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 16 of 28 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 8.86% | Add +7.7% | 4,669,148 | $608.86M | No quote | No quote |
| 2 | AAPL | APPLE | 8.12% | Add +15.8% | 5,058,297 | $557.93M | $110.30 | No quote |
| 3 | QCOM | QUALCOMM | 7.47% | Reduce -5.0% | 9,547,357 | $512.98M | $53.73 | No quote |
| 4 | ESRX | EXPRESS SCRIPTS | 6.77% | Reduce -12.1% | 5,746,965 | $465.27M | No quote | No quote |
| 5 | MTB | M&T BANK | 6.30% | Reduce -5.8% | 3,548,865 | $432.78M | $121.95 | No quote |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.27% | Reduce -10.3% | 6,880,764 | $430.8M | $62.61 | No quote |
| 7 | SLB | SCHLUMBERGER | 5.29% | Add +21.9% | 5,267,799 | $363.32M | $68.97 | No quote |
| 8 | PCLN | PRICELINE | 4.65% | Add +5.8% | 258,105 | $319.24M | No quote | No quote |
| 9 | COH | COACH | 4.43% | Reduce -3.9% | 10,512,842 | $304.14M | No quote | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.22% | Reduce -6.2% | 3,921,829 | $289.86M | $73.91 | No quote |
| 11 | NOV | NATIONAL-OILWELL VARCO | 3.88% | Reduce -4.3% | 7,084,117 | $266.72M | $37.65 | No quote |
| 12 | LKQ | LKQ CORP | 3.88% | Reduce -11.5% | 9,403,538 | $266.68M | $28.36 | No quote |
| 13 | V | VISA | 3.83% | Reduce -12.0% | 3,778,889 | $263.24M | $69.66 | No quote |
| 14 | GOOGL | ALPHABET INC. CL A | 3.77% | New | 405,459 | $258.83M | $638.37 | No quote |
| 15 | MJN | MEAD JOHNSON NUTRITION | 3.58% | Add +28.1% | 3,497,161 | $246.2M | No quote | No quote |
| 16 | CLB | CORE LABS | 3.16% | Reduce -7.4% | 2,175,190 | $217.08M | $99.80 | No quote |
| 17 | SRCL | STERICYCLE | 2.98% | Reduce -5.8% | 1,471,324 | $204.97M | No quote | No quote |
| 18 | CMI | CUMMINS | 2.62% | Reduce -4.6% | 1,656,243 | $179.83M | $108.58 | No quote |
| 19 | KHC | KRAFT HEINZ | 2.54% | New | 2,471,282 | $174.42M | $70.58 | No quote |
| 20 | PYPL | PAYPAL HOLDINGS | 2.36% | New | 5,214,323 | $161.85M | $31.04 | No quote |
| 21 | VAR | VARIAN MEDICAL SYSTEMS | 2.09% | Reduce -15.7% | 1,945,422 | $143.53M | No quote | No quote |
| 22 | PRGO | PERRIGO | 1.87% | Reduce -8.6% | 815,674 | $128.28M | $157.27 | No quote |
| 23 | GOOG | ALPHABET INC. CL C | 0.98% | New | 110,348 | $67.14M | $608.42 | No quote |
| 24 | EMC | EMC CORP | 0.08% | Reduce -97.5% | 223,469 | $5.4M | No quote | No quote |
| 28 | MN | MANNING & NAPIER INC CL A | - | Sold | 0 | $0 | No quote | No quote |
| 27 | DSI | ISHARES MSCI KLD 400 SOCIAL ET | - | Sold | 0 | $0 | No quote | No quote |
| 26 | GOOG | GOOGLE INC CLASS C | - | Sold | 0 | $0 | No quote | No quote |
| 25 | GOOGL | GOOGLE INC CLASS A | - | Sold | 0 | $0 | No quote | No quote |