David Rolfe - Wedgewood Partners
As of Q1 2026, David Rolfe reported 22 long-equity positions worth $484.29M in aggregate.
Copy-investor backtest
- Latest quarter
- +1.60%
- 1-year
- +6.39%
- 3-year
- +54.73%
- 3-year top 5
- +134.07%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 33 of 42 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 8.66% | Reduce -2.2% | 367,266 | $65.21M | $177.57 | |
| 2 | META | 7.60% | Add +15.8% | 170,201 | $57.25M | $336.35 | ||
| 3 | GOOGL | ALPHABET INC. CL A | 7.55% | Reduce -0.9% | 19,630 | $56.87M | $2896.99 | |
| 4 | TSCO | TRACTOR SUPPLY COMP | 6.55% | Reduce -1.8% | 206,700 | $49.32M | $238.60 | |
| 5 | EW | EDWARDS LIFESCIENCES | 6.07% | Reduce -25.3% | 353,149 | $45.75M | $129.55 | |
| 6 | V | VISA | 5.97% | Add +49.1% | 207,467 | $44.96M | $216.71 | |
| 7 | MSFT | MICROSOFT CORP | 5.81% | Reduce -1.5% | 130,029 | $43.73M | $336.31 | |
| 8 | MSI | MOTOROLA SOLUTIONS | 5.63% | Reduce -19.1% | 155,982 | $42.38M | $271.70 | |
| 9 | CDW | CDW CORP | 4.85% | Reduce -0.6% | 178,273 | $36.51M | $204.77 | |
| 10 | KEYS | KEYSIGHT TECH INC | 3.98% | Reduce -18.4% | 145,272 | $30M | $206.50 | |
| 11 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 3.93% | Add +17.0% | 245,781 | $29.57M | $120.31 | |
| 12 | CPRT | COPART INC | 3.82% | Reduce -0.8% | 189,650 | $28.75M | $151.62 | |
| 13 | PYPL | PAYPAL HOLDINGS | 3.78% | Add +0.9% | 151,126 | $28.5M | $188.57 | |
| 14 | UNH | UNITEDHEALTH GRP INC | 3.50% | Add +0.9% | 52,466 | $26.35M | $502.13 | |
| 15 | PGR | PROGRESSIVE CO OHIO | 3.44% | Reduce -1.3% | 252,794 | $25.95M | $102.65 | |
| 16 | FRCB | FIRST REPUBLIC BANK | 3.09% | Reduce -1.4% | 112,785 | $23.29M | No quote | No quote |
| 17 | SBUX | STARBUCKS CORP | 3.05% | Reduce -3.5% | 196,289 | $22.96M | $116.97 | |
| 18 | BKNG | BOOKING HOLDINGS | 2.82% | Add +38.2% | 8,849 | $21.23M | $2399.14 | |
| 19 | SPGI | S&P GLOBAL INC | 2.55% | Reduce -0.8% | 40,781 | $19.25M | $471.91 | |
| 20 | ODFL | OLD DOMINION FREIGHT | 2.00% | Reduce -31.3% | 42,012 | $15.06M | $358.37 | |
| 21 | TPL | TEXAS PACIFIC LAND CORP | 1.63% | New | 9,831 | $12.28M | No quote | No quote |
| 22 | GOOG | ALPHABET INC. CL C | 1.44% | Reduce -1.6% | 3,758 | $10.87M | $2893.56 | |
| 23 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 0.77% | Reduce -3.7% | 19,500 | $5.83M | No quote | No quote |
| 24 | USB | US BANCORP | 0.30% | Reduce -0.7% | 40,213 | $2.26M | $56.15 | |
| 25 | BX | BLACKSTONE INC | 0.18% | Reduce -10.4% | 10,750 | $1.39M | $129.30 | |
| 26 | VZ | VERIZON COMMUNICATIONS INC COM | 0.15% | Add +34.0% | 21,434 | $1.11M | $51.93 | |
| 27 | JNJ | JOHNSON & JOHNSON COM | 0.13% | Reduce -6.5% | 5,725 | $979K | $171.00 | |
| 28 | T | AT&T INC COM | 0.12% | Add +2.0% | 37,500 | $922K | $24.59 | |
| 29 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.10% | - | 95,500 | $746K | No quote | No quote |
| 30 | AEE | AMEREN CORP COM USD0.01 | 0.08% | - | 6,900 | $614K | No quote | No quote |
| 31 | ECL | ECOLAB INC COM | 0.08% | - | 2,500 | $586K | $234.40 | |
| 32 | SLB | SCHLUMBERGER | 0.07% | - | 17,250 | $516K | $29.91 | |
| 33 | ED | CONSOLIDATED EDISON INCCOM USD | 0.06% | - | 5,250 | $447K | No quote | No quote |
| 34 | BP | BP PLC SPONSORED ADR | 0.06% | Reduce -3.1% | 15,750 | $419K | $26.60 | |
| 35 | IVV | ISHARES TR CORE S&P500 ETF | 0.05% | New | 771 | $367K | $476.01 | |
| 36 | BMY | BRISTOL-MYERS SQUIBB CO COM | 0.04% | Reduce -11.8% | 4,675 | $291K | $62.25 | |
| 37 | PAYX | PAYCHEX INC COM USD0.01 | 0.04% | - | 2,000 | $273K | $136.50 | |
| 38 | BA | BOEING CO COM | 0.03% | - | 1,300 | $261K | $200.77 | |
| 39 | KHC | KRAFT HEINZ CO COM | 0.03% | Add +21.7% | 7,000 | $251K | $35.86 | |
| 42 | QCOM | QUALCOMM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | FITB | FIFTH THIRD BANCORP | - | Sold | 0 | $0 | No quote | No quote |
| 40 | EA | ELECTRONIC ARTS INC | - | Sold | 0 | $0 | No quote | No quote |