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 30 of 37 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.98% | Reduce -11.3% | 881,751 | $199.05M | $225.74 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 8.86% | Reduce -9.4% | 825,531 | $176.75M | No quote | No quote |
| 3 | V | VISA | 7.38% | Reduce -9.5% | 981,440 | $147.3M | $150.09 | No quote |
| 4 | EW | EDWARDS LIFESCIENCES | 7.15% | Reduce -8.1% | 818,960 | $142.58M | $174.10 | No quote |
| 5 | TSCO | TRACTOR SUPPLY COMP | 5.82% | Reduce -21.9% | 1,278,342 | $116.18M | $90.88 | No quote |
| 6 | META | 5.69% | Reduce -5.9% | 690,464 | $113.55M | $164.46 | No quote | |
| 7 | QCOM | QUALCOMM | 5.55% | Reduce -13.2% | 1,537,162 | $110.72M | $72.03 | No quote |
| 8 | BKNG | BOOKING HOLDINGS | 5.42% | Reduce -7.5% | 54,541 | $108.21M | $1983.99 | No quote |
| 9 | GOOGL | ALPHABET INC. CL A | 5.19% | Reduce -10.5% | 85,726 | $103.48M | $1207.08 | No quote |
| 10 | PYPL | PAYPAL HOLDINGS | 4.15% | Reduce -9.0% | 942,628 | $82.8M | $87.84 | No quote |
| 11 | FAST | FASTENAL CO | 4.13% | Reduce -9.0% | 1,421,608 | $82.48M | $58.02 | No quote |
| 12 | SLB | SCHLUMBERGER | 4.01% | Reduce -10.6% | 1,314,269 | $80.06M | $60.92 | No quote |
| 13 | SCHW | CHARLES SCHWAB | 3.75% | Reduce -5.8% | 1,523,634 | $74.89M | $49.15 | No quote |
| 14 | ODFL | OLD DOMINION FREIGHT | 3.70% | New | 457,407 | $73.76M | $161.26 | No quote |
| 15 | ROST | ROSS STORES | 3.66% | Reduce -36.5% | 736,562 | $72.99M | $99.10 | No quote |
| 16 | CELG | CELGENE CORP | 3.40% | Reduce -12.4% | 757,374 | $67.78M | No quote | No quote |
| 17 | CHRW | C.H. ROBINSON WORLDWIDE | 3.36% | New | 684,020 | $66.98M | $97.92 | No quote |
| 18 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 2.96% | Reduce -8.0% | 766,294 | $59.12M | $77.15 | No quote |
| 19 | CLB | CORE LABS | 2.47% | Reduce -41.1% | 426,000 | $49.34M | $115.83 | No quote |
| 20 | ULTA | ULTA BEAUTY INC. | 2.47% | New | 174,795 | $49.31M | $282.11 | No quote |
| 21 | GOOG | ALPHABET INC. CL C | 0.31% | Reduce -3.8% | 5,219 | $6.23M | $1193.33 | No quote |
| 22 | USB | US BANCORP DEL COM NEW | 0.18% | - | 67,638 | $3.57M | $52.80 | No quote |
| 23 | BX | BLACKSTONE GROUP L P COM UNIT | 0.07% | Reduce -9.4% | 35,075 | $1.34M | $38.06 | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS INC COM | 0.05% | Add +4.1% | 19,125 | $1.02M | $53.39 | No quote |
| 25 | JNJ | JOHNSON & JOHNSON COM | 0.04% | Add +4.1% | 6,300 | $870K | $138.10 | No quote |
| 26 | KHC | KRAFT HEINZ CO COM | 0.04% | Reduce -98.8% | 14,000 | $771K | $55.07 | No quote |
| 27 | T | AT&T INC COM | 0.03% | Add +26.1% | 17,598 | $590K | $33.53 | No quote |
| 28 | BP | BP PLC SPONSORED ADR | 0.03% | Add +12.3% | 11,425 | $526K | $46.04 | No quote |
| 29 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -10.1% | 6,650 | $489K | $73.53 | No quote |
| 30 | AEE | AMEREN CORP COM | 0.02% | Reduce -14.4% | 7,400 | $467K | No quote | No quote |
| 31 | BA | BOEING CO COM | 0.02% | - | 1,250 | $464K | $371.20 | No quote |
| 32 | ED | CONSOLIDATED EDISON INC COM | 0.02% | Reduce -21.6% | 5,250 | $399K | No quote | No quote |
| 33 | ECL | ECOLAB INC COM | 0.02% | - | 2,500 | $391K | $156.40 | No quote |
| 34 | TD | TORONTO DOMINION BK ONT COM NE | 0.02% | Add +5.1% | 5,700 | $346K | $60.70 | No quote |
| 35 | NLY | ANNALY CAP MGMT INC COM | 0.01% | Reduce -9.4% | 20,500 | $209K | No quote | No quote |
| 36 | MN | MANNING & NAPIER INC CL A | 0.00% | Add +2.5% | 28,000 | $82K | No quote | No quote |
| 37 | MINT | PIMCO ETF TRUST ETF ENHANCED S | - | Sold | 0 | $0 | No quote | No quote |