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 35 of 40 rows. Rows without a quote are marked unavailable.


1	GOOGL	ALPHABET INC. CL A	7.90%	Reduce -6.1%	22,316	$54.49M	$2441.75
2	AAPL	APPLE	7.53%	Reduce -4.1%	379,562	$51.98M	$136.96
3	META	FACEBOOK	7.50%	Reduce -5.9%	148,764	$51.73M	$347.71
4	EW	EDWARDS LIFESCIENCES	7.26%	Reduce -5.9%	483,536	$50.08M	$103.57
5	PYPL	PAYPAL HOLDINGS	6.42%	Reduce -5.0%	151,952	$44.29M	$291.47
6	MSI	MOTOROLA SOLUTIONS	6.14%	Reduce -5.5%	195,493	$42.39M	$216.85
7	TSCO	TRACTOR SUPPLY COMP	5.74%	Reduce -5.1%	212,731	$39.58M	$186.06
8	MSFT	MICROSOFT CORP	5.23%	Reduce -5.3%	133,336	$36.12M	$270.89
9	KEYS	KEYSIGHT TECH INC	4.79%	Reduce -4.9%	214,070	$33.05M	$154.40
10	V	VISA	4.76%	Reduce -4.3%	140,546	$32.86M	$233.82
11	CDW	CDW CORP	4.61%	Reduce -6.1%	181,945	$31.78M	$174.65
12	EA	ELECTRONIC ARTS INC	4.14%	Reduce -5.0%	198,511	$28.55M	$143.83
13	SBUX	STARBUCKS CORP	4.12%	Reduce -5.1%	254,324	$28.44M	$111.81
14	CPRT	COPART INC	3.71%	Reduce -5.9%	194,125	$25.59M	$131.83
15	PGR	PROGRESSIVE CO OHIO	3.62%	Add +4.3%	254,571	$25M	$98.21
16	FRCB	FIRST REPUBLIC BANK	3.14%	Reduce -5.4%	115,871	$21.69M	No quote	No quote
17	SPGI	S&P GLOBAL INC	2.47%	Reduce -5.1%	41,555	$17.06M	$410.42
18	ODFL	OLD DOMINION FREIGHT	2.28%	Reduce -6.4%	62,002	$15.74M	$253.80
19	TSM	TAIWAN SEMICONDUCTR F SPONSORE	2.06%	New	118,209	$14.2M	$120.15
20	BKNG	BOOKING HOLDINGS	2.00%	Add +16.5%	6,292	$13.77M	$2188.02
21	GOOG	ALPHABET INC. CL C	1.49%	Reduce -0.8%	4,092	$10.26M	$2506.35
22	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	0.82%	-	20,250	$5.63M	No quote	No quote
23	ALC	ALCON INC CHF	0.56%	Reduce -79.8%	54,875	$3.86M	$70.25
24	USB	US BANCORP	0.38%	Reduce -8.9%	46,043	$2.62M	$56.97
25	BX	BLACKSTONE INC	0.18%	-	12,500	$1.21M	$97.12
26	T	AT&T INC COM	0.15%	Reduce -0.7%	36,750	$1.06M	$28.76
27	JNJ	JOHNSON &JOHNSON COM USD1.00	0.15%	Reduce -2.8%	6,126	$1.01M	$164.71
28	VZ	VERIZON COMMUNICATIONSINC	0.13%	-	16,000	$896K	$56.00
29	NLY	ANNALY CAPITAL MANAGEMENT INC	0.13%	-	98,000	$870K	No quote	No quote
31	SLB	SCHLUMBERGER	0.08%	-	17,250	$552K	$32.00
30	AEE	AMEREN CORP COM USD0.01	0.08%	-	6,900	$552K	No quote	No quote
32	ECL	ECOLAB INC	0.07%	-	2,500	$514K	$205.60
33	BP	BP PLC SPONSORED ADR	0.06%	Reduce -9.6%	16,425	$433K	$26.36
34	QCOM	QUALCOMM	0.05%	-	2,650	$378K	$142.64
35	ED	CONSOLIDATED EDISON INCCOM USD	0.05%	-	5,250	$376K	No quote	No quote
36	BMY	BRISTOL-MYERS SQUIBB CO COM	0.05%	Reduce -92.6%	5,625	$375K	$66.67
37	BA	BOEING CO COM	0.05%	-	1,300	$311K	$239.23
38	FITB	FIFTH THIRD BANCORP	0.03%	-	6,250	$238K	$38.08
39	KHC	KRAFT HEINZ CO COM	0.03%	-	5,750	$234K	$40.70
40	PAYX	PAYCHEX INC COM USD0.01	0.03%	New	2,000	$214K	$107.00