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 25 of 40 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.91% | Reduce -10.2% | 3,376,990 | $488.95M | No quote | No quote |
| 2 | AAPL | APPLE | 9.56% | Reduce -0.8% | 4,932,995 | $471.59M | $95.60 | No quote |
| 3 | KHC | KRAFT HEINZ | 7.03% | Reduce -3.3% | 3,918,756 | $346.73M | $88.48 | No quote |
| 4 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.52% | Reduce -6.5% | 5,624,679 | $321.96M | $57.24 | No quote |
| 5 | PCLN | PRICELINE | 6.40% | Reduce -9.8% | 253,186 | $316.08M | No quote | No quote |
| 6 | SLB | SCHLUMBERGER | 6.40% | Reduce -8.8% | 3,991,924 | $315.68M | $79.08 | No quote |
| 7 | SRCL | STERICYCLE | 5.70% | Add +0.1% | 2,700,590 | $281.19M | No quote | No quote |
| 8 | ESRX | EXPRESS SCRIPTS | 4.99% | Reduce -18.4% | 3,251,358 | $246.45M | No quote | No quote |
| 9 | MJN | MEAD JOHNSON NUTRITION | 4.75% | Reduce -9.7% | 2,583,720 | $234.47M | No quote | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.73% | Reduce -16.2% | 2,878,154 | $233.36M | $81.08 | No quote |
| 11 | LKQ | LKQ CORP | 4.62% | Reduce -16.4% | 7,198,689 | $228.2M | $31.70 | No quote |
| 12 | V | VISA | 4.49% | Reduce -2.9% | 2,990,879 | $221.83M | $74.17 | No quote |
| 13 | QCOM | QUALCOMM | 4.36% | Reduce -32.5% | 4,013,697 | $215.01M | $53.57 | No quote |
| 14 | CLB | CORE LABS | 4.24% | Reduce -13.6% | 1,687,427 | $209.06M | $123.89 | No quote |
| 15 | GOOGL | ALPHABET INC. CL A | 3.83% | Reduce -7.9% | 268,489 | $188.89M | $703.53 | No quote |
| 16 | PYPL | PAYPAL HOLDINGS | 3.51% | Reduce -0.4% | 4,743,985 | $173.2M | $36.51 | No quote |
| 17 | ROST | ROSS STORES | 2.86% | New | 2,487,764 | $141.03M | $56.69 | No quote |
| 18 | SCHW | CHARLES SCHWAB | 2.84% | Reduce -3.8% | 5,528,510 | $139.93M | $25.31 | No quote |
| 19 | TJX | TJX COMPANIES | 2.24% | New | 1,429,281 | $110.38M | $77.23 | No quote |
| 20 | GOOG | ALPHABET INC. CL C | 0.67% | Reduce -10.6% | 47,538 | $32.9M | $692.10 | No quote |
| 21 | USB | US BANCORP DEL COM NEW | 0.09% | Reduce -0.5% | 113,235 | $4.57M | $40.32 | No quote |
| 22 | COH | COACH | 0.05% | Reduce -9.1% | 58,125 | $2.37M | No quote | No quote |
| 23 | NOV | NATIONAL-OILWELL VARCO | 0.04% | Reduce -18.1% | 53,750 | $1.81M | $33.64 | No quote |
| 24 | AEE | AMEREN CORP | 0.04% | Add +0.0% | 32,537 | $1.74M | No quote | No quote |
| 25 | ED | CONSOLIDATED EDISON INC | 0.02% | - | 14,250 | $1.15M | No quote | No quote |
| 26 | PAYX | PAYCHEX INC COM | 0.02% | - | 18,150 | $1.08M | $59.45 | No quote |
| 27 | VZ | VERIZON COMMUNICATIONS | 0.02% | - | 19,200 | $1.07M | $55.83 | No quote |
| 28 | BX | BLACKSTONE GROUP LP COMUNIT LT | 0.02% | Add +4.8% | 41,850 | $1.03M | $24.52 | No quote |
| 29 | NLY | ANNALY CAP MGMT INC COM | 0.02% | Add +0.2% | 75,875 | $839K | No quote | No quote |
| 30 | ECL | ECOLAB INC | 0.01% | Add +0.4% | 5,671 | $672K | $118.50 | No quote |
| 31 | JNJ | JOHNSON & JOHNSON | 0.01% | - | 5,250 | $636K | $121.14 | No quote |
| 32 | T | AT&T INC COM USD1 | 0.01% | Add +0.3% | 11,444 | $494K | $43.17 | No quote |
| 33 | PEP | PEPSICO INC | 0.01% | Reduce -4.7% | 3,145 | $333K | $105.88 | No quote |
| 34 | MN | MANNING &NAPIER INC CLA | 0.01% | Add +1.1% | 34,125 | $324K | No quote | No quote |
| 35 | PG | PROCTER & GAMBLE | 0.00% | New | 2,400 | $203K | $84.58 | No quote |
| 40 | VAR | VARIAN MEDICAL SYSTEMS | - | Sold | 0 | $0 | No quote | No quote |
| 39 | PRGO | PERRIGO | - | Sold | 0 | $0 | No quote | No quote |
| 38 | MTB | M&T BANK | - | Sold | 0 | $0 | No quote | No quote |
| 37 | JEC | JACOBS ENGR GROUP INC DEL COM | - | Sold | 0 | $0 | No quote | No quote |
| 36 | EMC | EMC CORP | - | Sold | 0 | $0 | No quote | No quote |