 | |
David Rolfe13F | |
| Wedgewood Partners, Inc. | |
| Last update 2026-05-15 | 22 Stocks (2 new) |
| Value $484.00 Mil | Turnover 8 % |
David Rolfe Investing Philosophy
Wedgewood's underlying equity investment philosophy is predicated on a strong belief that significant long-term wealth will be created by investing as "owners" in companies. In its "Invest as Business Owners" approach, the firm seeks companies that have the following characteristics: 1. A dominant product or service that is practically irreplaceable or lacks substitutes. 2. A sustainable and consistent level of growing revenues, earnings and dividends. 3. A high level of profitability, measured by return on equity without the use of excessive debt. 4. A strong management team that is shareholder oriented.
David Rolfe Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 155,701 | 44,773.2 | -5.01% | 9.250 | -0.48% | 0.000 | -10.92% | +13.34% | 4,328,478.5 | Interactive Media | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 129,353 | 43,714.9 | -29.95% | 9.030 | -3.14% | 0.000 | +1.66% | +38.92% | 2,178,524.9 | Semiconductors | |
META | Meta Platforms Inc | 65,805 | 37,649.1 | -4.82% | 7.770 | -0.41% | 0.000 | -3.92% | -10.14% | 1,508,378.4 | Interactive Media | |
AAPL | Apple Inc | 135,128 | 34,294.2 | -5.45% | 7.080 | -0.40% | 0.000 | +9.11% | +15.47% | 4,572,794.4 | Hardware | |
MSI | Motorola Solutions Inc | 67,941 | 29,484.3 | -5.27% | 6.090 | -0.27% | 0.040 | +8.25% | +22.66% | 77,376.6 | Hardware | |
MSFT | Microsoft Corp | 73,919 | 27,362.7 | -4.62% | 5.650 | -0.32% | 0.000 | +19.08% | +3.85% | 3,712,698.5 | Software | |
V | Visa Inc | 83,010 | 25,089.0 | -4.75% | 5.180 | -0.27% | 0.000 | +13.06% | +3.79% | 671,143.3 | Credit Services | |
BKNG | Booking Holdings Inc | 137,925 | 23,229.8 | -5.16% | 4.800 | -0.30% | 0.000 | +25.50% | +0.58% | 161,111.0 | Travel & Leisure | |
ODFL | Old Dominion Freight Line Inc | 113,941 | 22,264.2 | -5.09% | 4.600 | -0.18% | 0.050 | +9.35% | +38.31% | 44,851.2 | Transportation | |
AMZN | Amazon.com Inc | 99,907 | 20,807.6 | +71.47% | 4.300 | +1.79% | 0.000 | +1.22% | +18.92% | 2,960,627.3 | Retail - Cyclical |
David Rolfe's Historical Top Holdings Breakdowns
David Rolfe's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 2026-03-31 | New Buy New Buy | +3.41% | 198.24 ($206.39) 216.5 | $215.33 | 4.33% | New holding | 83,352 | 83,352 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2026-03-31 | Reduce Reduce | -3.14% | 316.5 ($344.13) 387.73 | $420.04 | 22.06% | Reduce -29.95% | 129,353 | -55,308 | |
TOL | Toll Brothers Inc | 2026-03-31 | New Buy New Buy | +2.49% | 130.46 ($146.83) 166.12 | $155.09 | 5.63% | New holding | 88,275 | 88,275 | |
PYPL | PayPal Holdings Inc | 2026-03-31 | Sold Out Sold Out | -2.35% | 39.08 ($48.26) 59.81 | $59.07 | 22.40% | Sold Out | 0 | -215,900 | |
AMZN | Amazon.com Inc | 2026-03-31 | Add Add | +1.79% | 198.79 ($220.17) 247.38 | $274.48 | 24.67% | Add 71.47% | 99,907 | 41,641 | |
IWF | iShares Russell 1000 Growth ETF | 2026-03-31 | Reduce Reduce | -1.01% | 102.73 ($113.5) 119.31 | $124.60 | 9.78% | Reduce -95.64% | 524 | -11,495 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.48% | 273.5 ($314.21) 343.69 | $354.30 | 12.76% | Reduce -5.01% | 155,701 | -8,212 | |
META | Meta Platforms Inc | 2026-03-31 | Reduce Reduce | -0.41% | 525.72 ($640.86) 738.31 | $592.10 | -7.61% | Reduce -4.82% | 65,805 | -3,330 | |
AAPL | Apple Inc | 2026-03-31 | Reduce Reduce | -0.40% | 246.63 ($260.25) 278.12 | $313.33 | 20.40% | Reduce -5.45% | 135,128 | -7,792 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -0.32% | 356.77 ($418.44) 483.47 | $499.99 | 19.49% | Reduce -4.62% | 73,919 | -3,577 |
David Rolfe Total Holding History ($B)
David Rolfe's Asset Allocation
David Rolfe Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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David Rolfe's Hypothetical Growth since 2026-03-31
David Rolfe's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
David Rolfe's Holdings Heat Map
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David Rolfe's Holdings Bubble Chart
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