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 24 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 10.06% | Add +61.1% | 4,347,827 | $543.35M | No quote | No quote |
| 2 | AAPL | APPLE | 9.51% | Add +9.2% | 957,303 | $513.82M | $536.74 | No quote |
| 3 | ESRX | EXPRESS SCRIPTS HLDG CO | 6.90% | Add +21.5% | 4,959,737 | $372.43M | No quote | No quote |
| 4 | QCOM | QUALCOMM | 6.83% | Add +6.4% | 4,677,079 | $368.83M | $78.86 | No quote |
| 5 | EMC | EMC CORP | 6.53% | Add +5.0% | 12,876,644 | $352.95M | No quote | No quote |
| 6 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 6.25% | Add +105.6% | 6,666,189 | $337.31M | $50.60 | No quote |
| 7 | MTB | M&T BANK | 5.22% | Add +9.1% | 2,326,332 | $282.18M | $121.30 | No quote |
| 8 | CMI | CUMMINS | 4.90% | Add +7.3% | 1,777,284 | $264.8M | $148.99 | No quote |
| 9 | SRCL | STERICYCLE | 4.66% | Add +38.4% | 2,217,344 | $251.94M | No quote | No quote |
| 10 | PRGO | PERRIGO | 4.28% | Add +2.4% | 1,494,779 | $231.18M | $154.66 | No quote |
| 11 | GOOG | 4.09% | New | 198,146 | $220.84M | $1114.51 | No quote | |
| 12 | VAR | VARIAN MEDICAL SYSTEMS | 3.82% | Add +7.7% | 2,455,154 | $206.21M | No quote | No quote |
| 13 | SLB | SCHLUMBERGER | 3.78% | Add +7.6% | 2,091,930 | $203.96M | $97.50 | No quote |
| 14 | MJN | MEAD JOHNSON NUTRITION | 3.56% | New | 2,315,336 | $192.5M | No quote | No quote |
| 15 | COH | COACH | 3.27% | Add +11.2% | 3,560,821 | $176.83M | No quote | No quote |
| 16 | VRSK | VERISK ANALYTICS | 3.18% | Add +13.2% | 2,862,059 | $171.61M | $59.96 | No quote |
| 17 | PCLN | PRICELINE | 2.87% | Add +6.4% | 130,250 | $155.24M | No quote | No quote |
| 18 | NOV | NATIONAL-OILWELL VARCO | 2.85% | Add +14.0% | 1,978,515 | $154.07M | $77.87 | No quote |
| 19 | GILD | GILEAD SCIENCES | 2.50% | Add +5.9% | 1,907,287 | $135.15M | $70.86 | No quote |
| 20 | LKQ | LKQ CORP | 2.48% | New | 5,090,458 | $134.13M | $26.35 | No quote |
| 21 | V | VISA | 2.44% | Reduce -32.1% | 610,508 | $131.78M | $215.86 | No quote |
| 24 | MNST | MONSTER BEVERAGE | - | Sold | 0 | $0 | No quote | No quote |
| 23 | GOOGL | - | Sold | 0 | $0 | No quote | No quote | |
| 22 | AXP | AMERICAN EXPRESS | - | Sold | 0 | $0 | No quote | No quote |