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 18 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Google COM | 10.30% | Add +73.5% | 151,535 | $97.17M | $641.24 | No quote |
| 2 | QCOM | Qualcomm COM | 7.90% | Add +29.4% | 1,094,816 | $74.51M | $68.06 | No quote |
| 3 | ESRX | Express Scripts COM | 7.72% | Add +4.4% | 1,343,488 | $72.79M | No quote | No quote |
| 4 | V | Visa COM | 7.47% | Add +5.4% | 596,925 | $70.44M | $118.00 | No quote |
| 5 | CMI | Cummins COM | 6.41% | Add +28.1% | 503,619 | $60.45M | $120.04 | No quote |
| 6 | VRSK | Verisk Analytics COM | 6.30% | Add +30.9% | 1,265,742 | $59.45M | $46.97 | No quote |
| 7 | GILD | Gilead Sciences COM | 6.20% | Reduce -1.4% | 1,196,527 | $58.46M | $48.86 | No quote |
| 8 | SCHW | Charles Schwab COM | 6.14% | New | 4,031,350 | $57.93M | $14.37 | No quote |
| 9 | TEVA | Teva Pharmaceutical COM | 5.62% | Add +37.1% | 1,177,319 | $53.05M | $45.06 | No quote |
| 10 | EMC | EMC COM | 5.51% | Add +30.8% | 1,740,025 | $51.99M | No quote | No quote |
| 11 | CTSH | Cognizant Technology COM | 5.51% | Add +30.8% | 675,406 | $51.97M | $76.95 | No quote |
| 12 | PEP | Perrigo COM | 4.96% | Add +4.4% | 452,470 | $46.75M | $103.31 | No quote |
| 13 | VAR | Varian Medical Systems COM | 4.78% | Add +33.1% | 653,628 | $45.07M | No quote | No quote |
| 14 | JEC | Schlumberger COM | 4.15% | Add +32.5% | 559,786 | $39.15M | No quote | No quote |
| 15 | NOV | National Oilwell Varco COM | 3.55% | Add +34.4% | 421,097 | $33.47M | $79.47 | No quote |
| 16 | SRCL | Stericycle COM | 3.51% | Add +40.1% | 396,157 | $33.14M | No quote | No quote |
| 17 | EXPD | Expeditors International COM | 3.06% | Add +47.9% | 621,327 | $28.9M | $46.51 | No quote |
| 18 | ISRG | Intuitive Surgical COM | 0.92% | Reduce -79.1% | 16,087 | $8.72M | $541.74 | No quote |