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 39 rows. Rows without a quote are marked unavailable.


1	AAPL	APPLE	8.70%	Reduce -35.4%4:1 split	475,033	$55.01M	$115.81
2	EW	EDWARDS LIFESCIENCES	7.97%	Reduce -5.5%	631,718	$50.42M	$79.82
3	TSCO	TRACTOR SUPPLY COMP	7.64%	Reduce -5.6%	337,196	$48.33M	$143.34
4	META	FACEBOOK	7.54%	Reduce -17.0%	182,136	$47.7M	$261.90
5	PYPL	PAYPAL HOLDINGS	7.19%	Reduce -4.5%	230,701	$45.45M	$197.03
6	V	VISA	6.71%	Reduce -5.2%	212,149	$42.42M	$199.96
7	GOOGL	ALPHABET INC. CL A	6.44%	Reduce -5.1%	27,792	$40.73M	$1465.57
8	MSI	MOTOROLA SOLUTIONS	5.88%	Add +10.2%	237,250	$37.2M	$156.81
9	MSFT	MICROSOFT CORP	5.35%	Add +97.7%	160,696	$33.8M	$210.32
10	EA	ELECTRONIC ARTS INC	4.86%	Reduce -4.5%	235,457	$30.71M	$130.41
11	CDW	CDW CORP	4.22%	Add +16.4%	223,339	$26.69M	$119.52
12	BMY	BRISTOL-MYERS SQUIBB	4.19%	Add +17.5%	439,319	$26.49M	$60.29
13	SBUX	STARBUCKS CORP	4.15%	Reduce -5.6%	305,048	$26.21M	$85.92
14	KEYS	KEYSIGHT TECH INC	4.01%	Add +35.5%	256,910	$25.38M	$98.78
15	CPRT	COPART INC	3.92%	Add +33.6%	235,688	$24.78M	$105.16
16	SPGI	S&P GLOBAL INC	2.82%	Reduce -4.9%	49,485	$17.84M	$360.57
17	ALC	ALCON INC F	2.75%	Reduce -4.6%	305,660	$17.41M	$56.95
18	FRCB	FIRST REPUBLIC BANK SAN	2.41%	New	139,827	$15.25M	No quote	No quote
19	GOOG	ALPHABET INC. CL C	0.98%	Reduce -1.5%	4,204	$6.18M	$1469.55
20	BRK/B	BERKSHIRE HATHAWAY CL BCUSIP 084670702	0.72%	Reduce -7.2%	21,400	$4.56M	No quote	No quote
21	USB	U.S. BANCORP	0.30%	-	52,793	$1.89M	$35.84
22	BX	BLACKSTONE GROUP INC COMCL A	0.15%	Reduce -6.3%	18,500	$965K	$52.16
23	VZ	VERIZON COMMUNICATIONSINC	0.15%	-	16,000	$951K	$59.44
24	JNJ	JOHNSON &JOHNSON COM USD1.00	0.15%	-	6,300	$937K	$148.73
25	T	AT&T INC COM USD1	0.14%	Reduce -3.8%	32,000	$912K	$28.50
26	NLY	ANNALY CAPITAL MANAGEMENTINC C	0.11%	Add +1.3%	98,000	$697K	No quote	No quote
27	AEE	AMEREN CORP COM USD0.01	0.09%	-	6,900	$545K	No quote	No quote
28	ECL	ECOLAB INC	0.08%	-	2,500	$499K	$199.60
29	ED	CONSOLIDATED EDISON INCCOM USD	0.06%	-	5,250	$408K	No quote	No quote
30	BA	BOEING CO COM USD5.00	0.05%	-	2,050	$338K	$164.88
31	TPR	TAPESTRY INC COM	0.05%	Reduce -5.6%	21,250	$332K	$15.62
32	BP	BP PLC SPONSORED ADR	0.05%	Reduce -17.1%	18,175	$317K	$17.44
33	QCOM	QUALCOMM	0.05%	Reduce -39.8%	2,650	$311K	$117.36
34	SLB	SCHLUMBERGER	0.05%	Reduce -2.5%	19,825	$308K	$15.54
35	BMYRT	BRISTOL-MYERS SQUIBB RTS RIGHT	0.05%	Reduce -2.4%	131,557	$295K	No quote	No quote
39	TD	TORONTO DOMINION BK ONT COM NE	-	Sold	0	$0	No quote	No quote
38	PAYX	PAYCHEX INC COM USD0.01	-	Sold	0	$0	No quote	No quote
37	NVDA	NVIDIA CORP	-	Sold	0	$0	No quote	No quote
36	MN	MANNING &NAPIER INC CLA	-	Sold	0	$0	No quote	No quote