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 | 9.26% | Reduce -11.9% | 1,008,845 | $201.24M | No quote | No quote |
| 2 | AAPL | APPLE | 8.73% | Add +0.1% | 1,131,727 | $189.88M | $167.78 | No quote |
| 3 | EW | EDWARDS LIFESCIENCES | 7.27% | Reduce -15.5% | 1,132,341 | $157.98M | $139.52 | No quote |
| 4 | V | VISA | 6.81% | Reduce -12.9% | 1,238,485 | $148.15M | $119.62 | No quote |
| 5 | BKNG | BOOKING HOLDINGS INC. | 6.37% | New | 66,578 | $138.51M | $2080.37 | No quote |
| 6 | META | FACEBOOK INC. | 6.14% | New | 836,032 | $133.59M | $159.79 | No quote |
| 7 | FAST | FASTENAL CO | 6.07% | Reduce -12.2% | 2,419,636 | $132.09M | $54.59 | No quote |
| 8 | ROST | ROSS STORES | 5.61% | Add +3.3% | 1,564,750 | $122.02M | $77.98 | No quote |
| 9 | TSCO | TRACTOR SUPPLY COMP | 5.32% | Reduce -11.9% | 1,834,348 | $115.6M | $63.02 | No quote |
| 10 | GOOGL | ALPHABET INC. CL A | 5.11% | Reduce -27.0% | 107,152 | $111.13M | $1037.13 | No quote |
| 11 | QCOM | QUALCOMM | 4.95% | Reduce -11.2% | 1,942,088 | $107.61M | $55.41 | No quote |
| 12 | SLB | SCHLUMBERGER | 4.82% | Reduce -5.7% | 1,616,742 | $104.73M | $64.78 | No quote |
| 13 | CLB | CORE LABS | 4.12% | Reduce -10.3% | 828,692 | $89.68M | $108.22 | No quote |
| 14 | PYPL | PAYPAL HOLDINGS | 4.10% | Add +11.2% | 1,174,884 | $89.14M | $75.87 | No quote |
| 15 | CELG | CELGENE CORP | 3.79% | Reduce -3.9% | 924,542 | $82.48M | No quote | No quote |
| 16 | SCHW | CHARLES SCHWAB | 3.64% | Reduce -12.6% | 1,515,704 | $79.15M | $52.22 | No quote |
| 17 | KHC | KRAFT HEINZ | 3.63% | Reduce -8.1% | 1,266,539 | $78.89M | $62.29 | No quote |
| 18 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.48% | Reduce -15.1% | 939,248 | $75.61M | $80.50 | No quote |
| 19 | GOOG | ALPHABET INC. CL C | 0.27% | Reduce -60.8% | 5,669 | $5.85M | $1031.75 | No quote |
| 20 | USB | US BANCORP DEL COM NEW | 0.16% | Reduce -1.2% | 67,638 | $3.42M | $50.49 | No quote |
| 21 | BX | BLACKSTONE GROUP L P COM UNIT | 0.06% | Reduce -1.9% | 39,825 | $1.27M | $31.94 | No quote |
| 22 | VZ | VERIZON COMMUNICATIONS INC COM | 0.05% | Reduce -0.6% | 21,250 | $1.02M | $47.81 | No quote |
| 23 | AEE | AMEREN CORP COM | 0.04% | Reduce -10.7% | 14,650 | $829K | No quote | No quote |
| 24 | JNJ | JOHNSON & JOHNSON COM | 0.03% | - | 5,550 | $711K | $128.11 | No quote |
| 25 | ED | CONSOLIDATED EDISON INC COM | 0.03% | Reduce -20.3% | 8,525 | $664K | No quote | No quote |
| 26 | VRSK | VERISK ANALYTICS | 0.02% | Reduce -99.5% | 4,895 | $509K | $103.98 | No quote |
| 27 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -13.3% | 8,150 | $501K | $61.47 | No quote |
| 28 | T | AT&T INC COM | 0.02% | Add +9.5% | 12,950 | $461K | $35.60 | No quote |
| 29 | BP | BP PLC SPONSORED ADR | 0.02% | - | 10,175 | $412K | $40.49 | No quote |
| 30 | BA | BOEING CO COM | 0.02% | - | 1,250 | $409K | $327.20 | No quote |
| 31 | ECL | ECOLAB INC COM | 0.02% | - | 2,500 | $342K | $136.80 | No quote |
| 32 | NLY | ANNALY CAP MGMT INC COM | 0.01% | Reduce -12.6% | 22,625 | $235K | No quote | No quote |
| 33 | CAFD | 8POINT3 ENERGY PARTNERS LP CL | 0.01% | - | 10,250 | $124K | No quote | No quote |
| 34 | MN | MANNING & NAPIER INC CL A | 0.00% | Add +16.3% | 27,321 | $95K | No quote | No quote |
| 38 | TJX | TJX COMPANIES | - | Sold | 0 | $0 | No quote | No quote |
| 37 | PCLN | PRICELINE | - | Sold | 0 | $0 | No quote | No quote |
| 36 | PEP | PEPSICO INC | - | Sold | 0 | $0 | No quote | No quote |
| 35 | ESRX | EXPRESS SCRIPTS | - | Sold | 0 | $0 | No quote | No quote |