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 38 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE | 8.84% | Reduce -5.7% | 447,836 | $59.42M | $132.69 | |
| 2 | EW | EDWARDS LIFESCIENCES | 8.07% | Reduce -5.8% | 594,956 | $54.28M | $91.23 | |
| 3 | PYPL | PAYPAL HOLDINGS | 7.53% | Reduce -6.3% | 216,286 | $50.65M | $234.19 | |
| 4 | META | 6.89% | Reduce -6.8% | 169,700 | $46.35M | $273.15 | ||
| 5 | GOOGL | ALPHABET INC. CL A | 6.71% | Reduce -7.4% | 25,737 | $45.11M | $1752.57 | |
| 6 | V | VISA | 6.51% | Reduce -5.6% | 200,214 | $43.79M | $218.73 | |
| 7 | MSI | MOTOROLA SOLUTIONS | 5.61% | Reduce -6.6% | 221,659 | $37.69M | $170.05 | |
| 8 | TSCO | TRACTOR SUPPLY COMP | 5.38% | Reduce -23.7% | 257,331 | $36.18M | $140.58 | |
| 9 | MSFT | MICROSOFT CORP | 4.88% | Reduce -8.2% | 147,598 | $32.83M | $222.41 | |
| 10 | EA | ELECTRONIC ARTS INC | 4.75% | Reduce -5.5% | 222,574 | $31.96M | $143.60 | |
| 11 | KEYS | KEYSIGHT TECH INC | 4.74% | Reduce -6.0% | 241,494 | $31.9M | $132.09 | |
| 12 | SBUX | STARBUCKS CORP | 4.54% | Reduce -6.4% | 285,551 | $30.55M | $106.98 | |
| 13 | CPRT | COPART INC | 4.18% | Reduce -6.3% | 220,746 | $28.09M | $127.25 | |
| 14 | CDW | CDW CORP | 4.08% | Reduce -6.8% | 208,064 | $27.42M | $131.79 | |
| 15 | BMY | BRISTOL-MYERS SQUIBB | 3.82% | Reduce -5.8% | 414,057 | $25.68M | $62.03 | |
| 16 | FRCB | FIRST REPUBLIC BANK | 2.86% | Reduce -6.3% | 131,008 | $19.25M | No quote | No quote |
| 17 | ALC | ALCON INC F | 2.84% | Reduce -5.3% | 289,498 | $19.1M | $65.98 | |
| 18 | SPGI | S&P GLOBAL INC | 2.29% | Reduce -5.4% | 46,806 | $15.39M | $328.70 | |
| 19 | PGR | PROGRESSIVE CO OHIO | 1.97% | New | 134,104 | $13.26M | $98.88 | |
| 20 | GOOG | ALPHABET INC. CL C | 1.09% | Reduce -0.2% | 4,196 | $7.35M | $1751.91 | |
| 21 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 0.71% | Reduce -3.8% | 20,579 | $4.77M | No quote | No quote |
| 22 | USB | U.S. BANCORP | 0.36% | Reduce -0.9% | 52,293 | $2.44M | $46.58 | |
| 23 | BX | BLACKSTONE GROUP INC COMCL A | 0.16% | Reduce -9.5% | 16,750 | $1.09M | $64.78 | |
| 24 | T | AT&T INC COM | 0.16% | Add +17.2% | 37,500 | $1.08M | $28.75 | |
| 25 | JNJ | JOHNSON &JOHNSON COM USD1.00 | 0.15% | - | 6,300 | $991K | $157.30 | |
| 26 | VZ | VERIZON COMMUNICATIONSINC | 0.14% | - | 16,000 | $940K | $58.75 | |
| 27 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.12% | - | 98,000 | $828K | No quote | No quote |
| 28 | ECL | ECOLAB INC | 0.08% | - | 2,500 | $540K | $216.00 | |
| 29 | AEE | AMEREN CORP COM USD0.01 | 0.08% | - | 6,900 | $538K | No quote | No quote |
| 30 | TPR | TAPESTRY INC COM | 0.06% | Reduce -37.6% | 13,250 | $411K | $31.02 | |
| 31 | QCOM | QUALCOMM | 0.06% | - | 2,650 | $403K | $152.08 | |
| 32 | SLB | SCHLUMBERGER | 0.06% | Reduce -8.8% | 18,075 | $394K | $21.80 | |
| 33 | ED | CONSOLIDATED EDISON INCCOM USD | 0.06% | - | 5,250 | $379K | No quote | No quote |
| 34 | BP | BP PLC SPONSORED ADR | 0.06% | - | 18,175 | $372K | $20.47 | |
| 35 | BA | BOEING CO COM | 0.05% | Reduce -18.3% | 1,675 | $358K | $213.73 | |
| 36 | KHC | KRAFT HEINZ CO COM | 0.03% | New | 6,500 | $225K | $34.62 | |
| 37 | FITB | FIFTH THIRD BANCORP | 0.03% | New | 7,500 | $206K | $27.47 | |
| 38 | BMYRT | BRISTOL-MYERS SQUIBB COCONTNGN | 0.01% | Reduce -6.7% | 122,750 | $84K | No quote | No quote |