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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Filing period

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 35 of 43 rows. Rows without a quote are marked unavailable.


1	AAPL	APPLE	10.10%	Reduce -35.6%	209,420	$53.25M	$254.28
2	EW	EDWARDS LIFESCIENCES	8.48%	Reduce -36.6%	237,200	$44.74M	$188.62
3	META	FACEBOOK	8.15%	Reduce -32.4%	257,563	$42.96M	$166.79
4	V	VISA	7.38%	Reduce -40.4%	241,559	$38.92M	$161.12
5	GOOGL	ALPHABET INC. CL A	7.06%	Reduce -38.1%	32,042	$37.23M	$1161.91
6	TSCO	TRACTOR SUPPLY COMP	6.25%	Reduce -35.3%	390,178	$32.99M	$84.55
7	EA	ELECTRONIC ARTS INC	5.05%	Reduce -38.4%	266,012	$26.65M	$100.16
8	PYPL	PAYPAL HOLDINGS	4.75%	Reduce -37.7%	261,532	$25.04M	$95.74
9	MSI	MOTOROLA SOLUTIONS	4.63%	Reduce -20.8%	183,661	$24.41M	$132.91
10	SBUX	STARBUCKS CORP	4.45%	Reduce -23.7%	356,926	$23.46M	$65.74
11	NVDA	NVIDIA CORP	4.16%	Reduce -53.0%	83,254	$21.94M	$263.58
12	BKNG	BOOKING HOLDINGS	3.46%	Reduce -58.8%	13,547	$18.22M	$1345.24
13	ALC	ALCON INC F	3.31%	Reduce -26.3%	343,242	$17.44M	$50.82
14	KEYS	KEYSIGHT TECH INC	3.26%	New	205,479	$17.19M	$83.68
15	CDW	CDW CORP	3.16%	Reduce -10.7%	178,959	$16.69M	$93.27
16	BMY	BRISTOL-MYERS SQUIBB	2.74%	Reduce -33.8%	259,180	$14.45M	$55.74
17	SPGI	S&P GLOBAL INC	2.60%	Reduce -34.9%	55,968	$13.71M	$245.03
18	MSFT	MICROSOFT CORP	2.51%	New	83,949	$13.24M	$157.70
19	CPRT	COPART INC	1.82%	Reduce -27.5%	140,290	$9.61M	$68.52
20	FLT	FLEETCOR TECHNOLOGIESINC COM U	1.41%	Reduce -34.8%	39,966	$7.45M	No quote	No quote
21	BRK-B	BERKSHIRE HATHAWAY CL B	1.08%	Reduce -21.0%	31,200	$5.7M	$182.82
22	FAST	FASTENAL CO COM	0.99%	Reduce -86.7%	166,760	$5.21M	$31.25
23	GOOG	ALPHABET INC. CL C	0.94%	Reduce -29.4%	4,281	$4.98M	$1162.81
24	ROST	ROSS STORES	0.51%	Reduce -87.8%	31,125	$2.71M	$86.94
25	USB	US BANCORP DEL COMNEW	0.34%	Add +5.0%	52,543	$1.81M	$34.45
26	BX	BLACKSTONE GROUP INC COMCL A	0.17%	Add +51.9%	19,750	$900K	$45.57
27	VZ	VERIZON COMMUNICATIONS	0.16%	Reduce -7.3%	16,000	$859K	$53.69
28	JNJ	JOHNSON &JOHNSON COM USD1.00	0.16%	-	6,300	$826K	$131.11
29	T	AT&T INC COM USD1	0.11%	Reduce -8.4%	20,500	$597K	$29.12
30	BMYRT	BRISTOL-MYERS SQUIBB RTS RIGHT	0.11%	New	148,901	$565K	No quote	No quote
31	BP	BP PLC SPONSORED ADR	0.10%	Add +74.7%	21,925	$534K	$24.36
32	AEE	AMEREN CORP COM USD0.01	0.10%	-	6,900	$502K	No quote	No quote
33	NLY	ANNALY CAPITAL MANAGEMENTINC C	0.09%	Add +20.5%	98,500	$499K	No quote	No quote
34	ED	CONSOLIDATED EDISON INCCOM USD	0.08%	-	5,250	$409K	No quote	No quote
35	ECL	ECOLAB INC	0.07%	-	2,500	$389K	$155.60
36	QCOM	QUALCOMM	0.06%	Reduce -18.5%	4,400	$297K	$67.50
37	SLB	SCHLUMBERGER	0.05%	Reduce -3.3%	20,950	$282K	$13.46
38	TD	TORONTO DOMINION BK ONT COM NE	0.05%	Add +8.7%	6,225	$263K	$42.25
39	TPR	TAPESTRY INC COM	0.05%	New	18,750	$242K	$12.91
40	PAYX	PAYCHEX INC COM USD0.01	0.04%	Reduce -32.4%	3,650	$229K	$62.74
41	MN	MANNING &NAPIER INC CLA	0.00%	-	20,500	$25K	No quote	No quote
43	CHRW	C.H. ROBINSON WORLDWIDE	-	Sold	0	$0	No quote	No quote
42	BA	BOEING CO COM USD5.00	-	Sold	0	$0	No quote	No quote