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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 13 of 21 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 8.85% | - | 181,986 | $42.75M | $234.92 | No quote |
| 2 | BRKB | BERKSHIRE HATHAWAY CL B COMMON STOCK | 6.98% | - | 414,773 | $33.71M | No quote | No quote |
| 3 | GS | GOLDMAN SACHS COMMON STOCK | 6.54% | - | 185,255 | $31.61M | $170.63 | No quote |
| 4 | MON | MONSANTO COMMON STOCK | 6.48% | - | 438,076 | $31.29M | No quote | No quote |
| 5 | GILD | GILEAD SCIENCES COMMON STOCK | 6.35% | - | 674,525 | $30.68M | $45.48 | No quote |
| 6 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 6.23% | - | 295,943 | $30.12M | No quote | No quote |
| 7 | GOOGL | GOOGLE COMMON STOCK | 5.86% | - | 49,943 | $28.32M | $567.01 | No quote |
| 8 | QCOM | QUALCOMM COMMON STOCK | 5.56% | - | 639,709 | $26.86M | $41.99 | No quote |
| 9 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 5.48% | - | 519,398 | $26.48M | $50.98 | No quote |
| 10 | PEP | PEPSICO COMMON STOCK | 5.11% | - | 372,858 | $24.67M | $66.16 | No quote |
| 11 | V | VISA COMMON STOCK | 4.55% | - | 241,475 | $21.98M | $91.03 | No quote |
| 12 | WLP | WELLPOINT COMMON STOCK | 4.20% | - | 315,088 | $20.29M | No quote | No quote |
| 13 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 3.98% | - | 347,839 | $19.25M | No quote | No quote |
| 14 | EMC | EMC COMMON STOCK | 3.81% | - | 1,019,059 | $18.38M | No quote | No quote |
| 15 | PAYX | PAYCHEX COMMON STOCK | 3.65% | - | 573,617 | $17.61M | $30.70 | No quote |
| 16 | EXPD | EXPEDITORS INTERNATIONAL COMMON STOCK | 3.61% | - | 472,196 | $17.43M | $36.92 | No quote |
| 17 | JEC | JACOBS ENGINEERING COMMON STOCK | 3.59% | - | 383,881 | $17.35M | No quote | No quote |
| 18 | ECL | ECOLAB COMMON STOCK | 3.58% | - | 393,106 | $17.28M | $43.95 | No quote |
| 19 | WU | WESTERN UNION COMMON STOCK | 2.63% | - | 747,822 | $12.68M | $16.96 | No quote |
| 20 | WFM | WHOLE FOODS MARKET COMMON STOCK | 2.24% | - | 299,317 | $10.82M | No quote | No quote |
| 21 | NTRS | NORTHERN TRUST COMMON STOCK | 0.72% | - | 63,200 | $3.49M | $55.25 | No quote |