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.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 24 of 38 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.83% | Add +2.8% | 4,972,136 | $541.91M | $108.99 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.68% | Reduce -10.3% | 3,762,367 | $533.8M | No quote | No quote |
| 3 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.84% | Reduce -0.1% | 6,018,418 | $377.35M | $62.70 | No quote |
| 4 | PCLN | PRICELINE | 6.56% | Add +21.5% | 280,581 | $361.66M | No quote | No quote |
| 5 | SRCL | STERICYCLE | 6.17% | Add +24.8% | 2,697,212 | $340.36M | No quote | No quote |
| 6 | SLB | SCHLUMBERGER | 5.85% | Reduce -8.1% | 4,374,627 | $322.63M | $73.75 | No quote |
| 7 | KHC | KRAFT HEINZ | 5.77% | Add +23.5% | 4,051,880 | $318.32M | $78.56 | No quote |
| 8 | QCOM | QUALCOMM | 5.52% | Reduce -29.5% | 5,949,806 | $304.27M | $51.14 | No quote |
| 9 | LKQ | LKQ CORP | 4.99% | Reduce -3.9% | 8,613,464 | $275.03M | $31.93 | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.98% | Reduce -3.5% | 3,436,385 | $274.64M | $79.92 | No quote |
| 11 | ESRX | EXPRESS SCRIPTS | 4.97% | Reduce -22.1% | 3,987,074 | $273.87M | No quote | No quote |
| 12 | PRGO | PERRIGO | 4.82% | Reduce -1.7% | 2,077,826 | $265.82M | $127.93 | No quote |
| 13 | MJN | MEAD JOHNSON NUTRITION | 4.41% | Reduce -8.8% | 2,859,884 | $243M | No quote | No quote |
| 14 | V | VISA | 4.27% | Reduce -3.5% | 3,080,283 | $235.58M | $76.48 | No quote |
| 15 | GOOGL | ALPHABET INC. CL A | 4.03% | Reduce -6.2% | 291,498 | $222.38M | $762.90 | No quote |
| 16 | CLB | CORE LABS | 3.98% | Add +0.9% | 1,953,265 | $219.57M | $112.41 | No quote |
| 17 | PYPL | PAYPAL HOLDINGS | 3.33% | Reduce -0.4% | 4,764,395 | $183.91M | $38.60 | No quote |
| 18 | SCHW | CHARLES SCHWAB | 2.92% | New | 5,745,873 | $161M | $28.02 | No quote |
| 19 | GOOG | ALPHABET INC. CL C | 0.72% | Reduce -22.4% | 53,196 | $39.63M | $744.94 | No quote |
| 20 | USB | US BANCORP DEL COM NEW | 0.08% | New | 113,760 | $4.62M | $40.59 | No quote |
| 21 | COH | COACH | 0.05% | Reduce -44.7% | 63,925 | $2.56M | No quote | No quote |
| 22 | NOV | NATIONAL-OILWELL VARCO | 0.04% | Reduce -5.5% | 65,625 | $2.04M | $31.09 | No quote |
| 23 | AEE | AMEREN CORP | 0.03% | New | 32,529 | $1.63M | No quote | No quote |
| 24 | BX | BLACKSTONE GROUP LP COMUNIT LT | 0.02% | New | 39,925 | $1.12M | $28.03 | No quote |
| 25 | ED | CONSOLIDATED EDISON INC | 0.02% | New | 14,250 | $1.09M | No quote | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.02% | New | 19,200 | $1.04M | $54.06 | No quote |
| 27 | PAYX | PAYCHEX INC COM | 0.02% | New | 18,150 | $980K | $53.99 | No quote |
| 28 | EMC | EMC CORP | 0.02% | Reduce -75.7% | 31,200 | $831K | No quote | No quote |
| 29 | NLY | ANNALY CAP MGMT INC COM | 0.01% | New | 75,750 | $777K | No quote | No quote |
| 30 | ECL | ECOLAB INC | 0.01% | New | 5,650 | $630K | $111.50 | No quote |
| 31 | JNJ | JOHNSON & JOHNSON | 0.01% | New | 5,250 | $568K | $108.19 | No quote |
| 32 | T | AT&T INC | 0.01% | New | 11,416 | $447K | $39.16 | No quote |
| 33 | VAR | VARIAN MEDICAL SYSTEMS | 0.01% | Reduce -84.0% | 5,075 | $406K | No quote | No quote |
| 34 | PEP | PEPSICO INC | 0.01% | New | 3,300 | $338K | $102.42 | No quote |
| 35 | MTB | M&T BANK | 0.01% | Reduce -99.9% | 2,711 | $301K | $111.03 | No quote |
| 36 | MN | MANNING & NAPIER INC CL A | 0.00% | New | 33,750 | $272K | No quote | No quote |
| 37 | JEC | JACOBS ENGR GROUP INC DEL COM | 0.00% | New | 5,000 | $217K | No quote | No quote |
| 38 | CMI | CUMMINS | - | Sold | 0 | $0 | No quote | No quote |