | EMC | EMC CORP | 3.21% | Reduce -45.1% | 7,995,923 | $237.8M | No quote | No quote |
| 20 | CMI | CUMMINS | 3.04% | Add +14.8% | 1,563,820 | $225.46M | $144.17 | No quote |
| 21 | GOOGL | GOOGLE INC CLASS A VTG VOTING | 2.23% | Add +29.5% | 311,757 | $165.44M | $530.66 | No quote |
| 22 | GOOG | 1.35% | Reduce -1.0% | 190,850 | $100.46M | $526.40 | No quote |