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 26 of 37 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.97% | Reduce -14.6% | 3,524,334 | $408.19M | $115.82 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.91% | Reduce -19.4% | 2,490,758 | $405.94M | No quote | No quote |
| 3 | KHC | KRAFT HEINZ | 7.39% | Reduce -3.5% | 3,465,043 | $302.57M | $87.32 | No quote |
| 4 | PCLN | PRICELINE | 6.62% | Reduce -15.8% | 184,926 | $271.11M | No quote | No quote |
| 5 | SLB | SCHLUMBERGER | 6.52% | Reduce -14.9% | 3,181,718 | $267.1M | $83.95 | No quote |
| 6 | V | VISA | 6.20% | Add +1.4% | 3,253,380 | $253.83M | $78.02 | No quote |
| 7 | GOOGL | ALPHABET INC. CL A | 5.02% | Reduce -12.7% | 259,621 | $205.74M | $792.44 | No quote |
| 8 | CLB | CORE LABS | 4.82% | Reduce -13.0% | 1,646,324 | $197.62M | $120.04 | No quote |
| 9 | QCOM | QUALCOMM | 4.65% | Reduce -15.6% | 2,920,979 | $190.45M | $65.20 | No quote |
| 10 | VRSK | VERISK ANALYTICS | 4.39% | Reduce -18.0% | 2,213,488 | $179.67M | $81.17 | No quote |
| 11 | SCHW | CHARLES SCHWAB | 4.37% | Reduce -13.6% | 4,534,145 | $178.96M | $39.47 | No quote |
| 12 | PYPL | PAYPAL HOLDINGS | 3.48% | Reduce -13.0% | 3,612,377 | $142.58M | $39.47 | No quote |
| 13 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.46% | Reduce -53.0% | 2,526,738 | $141.57M | $56.03 | No quote |
| 14 | THS | TREEHOUSE FOODS | 3.17% | Add +3.5% | 1,800,662 | $129.99M | No quote | No quote |
| 15 | ROST | ROSS STORES | 2.95% | Reduce -14.5% | 1,840,244 | $120.72M | $65.60 | No quote |
| 16 | ESRX | EXPRESS SCRIPTS | 2.90% | Reduce -43.6% | 1,729,027 | $118.94M | No quote | No quote |
| 17 | TSCO | TRACTOR SUPPLY COMP | 2.88% | New | 1,556,174 | $117.97M | $75.81 | No quote |
| 18 | LKQ | LKQ CORP | 2.87% | Reduce -13.8% | 3,830,200 | $117.4M | $30.65 | No quote |
| 19 | FAST | FASTENAL CO | 2.86% | New | 2,493,679 | $117.15M | $46.98 | No quote |
| 20 | MJN | MEAD JOHNSON NUTRITION | 2.51% | Reduce -15.3% | 1,451,913 | $102.74M | No quote | No quote |
| 21 | TJX | TJX COMPANIES | 2.16% | Reduce -12.7% | 1,176,404 | $88.38M | $75.13 | No quote |
| 22 | GOOG | ALPHABET INC. CL C | 0.56% | Reduce -27.8% | 29,838 | $23.03M | $771.80 | No quote |
| 23 | USB | US BANCORP DEL COM NEW | 0.11% | Reduce -7.6% | 89,800 | $4.61M | $51.37 | No quote |
| 24 | BX | BLACKSTONE GROUP L P COM UNIT | 0.03% | Add +8.3% | 45,325 | $1.23M | $27.03 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS INC COM | 0.03% | Add +4.7% | 19,865 | $1.06M | $53.36 | No quote |
| 26 | AEE | AMEREN CORP | 0.03% | Reduce -35.3% | 19,875 | $1.04M | No quote | No quote |
| 27 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -8.0% | 16,700 | $1.02M | $60.84 | No quote |
| 28 | ED | CONSOLIDATED EDISON INC COM | 0.02% | Reduce -5.5% | 12,900 | $950K | No quote | No quote |
| 29 | NLY | ANNALY CAP MGMT INC COM | 0.02% | Add +3.3% | 78,375 | $781K | No quote | No quote |
| 30 | COH | COACH | 0.02% | Reduce -10.2% | 22,125 | $774K | No quote | No quote |
| 31 | ECL | ECOLAB INC COM | 0.02% | Add +1.3% | 5,722 | $670K | $117.09 | No quote |
| 32 | JNJ | JOHNSON & JOHNSON | 0.01% | - | 5,250 | $604K | $115.05 | No quote |
| 33 | NOV | NATIONAL-OILWELL VARCO | 0.01% | Reduce -69.6% | 13,825 | $517K | $37.40 | No quote |
| 34 | T | AT&T INC | 0.01% | Reduce -16.5% | 9,575 | $407K | $42.51 | No quote |
| 35 | MN | MANNING & NAPIER INC CL A | 0.01% | Add +4.0% | 46,000 | $347K | No quote | No quote |
| 36 | PEP | PEPSICO INC | 0.01% | Add +2.9% | 3,215 | $336K | $104.51 | No quote |
| 37 | SRCL | STERICYCLE | - | Sold | 0 | $0 | No quote | No quote |