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 2026-09-12 from SEC 13F data.
Live quotes available for 15 of 24 rows. Rows without a quote are marked unavailable.
| 1 | QCOM | QUALCOMM INC | 8.43% | Add +5.5% | 10,046,809 | $629.23M | $62.63 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 7.90% | Add +6.1% | 4,334,428 | $589.96M | $136.11 | No quote |
| 3 | ESRX | EXPRESS SCRIPTS HLDG | 7.79% | Reduce -1.2% | 6,541,035 | $581.76M | No quote | No quote |
| 4 | AAPL | APPLE INC | 7.33% | Add +0.4% | 4,366,559 | $547.68M | $125.42 | No quote |
| 5 | MTB | M & T BANK CORP | 6.31% | Add +7.7% | 3,769,209 | $470.89M | $124.93 | No quote |
| 6 | CTSH | COGNIZANT TECH SOLU CLASS A | 6.28% | Reduce -0.5% | 7,672,080 | $468.69M | $61.09 | No quote |
| 7 | COH | COACH INC | 5.07% | Add +4.8% | 10,941,844 | $378.7M | No quote | No quote |
| 8 | SLB | SCHLUMBERGER LTD F | 4.99% | Add +1.4% | 4,323,129 | $372.61M | $86.19 | No quote |
| 9 | NOV | NATIONAL OILWELL VAR | 4.79% | Add +6.3% | 7,401,742 | $357.36M | $48.28 | No quote |
| 10 | LKQ | LKQ CORP | 4.31% | Add +6.1% | 10,629,217 | $321.48M | $30.24 | No quote |
| 11 | VRSK | VERISK ANALYTICS INC | 4.07% | Reduce -0.4% | 4,179,066 | $304.07M | $72.76 | No quote |
| 12 | V | VISA INC CLASS A | 3.86% | Reduce -2.8% | 4,295,301 | $288.43M | $67.15 | No quote |
| 13 | PCLN | PRICELINE GROUP | 3.76% | Add +5.1% | 244,045 | $280.99M | No quote | No quote |
| 14 | CLB | CORE LABORATORIES N V F | 3.59% | Reduce -7.1% | 2,349,692 | $267.96M | $114.04 | No quote |
| 15 | MJN | MEAD JOHNSON NUTRITN | 3.30% | Add +5.2% | 2,730,152 | $246.31M | No quote | No quote |
| 16 | EMC | EMC CORP MASS | 3.20% | Add +10.0% | 9,057,717 | $239.03M | No quote | No quote |
| 17 | GOOGL | GOOGLE INC CLASS A | 3.13% | Add +27.8% | 432,845 | $233.75M | $540.04 | No quote |
| 18 | CMI | CUMMINS INC | 3.05% | Add +6.0% | 1,735,670 | $227.7M | $131.19 | No quote |
| 19 | SRCL | STERICYCLE INC | 2.80% | Add +4.7% | 1,561,450 | $209.09M | No quote | No quote |
| 20 | VAR | VARIAN MEDICAL SYSTM | 2.61% | Add +7.5% | 2,307,861 | $194.62M | No quote | No quote |
| 21 | PRGO | PERRIGO CO PLC F US SHARES | 2.21% | Reduce -39.9% | 892,486 | $164.96M | $184.83 | No quote |
| 22 | GOOG | GOOGLE INC CLASS C | 1.23% | Reduce -4.7% | 176,114 | $91.67M | $520.51 | No quote |
| 23 | DSI | ISHARES MSCI KLD 400 SOCIAL ET | 0.00% | New | 3,765 | $286K | No quote | No quote |
| 24 | MN | MANNING & NAPIER INC CL A | 0.00% | New | 12,500 | $124K | No quote | No quote |