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 27 of 38 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.06% | Reduce -20.0% | 1,747,455 | $295.97M | No quote | No quote |
| 2 | AAPL | APPLE | 7.60% | Reduce -22.4% | 1,722,681 | $248.1M | $144.02 | No quote |
| 3 | PCLN | PRICELINE | 6.86% | Reduce -18.4% | 119,701 | $223.9M | No quote | No quote |
| 4 | V | VISA | 6.40% | Reduce -22.3% | 2,227,827 | $208.92M | $93.78 | No quote |
| 5 | KHC | KRAFT HEINZ | 6.33% | Reduce -22.1% | 2,412,310 | $206.59M | $85.64 | No quote |
| 6 | GOOGL | ALPHABET INC. CL A | 6.11% | Reduce -28.1% | 214,694 | $199.6M | $929.67 | No quote |
| 7 | PYPL | PAYPAL HOLDINGS | 5.75% | Reduce -28.5% | 3,500,432 | $187.87M | $53.67 | No quote |
| 8 | QCOM | QUALCOMM | 5.54% | Reduce -19.8% | 3,273,233 | $180.75M | $55.22 | No quote |
| 9 | SLB | SCHLUMBERGER | 4.91% | Reduce -15.5% | 2,432,953 | $160.18M | $65.84 | No quote |
| 10 | FAST | FASTENAL CO | 4.63% | Add +50.7% | 3,473,842 | $151.22M | $43.53 | No quote |
| 11 | TSCO | TRACTOR SUPPLY CO | 4.24% | Add +16.2% | 2,556,651 | $138.59M | $54.21 | No quote |
| 12 | VRSK | VERISK ANALYTICS | 4.17% | Reduce -21.5% | 1,612,518 | $136.05M | $84.37 | No quote |
| 13 | CLB | CORE LABS | 3.91% | Reduce -19.9% | 1,262,264 | $127.83M | $101.27 | No quote |
| 14 | SCHW | CHARLES SCHWAB | 3.68% | Reduce -23.1% | 2,796,859 | $120.15M | $42.96 | No quote |
| 15 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.44% | Reduce -27.2% | 1,689,346 | $112.17M | $66.40 | No quote |
| 16 | ROST | ROSS STORES | 3.37% | Add +10.7% | 1,905,965 | $110.03M | $57.73 | No quote |
| 17 | TJX | TJX COMPANIES | 3.32% | Reduce -17.2% | 1,501,633 | $108.37M | $72.17 | No quote |
| 18 | THS | TREEHOUSE FOODS | 3.24% | Reduce -24.7% | 1,294,463 | $105.74M | No quote | No quote |
| 19 | CELG | CELGENE CORP | 3.18% | Add +316.4% | 799,402 | $103.82M | No quote | No quote |
| 20 | EW | EDWARDS LIFESCIENCES CORP | 3.12% | Reduce -24.3% | 861,348 | $101.84M | $118.24 | No quote |
| 21 | GOOG | ALPHABET INC. CL C | 0.63% | Reduce -10.5% | 22,793 | $20.71M | $908.70 | No quote |
| 22 | ESRX | EXPRESS SCRIPTS | 0.12% | Reduce -31.1% | 63,850 | $4.08M | No quote | No quote |
| 23 | USB | US BANCORP DEL COMNEW | 0.12% | Reduce -1.0% | 76,900 | $3.99M | $51.91 | No quote |
| 24 | BX | BLACKSTONE GROUP LP COMUNIT LT | 0.05% | Add +1.6% | 46,075 | $1.54M | $33.34 | No quote |
| 25 | AEE | AMEREN CORP | 0.03% | Reduce -1.3% | 18,375 | $1M | No quote | No quote |
| 26 | VZ | VERIZON COMMUNICATIONS | 0.03% | Add +6.6% | 21,300 | $951K | $44.65 | No quote |
| 27 | ED | CONSOLIDATED EDISON HLDGCO INC | 0.03% | Reduce -11.2% | 11,450 | $925K | No quote | No quote |
| 28 | JNJ | JOHNSON & JOHNSON | 0.02% | Add +9.5% | 5,750 | $760K | $132.17 | No quote |
| 29 | ECL | ECOLAB INC | 0.02% | Reduce -1.3% | 5,650 | $750K | $132.74 | No quote |
| 30 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -23.4% | 11,900 | $677K | $56.89 | No quote |
| 31 | T | AT&T INC COM USD1 | 0.01% | Add +18.3% | 11,325 | $427K | $37.70 | No quote |
| 32 | NLY | ANNALY CAPITAL MANAGEMENTINC C | 0.01% | Reduce -52.0% | 31,625 | $381K | No quote | No quote |
| 33 | NOV | NATIONAL-OILWELL VARCO | 0.01% | Reduce -2.4% | 10,325 | $340K | $32.93 | No quote |
| 34 | PEP | PEPSICO INC | 0.01% | Reduce -18.4% | 2,625 | $303K | $115.43 | No quote |
| 35 | BA | BOEING CO | 0.01% | - | 1,250 | $247K | $197.60 | No quote |
| 36 | MN | MANNING &NAPIER INC CLA | 0.01% | - | 56,000 | $243K | No quote | No quote |
| 37 | CAFD | 8POINT3 ENERGY PARTNERSLP CL A | 0.01% | New | 11,500 | $173K | No quote | No quote |
| 38 | COH | COACH | - | Sold | 0 | $0 | No quote | No quote |