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.

Get email alerts when David Rolfe files a new 13F — sign in or create a free account.

Filing period

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

Live quotes available for 33 of 40 rows. Rows without a quote are marked unavailable.


1	GOOGL	ALPHABET INC. CL A	7.55%	Reduce -7.7%	23,769	$49.02M	$2062.48
2	AAPL	APPLE	7.44%	Reduce -11.6%	395,692	$48.33M	$122.15
3	META	FACEBOOK	7.17%	Reduce -6.8%	158,167	$46.58M	$294.52
4	EW	EDWARDS LIFESCIENCES	6.62%	Reduce -13.6%	513,888	$42.98M	$83.64
5	TSCO	TRACTOR SUPPLY COMP	6.11%	Reduce -12.9%	224,250	$39.71M	$177.08
6	MSI	MOTOROLA SOLUTIONS	5.99%	Reduce -6.7%	206,920	$38.91M	$188.04
7	PYPL	PAYPAL HOLDINGS	5.98%	Reduce -26.1%	159,909	$38.83M	$242.83
8	MSFT	MICROSOFT CORP	5.11%	Reduce -4.6%	140,771	$33.19M	$235.76
9	KEYS	KEYSIGHT TECH INC	4.97%	Reduce -6.8%	225,108	$32.28M	$143.39
10	CDW	CDW CORP	4.95%	Reduce -6.9%	193,796	$32.12M	$165.74
11	V	VISA	4.79%	Reduce -26.6%	146,874	$31.1M	$211.72
12	SBUX	STARBUCKS CORP	4.51%	Reduce -6.1%	268,024	$29.29M	$109.27
13	EA	ELECTRONIC ARTS INC	4.35%	Reduce -6.2%	208,857	$28.27M	$135.37
14	PGR	PROGRESSIVE CO OHIO	3.59%	Add +82.0%	244,067	$23.33M	$95.60
15	CPRT	COPART INC	3.45%	Reduce -6.5%	206,341	$22.41M	$108.60
16	FRCB	FIRST REPUBLIC BANK	3.14%	Reduce -6.5%	122,472	$20.42M	No quote	No quote
17	ALC	ALCON INC F	2.94%	Reduce -6.0%	272,137	$19.1M	$70.17
18	ODFL	OLD DOMINION FREIGHT	2.45%	New	66,234	$15.92M	$240.39
19	SPGI	S&P GLOBAL INC	2.38%	Reduce -6.4%	43,798	$15.45M	$352.85
20	BKNG	BOOKING HOLDINGS	1.94%	New	5,401	$12.58M	$2329.57
21	GOOG	ALPHABET INC. CL C	1.31%	Reduce -1.6%	4,127	$8.54M	$2068.57
22	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	0.80%	Reduce -1.6%	20,250	$5.17M	No quote	No quote
23	BMY	BRISTOL-MYERS SQUIBB CO	0.74%	Reduce -81.7%	75,835	$4.79M	$63.12
24	USB	U.S. BANCORP	0.43%	Reduce -3.4%	50,543	$2.8M	$55.30
25	T	AT&T INC COM	0.17%	Reduce -1.3%	37,000	$1.12M	$30.24
26	JNJ	JOHNSON &JOHNSON COM USD1.00	0.16%	-	6,300	$1.04M	$164.29
27	BX	BLACKSTONE GROUP INC COM	0.14%	Reduce -25.4%	12,500	$931K	$74.48
28	VZ	VERIZON COMMUNICATIONSINC	0.14%	-	16,000	$930K	$58.13
29	NLY	ANNALY CAPITAL MANAGEMENT INC	0.13%	-	98,000	$842K	No quote	No quote
30	AEE	AMEREN CORP COM USD0.01	0.09%	-	6,900	$561K	No quote	No quote
31	ECL	ECOLAB INC	0.08%	-	2,500	$535K	$214.00
32	SLB	SCHLUMBERGER	0.07%	Reduce -4.6%	17,250	$469K	$27.19
33	BP	BP PLC SPONSORED ADR	0.07%	-	18,175	$442K	$24.32
34	ED	CONSOLIDATED EDISON INCCOM USD	0.06%	-	5,250	$392K	No quote	No quote
35	QCOM	QUALCOMM	0.05%	-	2,650	$351K	$132.45
36	BA	BOEING CO COM	0.05%	Reduce -22.4%	1,300	$331K	$254.62
37	FITB	FIFTH THIRD BANCORP	0.04%	Reduce -16.7%	6,250	$234K	$37.44
38	KHC	KRAFT HEINZ CO COM	0.04%	Reduce -11.5%	5,750	$230K	$40.00
40	TPR	TAPESTRY INC COM	-	Sold	0	$0	No quote	No quote
39	BMYRT	BRISTOL-MYERS SQUIBB COCONTNGN	-	Sold	0	$0	No quote	No quote