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 32 of 42 rows. Rows without a quote are marked unavailable.


1	AAPL	APPLE	11.37%	Reduce -12.2%	183,893	$67.08M	$364.79
2	META	FACEBOOK	8.44%	Reduce -14.8%	219,400	$49.82M	$227.06
3	TSCO	TRACTOR SUPPLY COMP	7.98%	Reduce -8.4%	357,363	$47.1M	$131.79
4	EW	EDWARDS LIFESCIENCES	7.83%	Reduce -6.0%3:1 split	668,542	$46.2M	$69.11
5	V	VISA	7.32%	Reduce -7.4%	223,728	$43.22M	$193.16
6	PYPL	PAYPAL HOLDINGS	7.14%	Reduce -7.6%	241,696	$42.11M	$174.23
7	GOOGL	ALPHABET INC. CL A	7.04%	Reduce -8.6%	29,279	$41.52M	$1418.01
8	EA	ELECTRONIC ARTS INC	5.52%	Reduce -7.3%	246,511	$32.55M	$132.05
9	MSI	MOTOROLA SOLUTIONS	5.11%	Add +17.3%	215,336	$30.17M	$140.13
10	SBUX	STARBUCKS CORP	4.03%	Reduce -9.5%	323,117	$23.78M	$73.59
11	CDW	CDW CORP	3.78%	Add +7.2%	191,809	$22.28M	$116.17
12	BMY	BRISTOL-MYERS SQUIBB	3.72%	Add +44.2%	373,781	$21.98M	$58.80
13	KEYS	KEYSIGHT TECH INC	3.24%	Reduce -7.7%	189,650	$19.11M	$100.78
14	ALC	ALCON INC F	3.11%	Reduce -6.7%	320,342	$18.36M	$57.32
15	SPGI	S&P GLOBAL INC	2.90%	Reduce -7.1%	52,019	$17.14M	$329.46
16	MSFT	MICROSOFT CORP	2.80%	Reduce -3.2%	81,296	$16.54M	$203.49
17	NVDA	NVIDIA CORP	2.63%	Reduce -51.0%	40,818	$15.51M	$379.88
18	CPRT	COPART INC	2.49%	Add +25.7%	176,404	$14.69M	$83.27
19	GOOG	ALPHABET INC. CL C	1.02%	Reduce -0.3%	4,269	$6.03M	$1413.45
20	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	0.70%	Reduce -26.1%	23,050	$4.11M	No quote	No quote
21	USB	U.S. BANCORP	0.33%	Add +0.5%	52,793	$1.94M	$36.80
22	BX	BLACKSTONE GROUP INC COMCL A	0.19%	-	19,750	$1.12M	$56.66
23	T	AT&T INC COM USD1	0.17%	Add +62.2%	33,250	$1.01M	$30.23
24	JNJ	JOHNSON &JOHNSON COM USD1.00	0.15%	-	6,300	$885K	$140.48
25	VZ	VERIZON COMMUNICATIONSINC	0.15%	-	16,000	$882K	$55.13
26	NLY	ANNALY CAPITAL MANAGEMENTINC C	0.11%	Reduce -1.8%	96,750	$634K	No quote	No quote
27	BP	BP PLC SPONSORED ADR	0.09%	-	21,925	$511K	$23.31
28	ECL	ECOLAB INC	0.08%	-	2,500	$497K	$198.80
29	AEE	AMEREN CORP COM USD0.01	0.08%	-	6,900	$485K	No quote	No quote
30	BMYRT	BRISTOL-MYERS SQUIBB RTS RIGHT	0.08%	Reduce -9.5%	134,729	$481K	No quote	No quote
31	QCOM	QUALCOMM	0.07%	-	4,400	$401K	$91.14
32	ED	CONSOLIDATED EDISON INCCOM USD	0.06%	-	5,250	$377K	No quote	No quote
33	BA	BOEING CO COM USD5.00	0.06%	New	2,050	$375K	$182.93
34	SLB	SCHLUMBERGER	0.06%	Reduce -3.0%	20,325	$373K	$18.35
35	TPR	TAPESTRY INC COM	0.05%	Add +20.0%	22,500	$298K	$13.24
36	TD	TORONTO DOMINION BK ONT COM NE	0.05%	-	6,225	$277K	$44.50
37	PAYX	PAYCHEX INC COM USD0.01	0.04%	Reduce -4.1%	3,500	$265K	$75.71
38	MN	MANNING &NAPIER INC CLA	0.01%	Reduce -36.6%	13,000	$37K	No quote	No quote
42	ROST	ROSS STORES	-	Sold	0	$0	No quote	No quote
41	FLT	FLEETCOR TECHNOLOGIESINC COM U	-	Sold	0	$0	No quote	No quote
40	FAST	FASTENAL CO COM	-	Sold	0	$0	No quote	No quote
39	BKNG	BOOKING HOLDINGS	-	Sold	0	$0	No quote	No quote