David Rolfe - Wedgewood Partners
As of Q1 2026, this manager reported 22 long-equity positions worth $484.29M in aggregate.
As of Q1 2026, David Rolfe's Wedgewood Partners held 22 long-equity positions with a reported value of $484.29M.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 32 of 42 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE INC | 9.98% | Reduce -1.3% | 356,885 | $58.85M | $164.90 | |
| 2 | MSI | MOTOROLA SOLUTIONS | 7.65% | Reduce -1.6% | 157,713 | $45.13M | $286.13 | |
| 3 | V | VISA INC CLASS A | 7.15% | Reduce -1.6% | 187,058 | $42.17M | $225.45 | |
| 4 | TSCO | TRACTOR SUPPLY COMP | 6.78% | Reduce -3.1% | 169,999 | $39.96M | $235.04 | |
| 5 | META | META PLATFORMS INC CLASS A | 6.69% | Add +16.3% | 186,239 | $39.47M | $211.94 | |
| 6 | GOOGL | ALPHABET INC. CLASS A | 6.25% | Add +11.9% | 355,124 | $36.84M | $103.73 | |
| 7 | UNH | UNITEDHEALTH GRP INC | 6.03% | Add +24.1% | 75,228 | $35.55M | $472.58 | |
| 8 | CDW | CDW CORP | 5.81% | Reduce -1.7% | 175,926 | $34.29M | $194.88 | |
| 9 | MSFT | MICROSOFT CORP | 5.80% | Reduce -11.2% | 118,615 | $34.2M | $288.29 | |
| 10 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 5.33% | Add +12.6% | 338,110 | $31.45M | $93.02 | |
| 11 | CPRT | COPART INC | 4.81% | Reduce -1.6% | 377,202 | $28.37M | $75.21 | |
| 12 | EW | EDWARDS LIFESCIENCES | 4.63% | Reduce -1.1% | 330,070 | $27.31M | $82.73 | |
| 13 | PYPL | PAYPAL HOLDINGS INCORPOR | 4.26% | Add +6.5% | 330,436 | $25.09M | $75.94 | |
| 14 | BKNG | BOOKING HOLDINGS INC | 4.00% | Add +1.8% | 8,904 | $23.62M | $2652.29 | |
| 15 | ODFL | OLD DOMINION FREIGHT | 3.20% | Reduce -1.5% | 55,404 | $18.88M | $340.84 | |
| 16 | POOL | POOL CORP | 2.59% | Add +49.5% | 44,631 | $15.28M | $342.43 | |
| 17 | SPGI | S&P GLOBAL INC | 2.26% | Reduce -0.8% | 38,714 | $13.35M | $344.76 | |
| 18 | TPL | TEXAS PACIFIC LAND CORP | 2.05% | Reduce -16.1% | 7,109 | $12.09M | No quote | No quote |
| 19 | GOOG | ALPHABET INC. CLASS C | 1.45% | Add +2.0% | 82,177 | $8.55M | $104.00 | |
| 20 | BRK-B | BERKSHIRE HATHAWAY CL B | 1.05% | - | 19,975 | $6.17M | $308.74 | |
| 21 | FRCB | FIRST REPUBLIC BANK | 0.48% | Add +9.6% | 201,834 | $2.82M | No quote | No quote |
| 22 | USB | US BANCORP DEL COM NEW | 0.31% | Add +41.9% | 50,450 | $1.82M | $36.04 | |
| 23 | T | AT&T INC COM | 0.25% | Reduce -0.3% | 76,875 | $1.48M | $19.24 | |
| 24 | BX | BLACKSTONE INC COM | 0.24% | Add +4.9% | 16,000 | $1.41M | $87.81 | |
| 25 | VZ | VERIZON COMMUNICATIONS INC COM | 0.14% | Add +2.0% | 21,175 | $823K | $38.87 | |
| 26 | JNJ | JOHNSON & JOHNSON COM | 0.13% | Reduce -13.3% | 4,875 | $755K | $154.87 | |
| 27 | AEE | AMEREN CORP COM | 0.10% | - | 6,900 | $596K | No quote | No quote |
| 28 | BA | BOEING CO | 0.10% | Reduce -13.9% | 2,775 | $589K | $212.25 | |
| 29 | PGR | PROGRESSIVE CO OHIO | 0.08% | Reduce -97.5% | 3,500 | $500K | $142.86 | |
| 30 | ED | CONSOLIDATED EDISON INC COM | 0.06% | Reduce -23.8% | 4,000 | $382K | No quote | No quote |
| 31 | BP | BP PLC SPONSORED ADR | 0.05% | Reduce -15.2% | 8,375 | $317K | $37.85 | |
| 32 | KHC | KRAFT HEINZ CO COM | 0.05% | Reduce -13.5% | 8,000 | $309K | $38.63 | |
| 33 | DIS | DISNEY WALT CO COM | 0.05% | - | 3,050 | $305K | $100.00 | |
| 34 | NLY | ANNALY CAPITAL MANAGEMENT INC | 0.05% | Reduce -13.9% | 15,687 | $299K | No quote | No quote |
| 35 | WBD | WARNER BROS DISCOVERY INC COM | 0.04% | Reduce -9.6% | 16,353 | $246K | $15.04 | |
| 36 | PAYX | PAYCHEX INC COM | 0.04% | - | 2,000 | $229K | $114.50 | |
| 37 | F | FORD MTR CO DEL COM | 0.03% | Add +26.5% | 15,625 | $196K | $12.54 | |
| 42 | TPR | TAPESTRY INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 41 | SBUX | STARBUCKS CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 40 | QQQ | INVESCO QQQ TR UNIT SER 1 | - | Sold | 0 | $0 | No quote | No quote |
| 39 | - | COLLATERAL DELV TO COMPUTERSHACUSIP L0C990030 | 0.00% | New | 80,642 | $0 | No quote | No quote |
| 38 | BMY | BRISTOL-MYERS SQUIBB CO COM | - | Sold | 0 | $0 | No quote | No quote |