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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 36 of 45 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.13% | Add +0.9% | 370,691 | $64.73M | $174.61 | |
| 2 | META | 6.87% | Add +28.7% | 219,070 | $48.71M | $222.36 | ||
| 3 | V | VISA | 6.83% | Add +5.3% | 218,479 | $48.45M | $221.76 | |
| 4 | TSCO | TRACTOR SUPPLY COMP | 6.83% | Add +0.4% | 207,589 | $48.44M | $233.37 | |
| 5 | GOOGL | ALPHABET INC. CL A | 6.52% | Reduce -15.4% | 16,612 | $46.2M | $2781.30 | |
| 6 | MSFT | MICROSOFT CORP | 6.18% | Add +9.3% | 142,079 | $43.8M | $308.30 | |
| 7 | EW | EDWARDS LIFESCIENCES | 5.95% | Add +1.4% | 358,220 | $42.17M | $117.72 | |
| 8 | MSI | MOTOROLA SOLUTIONS | 5.74% | Add +7.8% | 168,072 | $40.71M | $242.19 | |
| 9 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 5.11% | Add +41.3% | 347,234 | $36.2M | $104.26 | |
| 10 | CDW | CDW CORP | 4.77% | Add +6.0% | 188,969 | $33.8M | $178.89 | |
| 11 | UNH | UNITEDHEALTH GRP INC | 4.55% | Add +20.5% | 63,216 | $32.24M | $509.97 | |
| 12 | PYPL | PAYPAL HOLDINGS | 4.42% | Add +79.3% | 270,946 | $31.33M | $115.65 | |
| 13 | PGR | PROGRESSIVE CO OHIO | 3.79% | Reduce -6.8% | 235,565 | $26.85M | $113.99 | |
| 14 | CPRT | COPART INC | 3.55% | Add +5.7% | 200,368 | $25.14M | $125.46 | |
| 15 | BKNG | BOOKING HOLDINGS | 3.23% | Add +10.1% | 9,743 | $22.88M | $2348.35 | |
| 16 | FRCB | FIRST REPUBLIC BANK | 2.87% | Add +11.2% | 125,443 | $20.33M | No quote | No quote |
| 17 | SBUX | STARBUCKS CORP | 2.76% | Add +9.8% | 215,487 | $19.6M | $90.96 | |
| 18 | SPGI | S&P GLOBAL INC | 2.36% | Add +0.0% | 40,791 | $16.73M | $410.16 | |
| 19 | TPL | TEXAS PACIFIC LAND CORP | 2.13% | Add +13.8% | 11,185 | $15.12M | No quote | No quote |
| 20 | ODFL | OLD DOMINION FREIGHT | 1.78% | Add +0.7% | 42,295 | $12.63M | $298.66 | |
| 21 | GOOG | ALPHABET INC. CL C | 1.57% | Add +6.2% | 3,990 | $11.14M | $2792.98 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 0.96% | Reduce -0.6% | 19,375 | $6.84M | No quote | No quote |
| 23 | KEYS | KEYSIGHT TECH INC | 0.42% | Reduce -87.0% | 18,900 | $2.99M | $157.94 | |
| 24 | USB | US BANCORP | 0.25% | Reduce -15.9% | 33,805 | $1.8M | $53.13 | |
| 25 | BX | BLACKSTONE INC | 0.21% | Add +7.0% | 11,500 | $1.46M | $126.87 | |
| 26 | VZ | VERIZON COMMUNICATIONS INC COM | 0.17% | Add +7.3% | 23,000 | $1.17M | $50.91 | |
| 27 | JNJ | JOHNSON & JOHNSON COM | 0.16% | Add +12.7% | 6,450 | $1.14M | $177.21 | |
| 28 | T | AT&T INC COM | 0.14% | Add +16.0% | 43,500 | $1.03M | $23.61 | |
| 29 | AEE | AMEREN CORP COM USD0.01 | 0.09% | - | 6,900 | $646K | No quote | No quote |
| 30 | NLY | ANNALY CAPITAL MANAGEMENTINC C | 0.08% | Reduce -14.9% | 81,250 | $572K | No quote | No quote |
| 31 | VUG | VANGUARD INDEX FDS VANGUARD GR | 0.08% | New | 1,960 | $563K | $287.24 | |
| 32 | BMY | BRISTOL-MYERS SQUIBB CO COM | 0.07% | Add +48.1% | 6,925 | $505K | $72.92 | |
| 33 | ED | CONSOLIDATED EDISON INCCOM USD | 0.07% | - | 5,250 | $497K | No quote | No quote |
| 34 | KHC | KRAFT HEINZ CO COM | 0.06% | Add +57.1% | 11,000 | $433K | $39.36 | |
| 35 | BA | BOEING CO COM | 0.06% | Add +63.5% | 2,125 | $406K | $191.06 | |
| 36 | BP | BP PLC SPONSORED ADR | 0.06% | Reduce -14.3% | 13,500 | $396K | $29.33 | |
| 37 | PAYX | PAYCHEX INC COM USD0.01 | 0.04% | - | 2,000 | $272K | $136.00 | |
| 38 | DIS | DISNEY WALT CO COM | 0.04% | New | 1,975 | $270K | $136.71 | |
| 39 | TD | TORONTO DOMINION BK ONT COM NE | 0.03% | New | 2,750 | $218K | $79.27 | |
| 40 | TPR | TAPESTRY INC COM | 0.03% | New | 5,750 | $213K | $37.04 | |
| 41 | PEP | PEPSICO INC COM | 0.03% | New | 1,250 | $209K | $167.20 | |
| 42 | XOM | EXXON MOBIL CORP | 0.03% | New | 2,500 | $206K | $82.40 | |
| 45 | SLB | SCHLUMBERGER | - | Sold | 0 | $0 | No quote | No quote |
| 44 | IVV | ISHARES TR CORE S&P500 ETF | - | Sold | 0 | $0 | No quote | No quote |
| 43 | ECL | ECOLAB INC COM | - | Sold | 0 | $0 | No quote | No quote |