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 24 of 36 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.78% | Reduce -16.4% | 4,124,490 | $466.27M | $113.05 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.36% | Reduce -8.5% | 3,089,161 | $446.29M | No quote | No quote |
| 3 | PCLN | PRICELINE | 6.77% | Reduce -13.3% | 219,484 | $322.97M | No quote | No quote |
| 4 | KHC | KRAFT HEINZ | 6.74% | Reduce -8.3% | 3,591,703 | $321.49M | $89.51 | No quote |
| 5 | SLB | SCHLUMBERGER | 6.17% | Reduce -6.3% | 3,741,101 | $294.2M | $78.64 | No quote |
| 6 | V | VISA | 5.56% | Add +7.2% | 3,206,909 | $265.21M | $82.70 | No quote |
| 7 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 5.38% | Reduce -4.4% | 5,376,140 | $256.5M | $47.71 | No quote |
| 8 | GOOGL | ALPHABET INC. CL A | 5.01% | Add +10.8% | 297,375 | $239.11M | $804.06 | No quote |
| 9 | QCOM | QUALCOMM | 4.97% | Reduce -13.8% | 3,461,144 | $237.09M | $68.50 | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.60% | Reduce -6.2% | 2,698,733 | $219.35M | $81.28 | No quote |
| 11 | ESRX | EXPRESS SCRIPTS | 4.53% | Reduce -5.7% | 3,066,390 | $216.27M | No quote | No quote |
| 12 | CLB | CORE LABS | 4.46% | Add +12.2% | 1,893,080 | $212.65M | $112.33 | No quote |
| 13 | SRCL | STERICYCLE | 4.30% | Reduce -5.3% | 2,557,466 | $204.96M | No quote | No quote |
| 14 | PYPL | PAYPAL HOLDINGS | 3.57% | Reduce -12.5% | 4,152,938 | $170.15M | $40.97 | No quote |
| 15 | SCHW | CHARLES SCHWAB | 3.47% | Reduce -5.0% | 5,250,094 | $165.75M | $31.57 | No quote |
| 16 | LKQ | LKQ CORP | 3.30% | Reduce -38.3% | 4,441,651 | $157.5M | $35.46 | No quote |
| 17 | THS | TREEHOUSE FOODS | 3.18% | New | 1,739,896 | $151.7M | No quote | No quote |
| 18 | ROST | ROSS STORES | 2.90% | Reduce -13.4% | 2,153,398 | $138.46M | $64.30 | No quote |
| 19 | MJN | MEAD JOHNSON NUTRITION | 2.84% | Reduce -33.7% | 1,714,019 | $135.42M | No quote | No quote |
| 20 | TJX | TJX COMPANIES | 2.11% | Reduce -5.7% | 1,347,751 | $100.78M | $74.78 | No quote |
| 21 | GOOG | ALPHABET INC. CL C | 0.67% | Reduce -13.1% | 41,296 | $32.1M | $777.29 | No quote |
| 22 | USB | US BANCORP DEL COM NEW | 0.09% | Reduce -14.2% | 97,175 | $4.17M | $42.88 | No quote |
| 23 | NOV | NATIONAL-OILWELL VARCO | 0.04% | Reduce -15.3% | 45,500 | $1.67M | $36.73 | No quote |
| 24 | AEE | AMEREN CORP | 0.03% | Reduce -5.6% | 30,720 | $1.51M | No quote | No quote |
| 25 | BX | BLACKSTONE GROUP L P COM UNIT | 0.02% | - | 41,850 | $1.07M | $25.52 | No quote |
| 26 | PAYX | PAYCHEX INC COM | 0.02% | - | 18,150 | $1.05M | $57.85 | No quote |
| 27 | ED | CONSOLIDATED EDISON INC COM | 0.02% | Reduce -4.2% | 13,650 | $1.03M | No quote | No quote |
| 28 | VZ | VERIZON COMMUNICATIONS INC COM | 0.02% | Reduce -1.2% | 18,975 | $986K | $51.96 | No quote |
| 29 | COH | COACH | 0.02% | Reduce -57.6% | 24,625 | $900K | No quote | No quote |
| 30 | NLY | ANNALY CAP MGMT INC COM | 0.02% | - | 75,875 | $796K | No quote | No quote |
| 31 | ECL | ECOLAB INC COM | 0.01% | Reduce -0.4% | 5,650 | $687K | $121.59 | No quote |
| 32 | JNJ | JOHNSON & JOHNSON | 0.01% | - | 5,250 | $620K | $118.10 | No quote |
| 33 | T | AT&T INC COM | 0.01% | Add +0.2% | 11,470 | $465K | $40.54 | No quote |
| 34 | PEP | PEPSICO INC | 0.01% | Reduce -0.6% | 3,125 | $339K | $108.48 | No quote |
| 35 | MN | MANNING & NAPIER INC CL A | 0.01% | Add +29.7% | 44,250 | $313K | No quote | No quote |
| 36 | PG | PROCTER & GAMBLE | - | Sold | 0 | $0 | No quote | No quote |