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 34 of 44 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 8.67% | Reduce -0.9% | 367,275 | $50.21M | $136.72 | |
| 2 | V | VISA | 6.68% | Reduce -10.0% | 196,545 | $38.7M | $196.89 | |
| 3 | MSFT | MICROSOFT CORP | 6.26% | Reduce -0.6% | 141,226 | $36.27M | $256.82 | |
| 4 | GOOGL | ALPHABET INC. CL A | 6.20% | Reduce -0.9% | 16,462 | $35.87M | $2179.20 | |
| 5 | META | 6.07% | Reduce -0.6% | 217,756 | $35.11M | $161.24 | ||
| 6 | MSI | MOTOROLA SOLUTIONS INC NEW | 6.06% | Reduce -0.5% | 167,263 | $35.06M | $209.59 | |
| 7 | TSCO | TRACTOR SUPPLY CO | 6.02% | Reduce -13.3% | 179,920 | $34.88M | $193.85 | |
| 8 | EW | EDWARDS LIFESCIENCES | 5.60% | Reduce -4.9% | 340,689 | $32.4M | $95.09 | |
| 9 | UNH | UNITEDHEALTH GROUP INC | 5.54% | Reduce -1.1% | 62,486 | $32.09M | $513.62 | |
| 10 | CDW | CDW CORP | 5.05% | Reduce -1.8% | 185,496 | $29.23M | $157.56 | |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFA | 4.94% | Add +0.7% | 349,542 | $28.57M | $81.75 | |
| 12 | PYPL | PAYPAL HOLDINGS | 4.00% | Add +22.5% | 331,987 | $23.19M | $69.84 | |
| 13 | FRCB | FIRST REPUBLIC BANK SAN FR | 3.82% | Add +22.2% | 153,243 | $22.1M | No quote | No quote |
| 14 | CPRT | COPART INC | 3.71% | Reduce -1.4% | 197,546 | $21.47M | $108.66 | |
| 15 | PGR | PROGRESSIVE CORP OH | 3.69% | Reduce -22.0% | 183,841 | $21.37M | $116.26 | |
| 16 | BKNG | BOOKING HOLDINGS | 2.96% | Add +0.7% | 9,808 | $17.15M | $1748.88 | |
| 17 | TPL | TEXAS PACIFIC LAND CORP | 2.79% | Reduce -3.1% | 10,841 | $16.13M | No quote | No quote |
| 18 | ODFL | OLD DOMINION FREIGHT LINES | 2.57% | Add +37.2% | 58,018 | $14.87M | $256.27 | |
| 19 | SPGI | S&P GLOBAL INC | 2.35% | Reduce -1.1% | 40,339 | $13.6M | $337.04 | |
| 20 | POOL | POOL CORP | 1.86% | New | 30,718 | $10.79M | $351.19 | |
| 21 | GOOG | ALPHABET INC. CL C | 1.53% | Add +1.4% | 4,045 | $8.85M | $2187.39 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 0.91% | - | 19,375 | $5.29M | No quote | No quote |
| 23 | SBUX | STARBUCKS CORP COM | 0.63% | Reduce -77.9% | 47,612 | $3.64M | $76.39 | |
| 24 | KEYS | KEYSIGHT TECHNOLOGIES INC COM | 0.37% | Reduce -18.6% | 15,375 | $2.12M | $137.82 | |
| 25 | USB | US BANCORP DEL COM NEW | 0.27% | Add +1.5% | 34,305 | $1.58M | $46.00 | |
| 26 | BX | BLACKSTONE INC COM | 0.20% | Add +10.9% | 12,750 | $1.16M | $91.22 | |
| 27 | JNJ | JOHNSON & JOHNSON COM | 0.20% | - | 6,450 | $1.14M | $177.36 | |
| 28 | VZ | VERIZON COMMUNICATIONS INC COM | 0.18% | Reduce -9.8% | 20,750 | $1.05M | $50.75 | |
| 29 | T | AT&T INC COM | 0.17% | Reduce -19.3%1.324:1 split | 46,500 | $974K | $20.95 | |
| 30 | AEE | AMEREN CORP COM | 0.11% | - | 6,900 | $623K | No quote | No quote |
| 31 | ED | CONSOLIDATED EDISON INC COM | 0.09% | - | 5,250 | $499K | No quote | No quote |
| 32 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.08% | - | 81,250 | $480K | No quote | No quote |
| 33 | BMY | BRISTOL-MYERS SQUIBB CO COM | 0.08% | Reduce -14.4% | 5,925 | $456K | $76.96 | |
| 34 | KHC | KRAFT HEINZ CO COM | 0.07% | - | 11,000 | $419K | $38.09 | |
| 35 | BA | BOEING CO COM | 0.06% | Add +27.1% | 2,700 | $369K | $136.67 | |
| 36 | BP | BP PLC SPONSORED ADR | 0.06% | Reduce -5.6% | 12,750 | $361K | $28.31 | |
| 37 | PAYX | PAYCHEX INC COM | 0.04% | - | 2,000 | $227K | $113.50 | |
| 38 | WBD | WARNER BROS DISCOVERY INC COM | 0.04% | New | 16,481 | $221K | $13.41 | |
| 39 | DIS | DISNEY WALT CO COM | 0.04% | Add +16.5% | 2,300 | $217K | $94.35 | |
| 40 | PEP | PEPSICO INC COM | 0.04% | - | 1,250 | $208K | $166.40 | |
| 44 | VUG | VANGUARD INDEX FDS VANGUARD GR | - | Sold | 0 | $0 | No quote | No quote |
| 43 | TD | TORONTO DOMINION BK ONT COM NE | - | Sold | 0 | $0 | No quote | No quote |
| 42 | TPR | TAPESTRY INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |