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 25 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 9.00% | Reduce -8.4% | 155,105 | $44.01M | $283.75 | No quote |
| 2 | V | VISA COMMON STOCK | 7.99% | Add +47.8% | 526,562 | $39.1M | $74.26 | No quote |
| 3 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 7.87% | Add +69.0% | 790,571 | $38.5M | No quote | No quote |
| 4 | GILD | GILEAD SCIENCES COMMON STOCK | 7.30% | Add +5.5% | 1,002,381 | $35.69M | $35.61 | No quote |
| 5 | GOOGL | GOOGLE COMMON STOCK | 7.25% | Add +4.2% | 67,426 | $35.45M | $525.78 | No quote |
| 6 | GS | GOLDMAN SACHS COMMON STOCK | 6.09% | Add +3.4% | 206,077 | $29.79M | $144.58 | No quote |
| 7 | QCOM | QUALCOMM COMMON STOCK | 4.79% | Reduce -36.5% | 519,116 | $23.43M | $45.13 | No quote |
| 8 | EXPD | EXPEDITORS INTERNATIONAL COMMON STOCK | 4.70% | Add +0.5% | 497,054 | $22.98M | $46.23 | No quote |
| 9 | ECL | ECOLAB COMMON STOCK | 4.48% | Add +3.9% | 431,782 | $21.91M | $50.74 | No quote |
| 10 | AMZN | AMAZON COMMON STOCK | 4.41% | New | 59,215 | $21.59M | $364.57 | No quote |
| 11 | AXP | AMERICAN EXPRESS COMMON STOCK | 4.41% | Add +45.5% | 512,900 | $21.56M | $42.03 | No quote |
| 12 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 4.41% | Reduce -0.1% | 356,244 | $21.55M | No quote | No quote |
| 13 | EMC | EMC COMMON STOCK | 4.34% | Add +0.0% | 1,046,424 | $21.25M | No quote | No quote |
| 14 | JEC | JACOBS ENGINEERING COMMON STOCK | 4.34% | Add +37.8% | 548,135 | $21.21M | No quote | No quote |
| 15 | SRCL | STERICYCLE COMMON STOCK | 4.09% | Add +1.2% | 288,298 | $20.03M | No quote | No quote |
| 16 | PRGO | PEPSICO COMMON STOCK | 4.02% | New | 295,781 | $19.65M | $66.44 | No quote |
| 17 | LLTC | LINEAR TECHNOLOGY COMMON STOCK | 3.97% | Add +2.3% | 631,797 | $19.42M | No quote | No quote |
| 18 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 3.64% | Reduce -25.4% | 276,308 | $17.81M | $64.47 | No quote |
| 19 | PEP | PERRIGO COMMON STOCK | 2.91% | Reduce -22.1% | 221,484 | $14.22M | $64.22 | No quote |
| 25 | WFM | WHOLE FOODS MARKET COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 24 | WLP | WELLPOINT COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 23 | PAYX | PAYCHEX COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 22 | NTRS | NORTHERN TRUST COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 21 | MON | MONSANTO COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |
| 20 | BRKB | BERKSHIRE HATHAWAY CL B COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |