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 32 of 40 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.89% | Reduce -7.3% | 498,382 | $111.62M | $223.97 | No quote |
| 2 | EW | EDWARDS LIFESCIENCES | 9.33% | Reduce -8.0% | 478,789 | $105.29M | $219.91 | No quote |
| 3 | V | VISA | 8.72% | Reduce -5.9% | 571,932 | $98.38M | $172.01 | No quote |
| 4 | META | 7.62% | Reduce -6.5% | 483,013 | $86.01M | $178.08 | No quote | |
| 5 | GOOGL | ALPHABET INC. CL A | 7.03% | Add +32.8% | 64,960 | $79.32M | $1221.12 | No quote |
| 6 | BKNG | BOOKING HOLDINGS | 6.12% | Reduce -6.6% | 35,179 | $69.04M | $1962.56 | No quote |
| 7 | TSCO | TRACTOR SUPPLY COMP | 5.57% | Reduce -6.9% | 695,355 | $62.89M | $90.44 | No quote |
| 8 | FAST | FASTENAL CO | 5.41% | Reduce -6.5% | 1,867,489 | $61.01M | $32.67 | No quote |
| 9 | PYPL | PAYPAL HOLDINGS | 4.85% | Reduce -6.3% | 527,862 | $54.68M | $103.59 | No quote |
| 10 | SBUX | STARBUCKS CORP | 4.37% | Reduce -6.3% | 557,860 | $49.33M | $88.42 | No quote |
| 11 | ROST | ROSS STORES | 3.74% | Reduce -6.7% | 384,636 | $42.25M | $109.85 | No quote |
| 12 | CHRW | C.H. ROBINSON WORLDWIDE | 3.72% | Reduce -22.4% | 495,718 | $42.03M | $84.78 | No quote |
| 13 | EA | ELECTRONIC ARTS INC | 3.65% | Add +55.0% | 421,528 | $41.23M | $97.82 | No quote |
| 14 | CELG | CELGENE CORP | 3.47% | Reduce -9.1% | 393,967 | $39.12M | No quote | No quote |
| 15 | ALC | ALCON INC F | 3.37% | Add +44.6% | 652,367 | $38.03M | $58.29 | No quote |
| 16 | MSI | MOTOROLA SOLUTIONS | 3.10% | Reduce -2.8% | 205,054 | $34.94M | $170.40 | No quote |
| 17 | ULTA | ULTA BEAUTY INC. | 2.41% | Reduce -38.1% | 108,539 | $27.2M | $250.63 | No quote |
| 18 | NVDA | NVIDIA CORP | 2.18% | New | 141,067 | $24.56M | $174.07 | No quote |
| 19 | CDW | CDW CORP | 1.85% | New | 168,923 | $20.82M | $123.23 | No quote |
| 20 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 1.13% | Reduce -81.9% | 61,113 | $12.71M | No quote | No quote |
| 21 | GOOG | ALPHABET INC. CL C | 0.81% | Reduce -4.5% | 7,526 | $9.17M | $1218.97 | No quote |
| 22 | SCHW | CHARLES SCHWAB | 0.34% | Reduce -7.6% | 90,925 | $3.8M | $41.83 | No quote |
| 23 | QCOM | QUALCOMM | 0.33% | Reduce -4.9% | 48,075 | $3.67M | $76.28 | No quote |
| 24 | USB | US BANCORP DEL COMNEW | 0.25% | Reduce -15.8% | 50,663 | $2.8M | $55.33 | No quote |
| 25 | VZ | VERIZON COMMUNICATIONS INC COM | 0.09% | - | 17,250 | $1.04M | $60.35 | No quote |
| 26 | SLB | SCHLUMBERGER | 0.09% | Reduce -12.6% | 29,175 | $996K | $34.14 | No quote |
| 27 | T | AT&T INC COM | 0.07% | Reduce -5.8% | 22,375 | $846K | $37.81 | No quote |
| 28 | JNJ | JOHNSON &JOHNSON COM USD1.00 | 0.07% | - | 6,300 | $815K | $129.37 | No quote |
| 29 | BX | BLACKSTONE GROUP INC COMCL A | 0.06% | Reduce -5.5% | 13,000 | $634K | $48.77 | No quote |
| 30 | NLY | ANNALY CAP MGMT INC COM | 0.05% | Add +14.5% | 69,250 | $609K | No quote | No quote |
| 31 | AEE | AMEREN CORP COM USD0.01 | 0.05% | - | 6,900 | $552K | No quote | No quote |
| 32 | PAYX | PAYCHEX INC COM USD0.01 | 0.05% | - | 6,150 | $509K | $82.76 | No quote |
| 34 | ECL | ECOLAB INC COM | 0.04% | - | 2,500 | $495K | $198.00 | No quote |
| 33 | ED | CONSOLIDATED EDISON INCCOM USD | 0.04% | - | 5,250 | $495K | No quote | No quote |
| 35 | BP | BP PLC SPONSORED ADR | 0.04% | Add +1.0% | 12,550 | $476K | $37.93 | No quote |
| 36 | BA | BOEING CO COM USD5.00 | 0.04% | - | 1,250 | $475K | $380.00 | No quote |
| 37 | TD | TORONTO DOMINION BK ONT COM NE | 0.03% | Reduce -4.4% | 6,000 | $349K | $58.17 | No quote |
| 38 | MN | MANNING & NAPIER INC CL A | 0.00% | - | 23,000 | $43K | No quote | No quote |
| 40 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | - | Sold | 0 | $0 | No quote | No quote |
| 39 | ABMD | ABIOMED INC COM | - | Sold | 0 | $0 | No quote | No quote |