David Rolfe - Wedgewood Partners
As of Q1 2026, David Rolfe reported 22 long-equity positions worth $484.29M in aggregate.
Copy-investor backtest
- Latest quarter
- +1.60%
- 1-year
- +6.39%
- 3-year
- +54.73%
- 3-year top 5
- +134.07%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 34 of 42 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE INC | 9.37% | Reduce -1.8% | 360,547 | $49.83M | $138.20 | |
| 2 | MSI | MOTOROLA SOLUTIONS | 6.80% | Reduce -3.5% | 161,350 | $36.14M | $223.96 | |
| 3 | V | VISA INC CLASS A | 6.39% | Reduce -2.7% | 191,229 | $33.97M | $177.65 | |
| 4 | TSCO | TRACTOR SUPPLY COMP | 6.16% | Reduce -2.0% | 176,256 | $32.76M | $185.87 | |
| 5 | MSFT | MICROSOFT CORP | 6.05% | Reduce -2.3% | 137,986 | $32.14M | $232.89 | |
| 6 | UNH | UNITEDHEALTH GRP INC | 5.78% | Reduce -2.6% | 60,867 | $30.74M | $505.04 | |
| 7 | GOOGL | ALPHABET INC. CLASS A | 5.78% | Reduce -2.5%20:1 split | 321,148 | $30.72M | $95.65 | |
| 8 | CDW | CDW CORP | 5.30% | Reduce -2.8% | 180,363 | $28.15M | $156.07 | |
| 9 | EW | EDWARDS LIFESCIENCES | 5.16% | Reduce -2.7% | 331,627 | $27.4M | $82.63 | |
| 10 | META | META PLATFORMS INC CLASS A | 5.13% | Reduce -7.6% | 201,118 | $27.29M | $135.68 | |
| 11 | PYPL | PAYPAL HOLDINGS INCORPOR | 5.05% | Reduce -6.0% | 312,051 | $26.86M | $86.07 | |
| 12 | PGR | PROGRESSIVE CO OHIO | 3.90% | Reduce -2.9% | 178,530 | $20.75M | $116.20 | |
| 13 | CPRT | COPART INC | 3.84% | Reduce -2.8% | 192,001 | $20.43M | $106.40 | |
| 14 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 3.82% | Reduce -15.2% | 296,516 | $20.33M | $68.56 | |
| 15 | FRCB | FIRST REPUBLIC BANK | 3.70% | Reduce -1.6% | 150,846 | $19.69M | No quote | No quote |
| 16 | TPL | TEXAS PACIFIC LAND CORP | 3.50% | Reduce -3.4% | 10,474 | $18.62M | No quote | No quote |
| 17 | BKNG | BOOKING HOLDINGS INC | 2.87% | Reduce -5.5% | 9,271 | $15.23M | $1643.08 | |
| 18 | ODFL | OLD DOMINION FREIGHT | 2.63% | Reduce -3.2% | 56,160 | $13.97M | $248.75 | |
| 19 | SPGI | S&P GLOBAL INC | 2.26% | Reduce -2.6% | 39,297 | $12M | $305.32 | |
| 20 | POOL | POOL CORP | 1.81% | Reduce -1.6% | 30,223 | $9.62M | $318.17 | |
| 21 | GOOG | ALPHABET INC. CLASS C | 1.46% | Reduce -0.5%20:1 split | 80,530 | $7.74M | $96.14 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 0.97% | - | 19,375 | $5.17M | No quote | No quote |
| 23 | SBUX | STARBUCKS CORP COM | 0.40% | Reduce -46.7% | 25,390 | $2.14M | $84.25 | |
| 24 | USB | US BANCORP DEL COM NEW | 0.28% | Add +7.3% | 36,805 | $1.48M | $40.29 | |
| 25 | T | AT&T INC COM | 0.22% | Add +66.7% | 77,500 | $1.19M | $15.33 | |
| 26 | BX | BLACKSTONE INC COM | 0.22% | Add +9.8% | 14,000 | $1.17M | $83.64 | |
| 27 | JNJ | JOHNSON & JOHNSON COM | 0.20% | Reduce -0.8% | 6,400 | $1.05M | $163.28 | |
| 28 | VZ | VERIZON COMMUNICATIONS INC COM | 0.17% | Add +12.1% | 23,250 | $882K | $37.94 | |
| 29 | AEE | AMEREN CORP COM | 0.10% | - | 6,900 | $555K | No quote | No quote |
| 30 | BA | BOEING CO COM | 0.08% | Add +38.0% | 3,725 | $451K | $121.07 | |
| 31 | ED | CONSOLIDATED EDISON INC COM | 0.08% | - | 5,250 | $450K | No quote | No quote |
| 32 | KHC | KRAFT HEINZ CO COM | 0.07% | Add +6.8% | 11,750 | $391K | $33.28 | |
| 33 | BMY | BRISTOL-MYERS SQUIBB CO COM | 0.07% | Reduce -8.4% | 5,425 | $385K | $70.97 | |
| 34 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.07% | New | 21,561 | $369K | No quote | No quote |
| 35 | BP | BP PLC SPONSORED ADR | 0.07% | - | 12,750 | $364K | $28.55 | |
| 36 | DIS | DISNEY WALT CO COM | 0.06% | Add +43.5% | 3,300 | $311K | $94.24 | |
| 37 | PAYX | PAYCHEX INC COM | 0.04% | - | 2,000 | $224K | $112.00 | |
| 38 | XOM | EXXON MOBIL CORP COM | 0.04% | New | 2,375 | $207K | $87.16 | |
| 39 | PEP | PEPSICO INC COM | 0.04% | - | 1,250 | $204K | $163.20 | |
| 40 | WBD | WARNER BROS DISCOVERY INC COM | 0.04% | Add +0.6% | 16,584 | $190K | $11.46 | |
| 42 | KEYS | KEYSIGHT TECHNOLOGIES INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | NLY | ANNALY CAPITAL MANAGEMENT INC | - | Sold | 0 | $0 | No quote | No quote |