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 28 of 39 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.13% | Reduce -16.4% | 1,460,308 | $267.7M | No quote | No quote |
| 2 | AAPL | APPLE | 7.64% | Reduce -15.7% | 1,453,068 | $223.95M | $154.12 | No quote |
| 3 | V | VISA | 6.60% | Reduce -17.5% | 1,838,646 | $193.5M | $105.24 | No quote |
| 4 | GOOGL | ALPHABET INC. CL A | 6.41% | Reduce -10.1% | 192,996 | $187.92M | $973.71 | No quote |
| 5 | TSCO | TRACTOR SUPPLY COMP | 5.97% | Add +8.3% | 2,767,593 | $175.16M | $63.29 | No quote |
| 6 | PYPL | PAYPAL HOLDINGS | 5.94% | Reduce -22.2% | 2,722,126 | $174.3M | $64.03 | No quote |
| 7 | FAST | FASTENAL CO | 5.76% | Add +6.6% | 3,704,395 | $168.85M | $45.58 | No quote |
| 8 | PCLN | PRICELINE | 5.75% | Reduce -23.1% | 92,096 | $168.61M | No quote | No quote |
| 9 | QCOM | QUALCOMM | 5.32% | Reduce -8.1% | 3,008,360 | $155.95M | $51.84 | No quote |
| 10 | SLB | SCHLUMBERGER | 5.13% | Reduce -11.4% | 2,154,457 | $150.29M | $69.76 | No quote |
| 11 | EW | EDWARDS LIFESCIENCES | 5.01% | Add +55.9% | 1,343,047 | $146.81M | $109.31 | No quote |
| 12 | ROST | ROSS STORES | 4.47% | Add +6.5% | 2,030,449 | $131.1M | $64.57 | No quote |
| 13 | KHC | KRAFT HEINZ | 4.45% | Reduce -30.3% | 1,682,599 | $130.48M | $77.55 | No quote |
| 14 | VRSK | VERISK ANALYTICS | 3.98% | Reduce -13.1% | 1,400,966 | $116.55M | $83.19 | No quote |
| 15 | CLB | CORE LABS | 3.80% | Reduce -10.5% | 1,130,193 | $111.55M | $98.70 | No quote |
| 16 | SCHW | CHARLES SCHWAB | 3.47% | Reduce -16.8% | 2,327,760 | $101.82M | $43.74 | No quote |
| 17 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.40% | Reduce -18.7% | 1,373,146 | $99.61M | $72.54 | No quote |
| 18 | CELG | CELGENE CORP | 3.37% | Reduce -15.3% | 676,776 | $98.69M | No quote | No quote |
| 19 | TJX | TJX COMPANIES | 3.24% | Reduce -14.2% | 1,288,015 | $94.96M | $73.73 | No quote |
| 20 | GOOG | ALPHABET INC. CL C | 0.61% | Reduce -17.7% | 18,754 | $17.99M | $959.10 | No quote |
| 21 | USB | US BANCORP DEL COM NEW | 0.13% | Reduce -4.6% | 73,363 | $3.93M | $53.58 | No quote |
| 22 | ESRX | EXPRESS SCRIPTS | 0.10% | Reduce -26.6% | 46,900 | $2.97M | No quote | No quote |
| 23 | BX | BLACKSTONE GROUP L P COM UNIT | 0.05% | Reduce -1.1% | 45,575 | $1.52M | $33.35 | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS | 0.04% | Add +2.7% | 21,875 | $1.08M | $49.46 | No quote |
| 25 | AEE | AMEREN CORP | 0.03% | Reduce -6.8% | 17,125 | $990K | No quote | No quote |
| 26 | ED | CONSOLIDATED EDISON INC | 0.03% | Reduce -1.5% | 11,275 | $909K | No quote | No quote |
| 27 | JNJ | JOHNSON & JOHNSON | 0.03% | - | 5,750 | $747K | $129.91 | No quote |
| 28 | THS | TREEHOUSE FOODS | 0.02% | Reduce -99.2% | 10,350 | $701K | No quote | No quote |
| 29 | PAYX | PAYCHEX INC COM | 0.02% | Reduce -4.2% | 11,400 | $683K | $59.91 | No quote |
| 30 | T | AT&T INC | 0.02% | Add +0.7% | 11,400 | $446K | $39.12 | No quote |
| 31 | BP | BP P L C SPONSORED ADR (FRM BP | 0.01% | New | 10,925 | $419K | $38.35 | No quote |
| 32 | ECL | ECOLAB INC COM | 0.01% | Reduce -55.8% | 2,500 | $321K | $128.40 | No quote |
| 33 | BA | BOEING CO COM | 0.01% | - | 1,250 | $317K | $253.60 | No quote |
| 34 | NLY | ANNALY CAP MGMT INC COM | 0.01% | Reduce -18.2% | 25,875 | $315K | No quote | No quote |
| 35 | PEP | PEPSICO INC | 0.01% | - | 2,625 | $292K | $111.24 | No quote |
| 36 | XOM | EXXON MOBIL CORP | 0.01% | New | 2,866 | $234K | $81.65 | No quote |
| 37 | CAFD | 8POINT3 ENERGY PARTNERSLP CL A | 0.01% | - | 11,500 | $172K | No quote | No quote |
| 38 | MN | MANNING & NAPIER INC CL A | 0.01% | Reduce -26.8% | 41,000 | $161K | No quote | No quote |
| 39 | NOV | NATIONAL-OILWELL VARCO | - | Sold | 0 | $0 | No quote | No quote |