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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 29 of 36 rows. Rows without a quote are marked unavailable.


1	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	10.04%	Reduce -10.3%	740,620	$151.22M	No quote	No quote
2	AAPL	APPLE	8.37%	Reduce -9.3%	799,666	$126.14M	$157.74	No quote
3	EW	EDWARDS LIFESCIENCES	8.35%	Add +0.3%	821,132	$125.77M	$153.17	No quote
4	V	VISA	7.73%	Reduce -10.0%	883,306	$116.54M	$131.94	No quote
5	META	FACEBOOK	6.66%	Add +10.8%	764,970	$100.28M	$131.09	No quote
6	BKNG	BOOKING HOLDINGS	6.41%	Add +2.9%	56,093	$96.62M	$1722.41	No quote
7	TSCO	TRACTOR SUPPLY COMP	6.24%	Reduce -11.9%	1,126,052	$93.96M	$83.44	No quote
8	GOOGL	ALPHABET INC. CL A	5.43%	Reduce -8.7%	78,294	$81.81M	$1044.95	No quote
9	FAST	FASTENAL CO	5.35%	Add +8.4%	1,540,793	$80.57M	$52.29	No quote
10	QCOM	QUALCOMM	5.26%	Reduce -9.3%	1,393,863	$79.32M	$56.91	No quote
11	PYPL	PAYPAL HOLDINGS	4.68%	Reduce -11.1%	837,884	$70.46M	$84.09	No quote
12	SCHW	CHARLES SCHWAB	4.66%	Add +11.0%	1,690,643	$70.21M	$41.53	No quote
13	ROST	ROSS STORES	3.71%	Reduce -8.8%	671,647	$55.88M	$83.20	No quote
14	ULTA	ULTA BEAUTY INC.	3.49%	Add +22.9%	214,810	$52.59M	$244.84	No quote
15	CHRW	C.H. ROBINSON WORLDWIDE	3.46%	Reduce -9.2%	620,821	$52.2M	$84.09	No quote
16	ODFL	OLD DOMINION FREIGHT	3.36%	Reduce -10.5%	409,411	$50.56M	$123.49	No quote
17	CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	2.92%	Reduce -9.5%	693,474	$44.02M	$63.48	No quote
18	CELG	CELGENE CORP	2.78%	Reduce -13.6%	654,632	$41.96M	No quote	No quote
19	GOOG	ALPHABET INC. CL C	0.36%	Reduce -0.8%	5,180	$5.36M	$1035.52	No quote
20	USB	US BANCORP DEL COMNEW	0.18%	Reduce -11.1%	60,138	$2.75M	$45.69	No quote
21	SLB	SCHLUMBERGER	0.08%	Reduce -97.4%	34,450	$1.24M	$36.05	No quote
22	BX	BLACKSTONE GROUP L P COM UNIT	0.07%	Add +6.4%	37,325	$1.11M	$29.79	No quote
23	VZ	VERIZON COMMUNICATIONS INC COM	0.07%	Reduce -2.0%	18,750	$1.05M	$56.21	No quote
24	JNJ	JOHNSON &JOHNSON COM USD1.00	0.05%	-	6,300	$813K	$129.05	No quote
25	T	AT&T INC COM	0.04%	Add +35.0%	23,750	$677K	$28.51	No quote
26	AEE	AMEREN CORP COM USD0.01	0.03%	-	7,400	$482K	No quote	No quote
27	BP	BP PLC SPONSORED ADR	0.03%	Add +8.8%	12,425	$471K	$37.91	No quote
28	CLB	CORE LABS	0.03%	Reduce -98.2%	7,600	$453K	$59.61	No quote
29	PAYX	PAYCHEX INC COM USD0.01	0.03%	Reduce -3.8%	6,400	$416K	$65.00	No quote
30	BA	BOEING CO COM USD5.00	0.03%	-	1,250	$403K	$322.40	No quote
31	ED	CONSOLIDATED EDISON INCCOM USD	0.03%	-	5,250	$401K	No quote	No quote
32	ECL	ECOLAB INC COM	0.02%	-	2,500	$368K	$147.20	No quote
33	NLY	ANNALY CAP MGMT INC COM	0.02%	Add +64.6%	33,750	$331K	No quote	No quote
34	TD	TORONTO DOMINION BK ONT COM NE	0.02%	Add +10.1%	6,275	$311K	$49.56	No quote
35	MN	MANNING & NAPIER INC CL A	0.00%	Reduce -17.9%	23,000	$40K	No quote	No quote
36	KHC	KRAFT HEINZ CO COM	-	Sold	0	$0	No quote	No quote