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 36 rows. Rows without a quote are marked unavailable.
| 1 | EW | EDWARDS LIFESCIENCES | 9.23% | Reduce -19.5% | 660,819 | $126.43M | $191.33 | No quote |
| 2 | AAPL | APPLE | 8.96% | Reduce -19.3% | 645,699 | $122.65M | $189.95 | No quote |
| 3 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 8.61% | Reduce -20.7% | 587,002 | $117.92M | No quote | No quote |
| 4 | V | VISA | 7.91% | Reduce -21.4% | 693,978 | $108.39M | $156.19 | No quote |
| 5 | META | 7.67% | Reduce -17.6% | 630,014 | $105.02M | $166.69 | No quote | |
| 6 | TSCO | TRACTOR SUPPLY COMP | 6.35% | Reduce -20.9% | 890,262 | $87.03M | $97.76 | No quote |
| 7 | FAST | FASTENAL CO FORWARD SPLIT WITH | 5.73% | Reduce -20.7% | 1,221,189 | $78.53M | $64.31 | No quote |
| 8 | BKNG | BOOKING HOLDINGS | 5.73% | Reduce -19.8% | 44,967 | $78.46M | $1744.88 | No quote |
| 9 | ULTA | ULTA BEAUTY INC. | 5.37% | Reduce -1.9% | 210,774 | $73.5M | $348.73 | No quote |
| 10 | GOOGL | ALPHABET INC. CL A | 5.31% | Reduce -21.1% | 61,777 | $72.7M | $1176.86 | No quote |
| 11 | PYPL | PAYPAL HOLDINGS | 5.00% | Reduce -21.3% | 659,311 | $68.46M | $103.84 | No quote |
| 12 | CHRW | C.H. ROBINSON WORLDWIDE | 4.18% | Add +6.0% | 657,830 | $57.22M | $86.99 | No quote |
| 13 | SBUX | STARBUCKS CORP | 3.86% | New | 711,660 | $52.9M | $74.34 | No quote |
| 14 | CELG | CELGENE CORP | 3.62% | Reduce -19.8% | 525,139 | $49.54M | No quote | No quote |
| 15 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 2.95% | Reduce -19.6% | 557,859 | $40.42M | $72.45 | No quote |
| 16 | SCHW | CHARLES SCHWAB | 2.84% | Reduce -46.2% | 908,998 | $38.87M | $42.76 | No quote |
| 17 | ODFL | OLD DOMINION FREIGHT | 2.60% | Reduce -39.8% | 246,651 | $35.61M | $144.39 | No quote |
| 18 | ROST | ROSS STORES | 2.48% | Reduce -45.6% | 365,496 | $34.03M | $93.10 | No quote |
| 19 | GOOG | ALPHABET INC. CL C | 0.39% | Reduce -11.3% | 4,597 | $5.39M | $1173.16 | No quote |
| 20 | QCOM | QUALCOMM | 0.31% | Reduce -94.7% | 74,200 | $4.23M | $57.02 | No quote |
| 21 | USB | US BANCORP DEL COMNEW | 0.21% | - | 60,138 | $2.9M | $48.19 | No quote |
| 22 | SLB | SCHLUMBERGER | 0.11% | Reduce -3.1% | 33,375 | $1.45M | $43.57 | No quote |
| 23 | BX | BLACKSTONE GROUP L P COM UNIT | 0.10% | - | 37,325 | $1.31M | $34.96 | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS INC COM | 0.07% | Reduce -8.0% | 17,250 | $1.02M | $59.07 | No quote |
| 25 | JNJ | JOHNSON &JOHNSON COM USD1.00 | 0.06% | - | 6,300 | $880K | $139.68 | No quote |
| 26 | T | AT&T INC COM | 0.05% | - | 23,750 | $744K | $31.33 | No quote |
| 27 | BP | BP PLC SPONSORED ADR | 0.04% | - | 12,425 | $543K | $43.70 | No quote |
| 28 | PAYX | PAYCHEX INC COM USD0.01 | 0.04% | - | 6,400 | $513K | $80.16 | No quote |
| 29 | AEE | AMEREN CORP COM USD0.01 | 0.04% | Reduce -6.8% | 6,900 | $507K | No quote | No quote |
| 30 | BA | BOEING CO COM USD5.00 | 0.03% | - | 1,250 | $476K | $380.80 | No quote |
| 31 | ED | CONSOLIDATED EDISON INCCOM USD | 0.03% | - | 5,250 | $445K | No quote | No quote |
| 32 | ECL | ECOLAB INC COM | 0.03% | - | 2,500 | $441K | $176.40 | No quote |
| 33 | TD | TORONTO DOMINION BK ONT COM NE | 0.02% | - | 6,275 | $340K | $54.18 | No quote |
| 34 | NLY | ANNALY CAP MGMT INC COM | 0.02% | - | 33,750 | $337K | No quote | No quote |
| 35 | CLB | CORE LABS | 0.02% | Reduce -38.5% | 4,675 | $322K | $68.88 | No quote |
| 36 | MN | MANNING & NAPIER INC CL A | 0.00% | - | 23,000 | $48K | No quote | No quote |