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 2026-08-14 from SEC 13F data.
Live quotes available for 18 of 22 rows. Rows without a quote are marked unavailable.
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.40% | Reduce -18.4% | 105,499 | $50.38M | $477.57 | |
| 2 | GOOGL | ALPHABET INC | 9.39% | Reduce -18.3% | 127,237 | $45.47M | $357.37 | |
| 3 | META | META PLATFORMS INC | 8.89% | Add +16.2% | 76,471 | $43.08M | $563.29 | |
| 4 | AAPL | APPLE INC | 7.81% | Reduce -3.3% | 130,682 | $37.81M | $289.36 | |
| 5 | MSFT | MICROSOFT CORP | 6.89% | Add +21.1% | 89,518 | $33.39M | $373.02 | |
| 6 | AMZN | AMAZON COM INC | 6.66% | Add +35.6% | 135,440 | $32.28M | $238.34 | |
| 7 | V | VISA INC | 6.32% | Add +7.4% | 89,188 | $30.6M | $343.09 | |
| 8 | MSI | MOTOROLA SOLUTIONS INC | 5.63% | Reduce -3.4% | 65,643 | $27.26M | $415.29 | |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 4.93% | Reduce -3.2% | 110,288 | $23.89M | $216.60 | |
| 10 | BKNG | BOOKING HOLDINGS INC | 4.91% | Reduce -3.3%25:1 split | 133,351 | $23.77M | $178.24 | |
| 11 | PGR | PROGRESSIVE CORP | 4.79% | Add +27.5% | 106,261 | $23.21M | $218.45 | |
| 12 | CB | CHUBB LIMITED | 4.79% | Add +26.3% | 68,039 | $23.18M | $340.74 | |
| 13 | URI | UNITED RENTALS INC | 3.91% | Reduce -33.6% | 16,732 | $18.96M | $1132.86 | |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | 3.28% | Reduce -3.2% | 172,645 | $15.9M | $92.09 | |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 3.08% | Reduce -3.4% | 165,208 | $14.94M | $90.46 | |
| 16 | TOL | TOLL BROTHERS INC | 3.08% | Add +2.6% | 90,562 | $14.92M | $164.75 | |
| 17 | SPGI | S&P GLOBAL INC | 2.63% | Reduce -3.2% | 31,339 | $12.76M | $407.26 | |
| 18 | CPRT | COPART INC | 2.61% | Reduce -3.2% | 447,748 | $12.62M | $28.19 | |
| 22 | ZTS | ZOETIS INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | TSCO | TRACTOR SUPPLY CO | - | Sold | 0 | $0 | No quote | No quote |
| 20 | IWF | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 19 | CDW | CDW CORP | - | Sold | 0 | $0 | No quote | No quote |