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 31 of 41 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.01% | Reduce -16.7% | 537,700 | $106.42M | $197.92 | No quote |
| 2 | V | VISA | 8.93% | Reduce -12.4% | 607,588 | $105.45M | $173.55 | No quote |
| 3 | META | 8.44% | Reduce -18.0% | 516,753 | $99.73M | $193.00 | No quote | |
| 4 | EW | EDWARDS LIFESCIENCES | 8.14% | Reduce -21.3% | 520,293 | $96.12M | $184.74 | No quote |
| 5 | TSCO | TRACTOR SUPPLY COMP | 6.88% | Reduce -16.1% | 746,837 | $81.26M | $108.80 | No quote |
| 6 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 6.09% | Reduce -42.5% | 337,406 | $71.92M | No quote | No quote |
| 7 | BKNG | BOOKING HOLDINGS | 5.98% | Reduce -16.2% | 37,683 | $70.64M | $1874.66 | No quote |
| 8 | FAST | FASTENAL CO | 5.51% | Add +63.6% | 1,997,579 | $65.1M | $32.59 | No quote |
| 9 | PYPL | PAYPAL HOLDINGS | 5.46% | Reduce -14.5% | 563,666 | $64.52M | $114.46 | No quote |
| 10 | ULTA | ULTA BEAUTY INC. | 5.15% | Reduce -16.8% | 175,473 | $60.87M | $346.88 | No quote |
| 11 | CHRW | C.H. ROBINSON WORLDWIDE | 4.56% | Reduce -2.9% | 638,817 | $53.88M | $84.35 | No quote |
| 12 | GOOGL | ALPHABET INC. CL A | 4.48% | Reduce -20.8% | 48,925 | $52.98M | $1082.78 | No quote |
| 13 | SBUX | STARBUCKS CORP | 4.22% | Reduce -16.4% | 595,104 | $49.89M | $83.83 | No quote |
| 14 | ROST | ROSS STORES | 3.46% | Add +12.8% | 412,105 | $40.85M | $99.12 | No quote |
| 15 | CELG | CELGENE CORP | 3.39% | Reduce -17.5% | 433,260 | $40.05M | No quote | No quote |
| 16 | MSI | MOTOROLA SOLUTIONS | 2.98% | New | 210,883 | $35.16M | $166.72 | No quote |
| 17 | ALC | ALCON INC F | 2.37% | New | 451,024 | $27.99M | $62.05 | No quote |
| 18 | EA | ELECTRONIC ARTS INC | 2.33% | New | 272,032 | $27.54M | $101.25 | No quote |
| 19 | GOOG | ALPHABET INC. CL C | 0.72% | Add +71.4% | 7,879 | $8.52M | $1080.85 | No quote |
| 20 | SCHW | CHARLES SCHWAB | 0.33% | Reduce -89.2% | 98,400 | $3.95M | $40.18 | No quote |
| 21 | QCOM | QUALCOMM | 0.33% | Reduce -31.8% | 50,575 | $3.85M | $76.07 | No quote |
| 22 | USB | US BANCORP DEL COMNEW | 0.27% | - | 60,138 | $3.15M | $52.40 | No quote |
| 23 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 0.24% | Reduce -92.0% | 44,800 | $2.84M | $63.37 | No quote |
| 24 | SLB | SCHLUMBERGER | 0.11% | - | 33,375 | $1.33M | $39.73 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS | 0.08% | - | 17,250 | $985K | $57.10 | No quote |
| 26 | JNJ | JOHNSON &JOHNSON COM USD1.00 | 0.07% | - | 6,300 | $877K | $139.21 | No quote |
| 27 | T | AT&T INC COM | 0.07% | - | 23,750 | $795K | $33.47 | No quote |
| 28 | BX | BLACKSTONE GROUP INC COMCL A | 0.05% | New | 13,750 | $610K | $44.36 | No quote |
| 29 | NLY | ANNALY CAP MGMT INC COM | 0.05% | Add +79.3% | 60,500 | $552K | No quote | No quote |
| 31 | BP | BP PLC SPONSORED ADR | 0.04% | - | 12,425 | $518K | $41.69 | No quote |
| 30 | AEE | AMEREN CORP COM USD0.01 | 0.04% | - | 6,900 | $518K | No quote | No quote |
| 32 | PAYX | PAYCHEX INC COM USD0.01 | 0.04% | Reduce -3.9% | 6,150 | $506K | $82.28 | No quote |
| 33 | ECL | ECOLAB INC COM | 0.04% | - | 2,500 | $493K | $197.20 | No quote |
| 34 | ED | CONSOLIDATED EDISON INCCOM USD | 0.04% | - | 5,250 | $460K | No quote | No quote |
| 35 | BA | BOEING CO COM USD5.00 | 0.04% | - | 1,250 | $455K | $364.00 | No quote |
| 36 | TD | TORONTO DOMINION BANKONT COM N | 0.03% | - | 6,275 | $366K | $58.33 | No quote |
| 37 | ABMD | ABIOMED INC COM | 0.02% | New | 1,000 | $260K | No quote | No quote |
| 38 | MN | MANNING & NAPIER INC CL A | 0.00% | - | 23,000 | $40K | No quote | No quote |
| 41 | ODFL | OLD DOMINION FREIGHT | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CLB | CORE LABS | - | Sold | 0 | $0 | No quote | No quote |
| 39 | BX | BLACKSTONE GROUP L P COM UNIT | - | Sold | 0 | $0 | No quote | No quote |