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 27 of 39 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.38% | Reduce -12.3% | 2,184,391 | $364.09M | No quote | No quote |
| 2 | AAPL | APPLE | 8.21% | Reduce -37.0% | 2,219,605 | $318.87M | $143.66 | No quote |
| 3 | KHC | KRAFT HEINZ | 7.24% | Reduce -10.6% | 3,096,398 | $281.18M | $90.81 | No quote |
| 4 | PCLN | PRICELINE | 6.72% | Reduce -20.7% | 146,628 | $260.99M | No quote | No quote |
| 5 | V | VISA | 6.56% | Reduce -11.9% | 2,867,005 | $254.79M | $88.87 | No quote |
| 6 | GOOGL | ALPHABET INC. CL A | 6.52% | Add +15.0% | 298,664 | $253.21M | $847.80 | No quote |
| 7 | QCOM | QUALCOMM | 6.03% | Add +39.8% | 4,081,972 | $234.06M | $57.34 | No quote |
| 8 | SLB | SCHLUMBERGER | 5.79% | Reduce -9.5% | 2,880,003 | $224.93M | $78.10 | No quote |
| 9 | PYPL | PAYPAL HOLDINGS | 5.43% | Add +35.5% | 4,896,461 | $210.64M | $43.02 | No quote |
| 10 | CLB | CORE LABS | 4.69% | Reduce -4.3% | 1,575,658 | $182.02M | $115.52 | No quote |
| 11 | VRSK | VERISK ANALYTICS | 4.29% | Reduce -7.2% | 2,054,585 | $166.71M | $81.14 | No quote |
| 12 | TSCO | TRACTOR SUPPLY COMP | 3.91% | Add +41.4% | 2,200,018 | $151.73M | $68.97 | No quote |
| 13 | SCHW | CHARLES SCHWAB | 3.82% | Reduce -19.8% | 3,638,037 | $148.47M | $40.81 | No quote |
| 14 | THS | TREEHOUSE FOODS | 3.75% | Reduce -4.5% | 1,719,021 | $145.53M | No quote | No quote |
| 15 | TJX | TJX COMPANIES | 3.69% | Add +54.2% | 1,813,665 | $143.42M | $79.08 | No quote |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.56% | Reduce -8.2% | 2,320,261 | $138.1M | $59.52 | No quote |
| 17 | FAST | FASTENAL CO | 3.06% | Reduce -7.5% | 2,305,493 | $118.73M | $51.50 | No quote |
| 18 | ROST | ROSS STORES | 2.92% | Reduce -6.4% | 1,722,340 | $113.45M | $65.87 | No quote |
| 19 | EW | EDWARDS LIFESCIENCES | 2.75% | New | 1,137,072 | $106.96M | $94.07 | No quote |
| 20 | CELG | CELGENE CORP | 0.62% | New | 192,000 | $23.89M | No quote | No quote |
| 21 | GOOG | ALPHABET INC. CL C | 0.54% | Reduce -14.6% | 25,475 | $21.13M | $829.56 | No quote |
| 22 | ESRX | EXPRESS SCRIPTS | 0.16% | Reduce -94.6% | 92,675 | $6.11M | No quote | No quote |
| 23 | USB | US BANCORP DEL COM NEW | 0.10% | Reduce -13.5% | 77,650 | $4M | $51.49 | No quote |
| 24 | BX | BLACKSTONE GROUP L P COM UNIT | 0.03% | - | 45,325 | $1.35M | $29.70 | No quote |
| 25 | AEE | AMEREN CORP | 0.03% | Reduce -6.3% | 18,625 | $1.02M | No quote | No quote |
| 26 | ED | CONSOLIDATED EDISON INC COM | 0.03% | - | 12,900 | $1M | No quote | No quote |
| 27 | VZ | VERIZON COMMUNICATIONS INC COM | 0.03% | Add +0.6% | 19,975 | $973K | $48.71 | No quote |
| 28 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -7.0% | 15,525 | $914K | $58.87 | No quote |
| 29 | NLY | ANNALY CAP MGMT INC COM | 0.02% | Reduce -15.9% | 65,875 | $731K | No quote | No quote |
| 30 | ECL | ECOLAB INC COM | 0.02% | - | 5,722 | $717K | $125.31 | No quote |
| 31 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 5,250 | $653K | $124.38 | No quote |
| 32 | COH | COACH | 0.01% | Reduce -44.6% | 12,250 | $506K | No quote | No quote |
| 33 | NOV | NATIONAL-OILWELL VARCO | 0.01% | Reduce -23.5% | 10,575 | $423K | $40.00 | No quote |
| 34 | T | AT&T INC | 0.01% | - | 9,575 | $397K | $41.46 | No quote |
| 35 | PEP | PEPSICO INC | 0.01% | - | 3,215 | $359K | $111.66 | No quote |
| 36 | MN | MANNING & NAPIER INC CL A | 0.01% | Add +21.7% | 56,000 | $319K | No quote | No quote |
| 37 | BA | BOEING CO | 0.01% | New | 1,250 | $221K | $176.80 | No quote |
| 39 | MJN | MEAD JOHNSON NUTRITION | - | Sold | 0 | $0 | No quote | No quote |
| 38 | LKQ | LKQ CORP | - | Sold | 0 | $0 | No quote | No quote |