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 | 8.86% | Add +15.4% | 9,521,542 | $660.22M | $69.34 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 7.92% | Add +2.2% | 4,086,954 | $589.83M | No quote | No quote |
| 3 | ESRX | EXPRESS SCRIPTS | 7.71% | Add +0.0% | 6,622,442 | $574.63M | No quote | No quote |
| 4 | AAPL | APPLE | 7.26% | Add +0.8% | 4,349,043 | $541.15M | $124.43 | No quote |
| 5 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.46% | Reduce -22.1% | 7,709,509 | $481M | $62.39 | No quote |
| 6 | MTB | M&T BANK | 5.97% | Add +15.0% | 3,501,498 | $444.69M | $127.00 | No quote |
| 7 | COH | COACH | 5.80% | Add +4.8% | 10,436,200 | $432.37M | No quote | No quote |
| 8 | SLB | SCHLUMBERGER | 4.77% | Add +3.0% | 4,262,624 | $355.67M | $83.44 | No quote |
| 9 | NOV | NATIONAL-OILWELL VARCO | 4.67% | Add +46.7% | 6,961,169 | $347.99M | $49.99 | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.02% | Add +2.1% | 4,194,784 | $299.51M | $71.40 | No quote |
| 11 | V | VISA | 3.88% | Add +296.2% | 4,416,811 | $288.9M | $65.41 | No quote |
| 12 | PCLN | PRICELINE | 3.63% | Add +4.3% | 232,146 | $270.25M | No quote | No quote |
| 13 | CLB | CORE LABS | 3.55% | Add +13.9% | 2,528,819 | $264.24M | $104.49 | No quote |
| 14 | MJN | MEAD JOHNSON NUTRITION | 3.50% | Reduce -0.8% | 2,594,166 | $260.79M | No quote | No quote |
| 15 | LKQ | LKQ CORP | 3.44% | Add +6.3% | 10,017,255 | $256.04M | $25.56 | No quote |
| 16 | PRGO | PERRIGO | 3.30% | Add +2.1% | 1,485,634 | $245.95M | $165.55 | No quote |
| 17 | CMI | CUMMINS | 3.05% | Add +4.8% | 1,638,237 | $227.13M | $138.64 | No quote |
| 18 | EMC | EMC CORP | 2.82% | Add +3.0% | 8,234,507 | $210.47M | No quote | No quote |
| 19 | SRCL | STERICYCLE | 2.81% | Reduce -47.4% | 1,491,671 | $209.48M | No quote | No quote |
| 20 | VAR | VARIAN MEDICAL SYSTEMS | 2.71% | Reduce -32.6% | 2,147,870 | $202.09M | No quote | No quote |
| 21 | GOOGL | GOOGLE INC CL A | 2.52% | Add +8.6% | 338,605 | $187.82M | $554.70 | No quote |
| 22 | GOOG | 1.36% | Reduce -3.1% | 184,847 | $101.3M | $548.00 | No quote |