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.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 35 of 43 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE INC | 8.63% | Add +0.3% | 361,702 | $47M | $129.93 | |
| 2 | MSI | MOTOROLA SOLUTIONS | 7.59% | Reduce -0.7% | 160,213 | $41.29M | $257.71 | |
| 3 | V | VISA INC CLASS A | 7.25% | Reduce -0.6% | 190,076 | $39.49M | $207.75 | |
| 4 | TSCO | TRACTOR SUPPLY COMP | 7.25% | Reduce -0.5% | 175,465 | $39.47M | $224.97 | |
| 5 | UNH | UNITEDHEALTH GRP INC | 5.90% | Reduce -0.4% | 60,622 | $32.14M | $530.17 | |
| 6 | MSFT | MICROSOFT CORP | 5.89% | Reduce -3.2% | 133,584 | $32.04M | $239.81 | |
| 7 | CDW | CDW CORP | 5.87% | Reduce -0.8% | 178,924 | $31.95M | $178.58 | |
| 8 | GOOGL | ALPHABET INC. CLASS A | 5.14% | Reduce -1.2% | 317,379 | $28M | $88.23 | |
| 9 | EW | EDWARDS LIFESCIENCES | 4.57% | Add +0.6% | 333,760 | $24.9M | $74.61 | |
| 10 | CPRT | COPART INC | 4.29% | Reduce -0.2%2:1 split | 383,316 | $23.34M | $60.89 | |
| 11 | FRCB | FIRST REPUBLIC BANK | 4.12% | Add +22.0% | 184,096 | $22.44M | No quote | No quote |
| 12 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 4.11% | Add +1.3% | 300,283 | $22.37M | $74.49 | |
| 13 | PYPL | PAYPAL HOLDINGS INCORPOR | 4.06% | Reduce -0.6% | 310,249 | $22.1M | $71.22 | |
| 14 | TPL | TEXAS PACIFIC LAND CORP | 3.65% | Reduce -19.1% | 8,473 | $19.86M | No quote | No quote |
| 15 | META | META PLATFORMS INC CLASS A | 3.54% | Reduce -20.4% | 160,091 | $19.26M | $120.33 | |
| 16 | PGR | PROGRESSIVE CO OHIO | 3.36% | Reduce -20.9% | 141,210 | $18.32M | $129.70 | |
| 17 | BKNG | BOOKING HOLDINGS INC | 3.24% | Reduce -5.7% | 8,743 | $17.62M | $2015.10 | |
| 18 | ODFL | OLD DOMINION FREIGHT | 2.93% | Add +0.2% | 56,249 | $15.96M | $283.77 | |
| 19 | SPGI | S&P GLOBAL INC | 2.40% | Reduce -0.7% | 39,034 | $13.07M | $334.91 | |
| 20 | POOL | POOL CORP | 1.66% | Reduce -1.2% | 29,848 | $9.02M | $302.30 | |
| 21 | GOOG | ALPHABET INC. CLASS C | 1.31% | - | 80,530 | $7.15M | $88.72 | |
| 22 | BRK/B | BERKSHIRE HATHAWAY CL BCUSIP 084670702 | 1.13% | Add +3.1% | 19,975 | $6.17M | No quote | No quote |
| 23 | USB | US BANCORP DEL COM NEW | 0.28% | Reduce -3.4% | 35,555 | $1.55M | $43.59 | |
| 24 | T | AT&T INC COM | 0.26% | Reduce -0.6% | 77,075 | $1.42M | $18.40 | |
| 25 | BX | BLACKSTONE INC COM | 0.21% | Add +8.9% | 15,250 | $1.13M | $74.16 | |
| 26 | JNJ | JOHNSON & JOHNSON COM | 0.18% | Reduce -12.1% | 5,625 | $993K | $176.53 | |
| 27 | VZ | VERIZON COMMUNICATIONS INC COM | 0.15% | Reduce -10.8% | 20,750 | $817K | $39.37 | |
| 28 | QQQ | INVESCO QQQ TR UNIT SER 1 | 0.14% | New | 2,825 | $752K | $266.19 | |
| 29 | BA | BOEING CO COM | 0.11% | Reduce -13.4% | 3,225 | $614K | $190.39 | |
| 30 | AEE | AMEREN CORP COM | 0.11% | - | 6,900 | $613K | No quote | No quote |
| 31 | SBUX | STARBUCKS CORP COM | 0.10% | Reduce -78.0% | 5,595 | $555K | $99.20 | |
| 32 | ED | CONSOLIDATED EDISON INC COM | 0.09% | - | 5,250 | $500K | No quote | No quote |
| 33 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.07% | Reduce -15.5% | 18,211 | $383K | No quote | No quote |
| 34 | KHC | KRAFT HEINZ CO COM | 0.07% | Reduce -21.3% | 9,250 | $376K | $40.65 | |
| 35 | BP | BP PLC SPONSORED ADR | 0.06% | Reduce -22.6% | 9,870 | $344K | $34.85 | |
| 36 | BMY | BRISTOL-MYERS SQUIBB CO COM | 0.06% | Reduce -23.0% | 4,175 | $300K | $71.86 | |
| 37 | DIS | DISNEY WALT CO COM | 0.05% | Reduce -7.6% | 3,050 | $264K | $86.56 | |
| 38 | PAYX | PAYCHEX INC COM | 0.04% | - | 2,000 | $231K | $115.50 | |
| 39 | TPR | TAPESTRY INC COM | 0.04% | New | 5,750 | $218K | $37.91 | |
| 40 | WBD | WARNER BROS DISCOVERY INC COM | 0.03% | Add +9.0% | 18,084 | $171K | $9.46 | |
| 41 | F | FORD MTR CO DEL COM | 0.03% | New | 12,350 | $143K | $11.58 | |
| 43 | PEP | PEPSICO INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 42 | XOM | EXXON MOBIL CORP COM | - | Sold | 0 | $0 | No quote | No quote |