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 27 of 38 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 9.19% | Reduce -21.6% | 1,145,482 | $227.06M | No quote | No quote |
| 2 | AAPL | APPLE | 7.75% | Reduce -22.2% | 1,130,891 | $191.38M | $169.23 | No quote |
| 3 | V | VISA | 6.56% | Reduce -22.7% | 1,422,095 | $162.15M | $114.02 | No quote |
| 4 | TSCO | TRACTOR SUPPLY COMP | 6.30% | Reduce -24.8% | 2,082,474 | $155.66M | $74.75 | No quote |
| 5 | GOOGL | ALPHABET INC. CL A | 6.26% | Reduce -23.9% | 146,857 | $154.7M | $1053.39 | No quote |
| 6 | EW | EDWARDS LIFESCIENCES | 6.11% | Reduce -0.2% | 1,339,762 | $151M | $112.71 | No quote |
| 7 | FAST | FASTENAL CO | 6.10% | Reduce -25.6% | 2,755,545 | $150.7M | $54.69 | No quote |
| 8 | QCOM | QUALCOMM | 5.67% | Reduce -27.3% | 2,187,950 | $140.07M | $64.02 | No quote |
| 9 | PCLN | PRICELINE | 5.43% | Reduce -16.1% | 77,243 | $134.23M | No quote | No quote |
| 10 | ROST | ROSS STORES | 4.92% | Reduce -25.4% | 1,515,540 | $121.62M | $80.25 | No quote |
| 11 | SLB | SCHLUMBERGER | 4.67% | Reduce -20.5% | 1,713,691 | $115.48M | $67.39 | No quote |
| 12 | KHC | KRAFT HEINZ | 4.34% | Reduce -18.1% | 1,377,837 | $107.14M | $77.76 | No quote |
| 13 | VRSK | VERISK ANALYTICS | 4.15% | Reduce -23.8% | 1,067,060 | $102.44M | $96.00 | No quote |
| 14 | CLB | CORE LABS | 4.10% | Reduce -18.3% | 923,762 | $101.2M | $109.55 | No quote |
| 15 | CELG | CELGENE CORP | 4.06% | Add +42.2% | 962,318 | $100.43M | No quote | No quote |
| 16 | SCHW | CHARLES SCHWAB | 3.60% | Reduce -25.5% | 1,733,887 | $89.07M | $51.37 | No quote |
| 17 | TJX | TJX COMPANIES | 3.25% | Reduce -18.4% | 1,050,568 | $80.33M | $76.46 | No quote |
| 18 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | 3.18% | Reduce -19.5% | 1,105,870 | $78.54M | $71.02 | No quote |
| 19 | PYPL | PAYPAL HOLDINGS | 3.15% | Reduce -61.2% | 1,057,067 | $77.82M | $73.62 | No quote |
| 20 | GOOG | ALPHABET INC. CL C | 0.61% | Reduce -22.8% | 14,470 | $15.14M | $1046.37 | No quote |
| 21 | USB | US BANCORP DEL COM NEW | 0.15% | Reduce -6.7% | 68,438 | $3.67M | $53.57 | No quote |
| 22 | ESRX | EXPRESS SCRIPTS | 0.12% | Reduce -13.9% | 40,400 | $3.02M | No quote | No quote |
| 23 | BX | BLACKSTONE GROUP L P COM UNIT | 0.05% | Reduce -11.0% | 40,575 | $1.3M | $32.01 | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS | 0.05% | Reduce -2.3% | 21,375 | $1.13M | $52.91 | No quote |
| 25 | AEE | AMEREN CORP | 0.04% | Reduce -4.2% | 16,400 | $967K | No quote | No quote |
| 26 | ED | CONSOLIDATED EDISON INC | 0.04% | Reduce -5.1% | 10,700 | $908K | No quote | No quote |
| 27 | JNJ | JOHNSON & JOHNSON | 0.03% | Reduce -3.5% | 5,550 | $775K | $139.64 | No quote |
| 28 | PAYX | PAYCHEX INC COM | 0.03% | Reduce -17.5% | 9,400 | $639K | $67.98 | No quote |
| 29 | T | AT&T INC | 0.02% | Add +3.7% | 11,825 | $459K | $38.82 | No quote |
| 30 | BP | BP P L C SPONSORED ADR (FRM BP | 0.02% | Reduce -6.9% | 10,175 | $427K | $41.97 | No quote |
| 31 | BA | BOEING CO | 0.01% | - | 1,250 | $368K | $294.40 | No quote |
| 32 | ECL | ECOLAB INC | 0.01% | - | 2,500 | $335K | $134.00 | No quote |
| 33 | NLY | ANNALY CAP MGMT INC COM | 0.01% | - | 25,875 | $307K | No quote | No quote |
| 34 | PEP | PEPSICO INC | 0.01% | Reduce -7.6% | 2,425 | $290K | $119.59 | No quote |
| 35 | CAFD | 8POINT3 ENERGY PARTNERSLP CL A | 0.01% | Reduce -10.9% | 10,250 | $155K | No quote | No quote |
| 36 | MN | MANNING & NAPIER INC CL A | 0.00% | Reduce -42.7% | 23,500 | $84K | No quote | No quote |
| 38 | THS | TREEHOUSE FOODS | - | Sold | 0 | $0 | No quote | No quote |
| 37 | XOM | EXXON MOBIL CORP | - | Sold | 0 | $0 | No quote | No quote |