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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 27 of 36 rows. Rows without a quote are marked unavailable.


1	AAPL	APPLE INC COM	9.30%	Reduce -12.1%	994,612	$184.11M	$185.11	No quote
2	BRK/B	BERKSHIRE HATHAWAY INC DEL CLCUSIP 084670702	8.59%	Reduce -9.7%	911,375	$170.11M	No quote	No quote
3	V	VISA INC COM CL A	7.25%	Reduce -12.5%	1,084,090	$143.59M	$132.45	No quote
4	META	FACEBOOK INC CL A	7.20%	Reduce -12.3%	733,589	$142.55M	$194.32	No quote
5	EW	EDWARDS LIFESCIENCES CORP COM	6.55%	Reduce -21.3%	891,410	$129.76M	$145.57	No quote
6	TSCO	TRACTOR SUPPLY CO COM	6.32%	Reduce -10.8%	1,636,895	$125.21M	$76.49	No quote
7	BKNG	BOOKING HLDGS INC COM	6.03%	Reduce -11.5%	58,948	$119.49M	$2027.07	No quote
8	GOOGL	ALPHABET INC CAP STK CL A	5.46%	Reduce -10.7%	95,740	$108.11M	$1129.18	No quote
9	QCOM	QUALCOMM INC COM	5.02%	Reduce -8.8%	1,771,829	$99.43M	$56.12	No quote
10	SLB	SCHLUMBERGER LTD COM	4.97%	Reduce -9.1%	1,469,353	$98.49M	$67.03	No quote
11	ROST	ROSS STORES INC COM	4.96%	Reduce -25.9%	1,159,213	$98.24M	$84.75	No quote
12	CLB	CORE LABORATORIES N V COM	4.61%	Reduce -12.7%	723,494	$91.31M	$126.21	No quote
13	PYPL	PAYPAL HLDGS INC COM	4.36%	Reduce -11.8%	1,036,239	$86.29M	$83.27	No quote
14	SCHW	SCHWAB CHARLES CORP NEW COM	4.17%	Add +6.7%	1,617,874	$82.67M	$51.10	No quote
15	FAST	FASTENAL CO COM	3.80%	Reduce -35.4%	1,562,957	$75.22M	$48.13	No quote
16	KHC	KRAFT HEINZ CO COM	3.77%	Reduce -6.1%	1,188,926	$74.69M	$62.82	No quote
17	CELG	CELGENE CORP COM	3.47%	Reduce -6.5%	864,236	$68.64M	No quote	No quote
18	CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	3.32%	Reduce -11.3%	833,261	$65.82M	$78.99	No quote
19	GOOG	ALPHABET INC. CL C	0.31%	Reduce -4.3%	5,427	$6.05M	$1115.53	No quote
20	USB	US BANCORP DEL COM NEW	0.17%	-	67,638	$3.38M	$50.02	No quote
21	BX	BLACKSTONE GROUP L P COM UNIT	0.06%	Reduce -2.8%	38,700	$1.24M	$32.14	No quote
22	VZ	VERIZON COMMUNICATIONS INC COM	0.05%	Reduce -13.5%	18,375	$924K	$50.29	No quote
23	JNJ	JOHNSON & JOHNSON COM	0.04%	Add +9.0%	6,050	$734K	$121.32	No quote
24	AEE	AMEREN CORP COM	0.03%	Reduce -41.0%	8,650	$526K	No quote	No quote
25	ED	CONSOLIDATED EDISON INC COM	0.03%	Reduce -21.4%	6,700	$522K	No quote	No quote
26	PAYX	PAYCHEX INC COM	0.03%	Reduce -9.2%	7,400	$505K	$68.24	No quote
27	BP	BP PLC SPONSORED ADR	0.02%	-	10,175	$464K	$45.60	No quote
28	T	AT&T INC COM	0.02%	Add +7.7%	13,950	$447K	$32.04	No quote
29	BA	BOEING CO COM	0.02%	-	1,250	$419K	$335.20	No quote
30	ECL	ECOLAB INC COM	0.02%	-	2,500	$350K	$140.00	No quote
31	TD	TORONTO DOMINION BK ONT COM NE	0.02%	New	5,425	$313K	$57.70	No quote
32	MINT	PIMCO ETF TRUST ETF ENHANCED S	0.01%	New	2,780	$282K	No quote	No quote
33	NLY	ANNALY CAP MGMT INC COM	0.01%	-	22,625	$232K	No quote	No quote
34	MN	MANNING & NAPIER INC CL A	0.00%	-	27,321	$84K	No quote	No quote
36	VRSK	VERISK ANALYTICS	-	Sold	0	$0	No quote	No quote
35	CAFD	8POINT3 ENERGY PARTNERS LP CL	-	Sold	0	$0	No quote	No quote