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 2026-05-10 from SEC 13F data.
Live quotes available for 33 of 41 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | APPLE INC | 10.32% | Reduce -7.5% | 329,962 | $64M | $193.97 | |
| 2 | META | META PLATFORMS INC CLASS A | 7.74% | Reduce -10.2% | 167,265 | $48M | $286.97 | |
| 3 | MSI | MOTOROLA SOLUTIONS | 7.14% | Reduce -4.2% | 151,095 | $44.31M | $293.27 | |
| 4 | V | VISA INC CLASS A | 6.76% | Reduce -5.6% | 176,665 | $41.95M | $237.48 | |
| 5 | GOOGL | ALPHABET INC. CLASS A | 6.61% | Reduce -3.6% | 342,458 | $40.99M | $119.70 | |
| 6 | MSFT | MICROSOFT CORP | 6.24% | Reduce -4.3% | 113,575 | $38.68M | $340.53 | |
| 7 | TSCO | TRACTOR SUPPLY COMP | 5.75% | Reduce -5.0% | 161,455 | $35.7M | $221.10 | |
| 8 | UNH | UNITEDHEALTH GRP INC | 5.69% | Reduce -2.4% | 73,417 | $35.29M | $480.62 | |
| 9 | TSM | TAIWAN SEMICONDUCTR F SPONSORE | 5.50% | Reduce -0.0% | 338,042 | $34.11M | $100.92 | |
| 10 | CPRT | COPART INC | 5.28% | Reduce -4.8% | 359,006 | $32.74M | $91.20 | |
| 11 | PYPL | PAYPAL HOLDINGS INCORPOR | 5.19% | Add +46.1% | 482,868 | $32.22M | $66.73 | |
| 12 | CDW | CDW CORP | 5.12% | Reduce -1.7% | 172,984 | $31.74M | $183.49 | |
| 13 | EW | EDWARDS LIFESCIENCES | 4.79% | Reduce -4.5% | 315,173 | $29.73M | $94.33 | |
| 14 | BKNG | BOOKING HOLDINGS INC | 3.98% | Add +2.6% | 9,133 | $24.66M | $2700.21 | |
| 15 | ODFL | OLD DOMINION FREIGHT | 3.34% | Add +1.1% | 56,012 | $20.71M | $369.72 | |
| 16 | POOL | POOL CORP | 2.70% | Add +0.2% | 44,738 | $16.76M | $374.63 | |
| 17 | SPGI | S&P GLOBAL INC | 2.39% | Reduce -4.5% | 36,980 | $14.82M | $400.87 | |
| 18 | TPL | TEXAS PACIFIC LAND CORP | 1.45% | Reduce -4.2% | 6,813 | $8.97M | No quote | No quote |
| 19 | GOOG | ALPHABET INC. CLASS C | 1.36% | Reduce -15.3% | 69,627 | $8.42M | $120.96 | |
| 20 | BRK-B | BERKSHIRE HATHAWAY CL B | 1.06% | Reduce -3.4% | 19,300 | $6.58M | $340.98 | |
| 21 | USB | US BANCORP DEL COM NEW | 0.33% | Add +22.4% | 61,775 | $2.04M | $33.04 | |
| 22 | BX | BLACKSTONE INC COM | 0.25% | Add +4.7% | 16,750 | $1.56M | $92.96 | |
| 23 | T | AT&T INC COM | 0.19% | Reduce -1.6% | 75,625 | $1.21M | $15.95 | |
| 24 | JNJ | JOHNSON & JOHNSON COM | 0.13% | Add +0.6% | 4,905 | $811K | $165.34 | |
| 25 | VZ | VERIZON COMMUNICATIONS INC COM | 0.13% | Add +0.5% | 21,290 | $791K | $37.15 | |
| 26 | BA | BOEING CO | 0.09% | - | 2,775 | $585K | $210.81 | |
| 27 | AEE | AMEREN CORP COM | 0.09% | - | 6,900 | $563K | No quote | No quote |
| 28 | PEP | PEPSICO INC COM | 0.05% | New | 1,750 | $324K | $185.14 | |
| 29 | VEA | VANGUARD DEVELOPED MARKETSINDE | 0.05% | New | 6,493 | $299K | $46.05 | |
| 30 | DIS | DISNEY WALT CO COM | 0.05% | Add +8.2% | 3,300 | $294K | $89.09 | |
| 31 | KHC | KRAFT HEINZ CO COM | 0.05% | - | 8,000 | $284K | $35.50 | |
| 32 | ED | CONSOLIDATED EDISON INC COM | 0.04% | Reduce -31.3% | 2,750 | $248K | No quote | No quote |
| 33 | BP | BP PLC SPONSORED ADR | 0.04% | Reduce -17.9% | 6,875 | $242K | $35.20 | |
| 34 | F | FORD MTR CO DEL COM | 0.04% | - | 15,625 | $236K | $15.10 | |
| 35 | AMZN | AMAZON COM INC COM | 0.03% | New | 1,600 | $208K | $130.00 | |
| 36 | WBD | WARNER BROS DISCOVERY INC COM | 0.03% | Add +0.4% | 16,422 | $205K | $12.48 | |
| 41 | PGR | PROGRESSIVE CO OHIO | - | Sold | 0 | $0 | No quote | No quote |
| 40 | PAYX | PAYCHEX INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 39 | FRCB | FIRST REPUBLIC BANK | - | Sold | 0 | $0 | No quote | No quote |
| 38 | - | COLLATERAL DELV TO COMPUTERSHACUSIP L0C990030 | - | Sold | 0 | $0 | No quote | No quote |
| 37 | NLY | ANNALY CAPITAL MANAGEMENT INC | - | Sold | 0 | $0 | No quote | No quote |