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 41 rows. Rows without a quote are marked unavailable.


1	EW	EDWARDS LIFESCIENCES	7.55%	Reduce -2.3%	472,627	$53.51M	$113.21
2	AAPL	APPLE	7.49%	Reduce -1.1%	375,367	$53.11M	$141.50
3	GOOGL	ALPHABET INC. CL A	7.47%	Reduce -11.2%	19,811	$52.96M	$2673.46
4	META	FACEBOOK	7.03%	Reduce -1.2%	146,930	$49.87M	$339.39
5	MSI	MOTOROLA SOLUTIONS	6.31%	Reduce -1.4%	192,679	$44.76M	$232.31
6	TSCO	TRACTOR SUPPLY COMP	6.01%	Reduce -1.1%	210,494	$42.65M	$202.60
7	PYPL	PAYPAL HOLDINGS	5.49%	Reduce -1.4%	149,746	$38.96M	$260.20
8	MSFT	MICROSOFT CORP	5.25%	Reduce -1.0%	132,048	$37.23M	$281.91
9	CDW	CDW CORP	4.60%	Reduce -1.4%	179,341	$32.64M	$182.02
10	V	VISA	4.37%	Reduce -1.0%	139,152	$31M	$222.75
11	KEYS	KEYSIGHT TECH INC	4.13%	Reduce -16.8%	178,081	$29.26M	$164.28
12	EA	ELECTRONIC ARTS INC	3.94%	Reduce -1.0%	196,446	$27.94M	$142.24
13	CPRT	COPART INC	3.74%	Reduce -1.5%	191,168	$26.52M	$138.71
14	TSM	TAIWAN SEMICONDUCTR F SPONSORE	3.31%	Add +77.7%	210,107	$23.46M	$111.65
15	PGR	PROGRESSIVE CO OHIO	3.26%	Add +0.6%	255,997	$23.14M	$90.38
16	SBUX	STARBUCKS CORP	3.16%	Reduce -20.0%	203,420	$22.44M	$110.30
17	FRCB	FIRST REPUBLIC BANK	3.11%	Reduce -1.3%	114,362	$22.06M	No quote	No quote
18	UNH	UNITEDHEALTH GRP INC	2.86%	New	51,972	$20.31M	$390.71
19	ODFL	OLD DOMINION FREIGHT	2.47%	Reduce -1.4%	61,163	$17.49M	$285.96
20	SPGI	S&P GLOBAL INC	2.46%	Reduce -1.1%	41,116	$17.47M	$424.87
21	BKNG	BOOKING HOLDINGS	2.14%	Add +1.8%	6,404	$15.2M	$2373.67
22	GOOG	ALPHABET INC. CL C	1.44%	Reduce -6.7%	3,818	$10.18M	$2665.27
23	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	0.78%	-	20,250	$5.53M	No quote	No quote
24	USB	US BANCORP	0.34%	Reduce -12.0%	40,513	$2.41M	$59.44
25	BX	BLACKSTONE INC	0.20%	Reduce -4.0%	12,000	$1.4M	$116.33
26	T	AT&T INC COM	0.14%	-	36,750	$992K	$26.99
27	JNJ	JOHNSON & JOHNSON COM	0.14%	Reduce -0.0%	6,125	$989K	$161.47
28	VZ	VERIZON COMMUNICATIONSINC	0.12%	-	16,000	$864K	$54.00
29	NLY	ANNALY CAPITAL MANAGEMENT INC	0.11%	Reduce -2.5%	95,500	$804K	No quote	No quote
30	AEE	AMEREN CORP COM USD0.01	0.08%	-	6,900	$558K	No quote	No quote
31	ECL	ECOLAB INC	0.07%	-	2,500	$521K	$208.40
32	SLB	SCHLUMBERGER	0.07%	-	17,250	$511K	$29.62
33	BP	BP PLC SPONSORED ADR	0.06%	Reduce -1.1%	16,250	$444K	$27.32
34	ED	CONSOLIDATED EDISON INCCOM USD	0.05%	-	5,250	$381K	No quote	No quote
35	QCOM	QUALCOMM	0.05%	-	2,650	$341K	$128.68
36	BMY	BRISTOL-MYERS SQUIBB CO COM	0.04%	Reduce -5.8%	5,300	$313K	$59.06
37	BA	BOEING CO COM	0.04%	-	1,300	$285K	$219.23
38	PAYX	PAYCHEX INC COM USD0.01	0.03%	-	2,000	$224K	$112.00
39	FITB	FIFTH THIRD BANCORP	0.03%	Reduce -20.0%	5,000	$212K	$42.40
40	KHC	KRAFT HEINZ CO COM	0.03%	-	5,750	$211K	$36.70
41	ALC	ALCON INC CHF	-	Sold	0	$0	No quote	No quote