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
- +6.99%
- 1-year
- +5.07%
- 3-year
- +52.21%
- 5-year
- +45.84%
- 3-year vs S&P 500
- -21.04%
- 5-year vs S&P 500
- -28.26%
- 5-year top 5
- +92.85%
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 2026-09-19 from SEC 13F data.
Live quotes available for 34 of 42 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 9.68% | Reduce -34.8% | 325,124 | $95.47M | $293.64 | No quote |
| 2 | EW | EDWARDS LIFESCIENCES | 8.85% | Reduce -21.9% | 374,062 | $87.26M | $233.29 | No quote |
| 3 | META | 7.92% | Reduce -21.2% | 380,732 | $78.14M | $205.25 | No quote | |
| 4 | V | VISA | 7.72% | Reduce -29.1% | 405,281 | $76.15M | $187.90 | No quote |
| 5 | GOOGL | ALPHABET INC. CL A | 7.03% | Reduce -20.3% | 51,790 | $69.37M | $1339.37 | No quote |
| 6 | BKNG | BOOKING HOLDINGS | 6.84% | Reduce -6.7% | 32,839 | $67.44M | $2053.69 | No quote |
| 7 | TSCO | TRACTOR SUPPLY COMP | 5.72% | Reduce -13.2% | 603,429 | $56.38M | $93.44 | No quote |
| 8 | EA | ELECTRONIC ARTS INC | 4.71% | Add +2.4% | 431,667 | $46.41M | $107.51 | No quote |
| 9 | FAST | FASTENAL CO | 4.68% | Reduce -33.1% | 1,249,539 | $46.17M | $36.95 | No quote |
| 10 | PYPL | PAYPAL HOLDINGS | 4.60% | Reduce -20.5% | 419,730 | $45.4M | $108.16 | No quote |
| 11 | NVDA | NVIDIA CORP | 4.22% | Add +25.5% | 177,059 | $41.66M | $235.29 | No quote |
| 12 | SBUX | STARBUCKS CORP | 4.17% | Reduce -16.2% | 467,523 | $41.1M | $87.92 | No quote |
| 13 | MSI | MOTOROLA SOLUTIONS | 3.79% | Add +13.1% | 231,945 | $37.37M | $161.13 | No quote |
| 14 | ROST | ROSS STORES | 3.02% | Reduce -33.6% | 255,515 | $29.75M | $116.41 | No quote |
| 15 | CDW | CDW CORP | 2.90% | Add +18.7% | 200,439 | $28.63M | $142.83 | No quote |
| 16 | ALC | ALCON INC F | 2.67% | Reduce -28.6% | 465,735 | $26.35M | $56.57 | No quote |
| 17 | BMY | BRISTOL-MYERS SQUIBB | 2.55% | New | 391,442 | $25.13M | $64.19 | No quote |
| 18 | SPGI | S&P GLOBAL INC | 2.38% | New | 86,022 | $23.49M | $273.02 | No quote |
| 19 | FLT | FLEETCOR TECHNOLOGIE | 1.79% | New | 61,274 | $17.63M | No quote | No quote |
| 20 | CPRT | COPART INC | 1.78% | New | 193,451 | $17.59M | $90.93 | No quote |
| 21 | BRK-B | BERKSHIRE HATHAWAY CL B | 0.91% | Reduce -35.4% | 39,490 | $8.94M | $226.49 | No quote |
| 22 | GOOG | ALPHABET INC. CL C | 0.82% | Reduce -19.5% | 6,060 | $8.1M | $1336.96 | No quote |
| 23 | USB | US BANCORP DEL COMNEW | 0.30% | Reduce -1.2% | 50,043 | $2.97M | $59.29 | No quote |
| 24 | VZ | VERIZON COMMUNICATIONS INC COM | 0.11% | - | 17,250 | $1.06M | $61.39 | No quote |
| 25 | JNJ | JOHNSON &JOHNSON COM USD1.00 | 0.09% | - | 6,300 | $918K | $145.71 | No quote |
| 26 | T | AT&T INC COM | 0.09% | - | 22,375 | $874K | $39.06 | No quote |
| 27 | SLB | SCHLUMBERGER | 0.09% | Reduce -25.7% | 21,675 | $871K | $40.18 | No quote |
| 28 | NLY | ANNALY CAP MGMT INC COM | 0.08% | Add +18.1% | 81,750 | $770K | No quote | No quote |
| 29 | BX | BLACKSTONE GROUP L P COMCL A | 0.07% | - | 13,000 | $727K | $55.92 | No quote |
| 30 | AEE | AMEREN CORP COM USD0.01 | 0.05% | - | 6,900 | $529K | No quote | No quote |
| 31 | ECL | ECOLAB INC COM | 0.05% | - | 2,500 | $482K | $192.80 | No quote |
| 32 | QCOM | QUALCOMM | 0.05% | Reduce -88.8% | 5,400 | $476K | $88.15 | No quote |
| 33 | ED | CONSOLIDATED EDISON INCCOM USD | 0.05% | - | 5,250 | $474K | No quote | No quote |
| 34 | BP | BP PLC SPONSORED ADR | 0.05% | - | 12,550 | $473K | $37.69 | No quote |
| 35 | PAYX | PAYCHEX INC COM | 0.05% | Reduce -12.2% | 5,400 | $459K | $85.00 | No quote |
| 36 | BA | BOEING CO COM USD5.00 | 0.04% | - | 1,250 | $407K | $325.60 | No quote |
| 37 | CHRW | C.H. ROBINSON WORLDWIDE | 0.03% | Reduce -99.2% | 4,225 | $330K | $78.11 | No quote |
| 38 | TD | TORONTO DOMINION BK ONT COM NE | 0.03% | Reduce -4.6% | 5,725 | $321K | $56.07 | No quote |
| 39 | MN | MANNING & NAPIER INC CL A | 0.00% | Reduce -10.9% | 20,500 | $35K | No quote | No quote |
| 42 | ULTA | ULTA BEAUTY INC. | - | Sold | 0 | $0 | No quote | No quote |
| 41 | SCHW | CHARLES SCHWAB | - | Sold | 0 | $0 | No quote | No quote |
| 40 | CELG | CELGENE CORP | - | Sold | 0 | $0 | No quote | No quote |