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 14 of 21 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE COMPUTER COMMON STOCK | 8.72% | Add +8.0% | 189,921 | $63.81M | $336.00 | No quote |
| 2 | V | VISA COMMON STOCK | 7.74% | Add +5.8% | 674,052 | $56.62M | $84.00 | No quote |
| 3 | GOOGL | GOOGLE COMMON STOCK | 7.60% | Add +41.4% | 109,937 | $55.63M | $506.00 | No quote |
| 4 | BRK/B | BERKSHIRE HATHAWAY COMMON STOCKCUSIP 084670702 | 6.96% | Add +39.5% | 661,048 | $50.9M | No quote | No quote |
| 5 | GILD | GILEAD SCIENCES COMMON STOCK | 6.12% | Add +8.3% | 1,091,939 | $44.77M | $41.00 | No quote |
| 6 | AXP | AMERICAN EXPRESS COMMON STOCK | 5.92% | Add +4.6% | 833,375 | $43.34M | $52.00 | No quote |
| 7 | GS | GOLDMAN SACHS COMMON STOCK | 5.85% | Add +30.9% | 321,692 | $42.79M | $133.00 | No quote |
| 8 | ESRX | EXPRESS SCRIPTS COMMON STOCK | 5.38% | Reduce -18.6% | 729,690 | $39.4M | No quote | No quote |
| 9 | USB | U.S. BANCORP COMMON STOCK | 5.16% | Add +12.1% | 1,452,420 | $37.76M | $26.00 | No quote |
| 10 | TEVA | TEVA PHARMACEUTICAL COMMON STOCK | 4.81% | Add +82.5% | 733,717 | $35.22M | $48.00 | No quote |
| 11 | QCOM | QUALCOMM COMMON STOCK | 4.76% | Add +6.1% | 611,493 | $34.86M | $57.00 | No quote |
| 12 | PEP | PERRIGO COMMON STOCK | 4.26% | Reduce -25.2% | 354,279 | $31.18M | $88.00 | No quote |
| 13 | EMC | EMC COMMON STOCK | 4.15% | Add +4.7% | 1,168,577 | $30.38M | No quote | No quote |
| 14 | ISRG | INTUITIVE SURGICAL COMMON STOCK | 4.10% | Reduce -12.9% | 80,636 | $30M | $371.99 | No quote |
| 15 | VAR | VARIAN MEDICAL SYSTEMS COMMON STOCK | 3.85% | Add +4.0% | 402,163 | $28.15M | No quote | No quote |
| 16 | JEC | JACOBS ENGINEERING COMMON STOCK | 3.30% | Reduce -7.8% | 562,158 | $24.17M | No quote | No quote |
| 17 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK | 3.24% | Add +6.9% | 324,903 | $23.72M | $73.00 | No quote |
| 18 | CMI | CUMMINS COMMON STOCK | 3.03% | New | 214,921 | $22.14M | $103.00 | No quote |
| 19 | SRCL | STERICYCLE COMMON STOCK | 2.99% | Add +5.2% | 245,515 | $21.85M | No quote | No quote |
| 20 | AMZN | AMAZON COMMON STOCK | 2.06% | Add +7.1% | 73,469 | $15.06M | $205.00 | No quote |
| 21 | LLTC | LINEAR TECHNOLOGY COMMON STOCK | - | Sold | 0 | $0 | No quote | No quote |