 | |
David Rolfe13F | |
| Wedgewood Partners, Inc. | |
| Last update 2025-05-15 | 20 Stocks (1 new) |
| Value $496.00 Mil | Turnover 9 % |
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 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 236,813 | 46,121.6 | -0.01% | 9.290 | 0% | 0.000 | +51.28% | +21.35% | 1,233,873.1 | Semiconductors | |
META | Meta Platforms Inc | 69,553 | 45,860.3 | -12.57% | 9.240 | -1.15% | 0.000 | +37.13% | +21.96% | 1,792,438.8 | Interactive Media | |
GOOGL | Alphabet Inc | 247,928 | 40,999.9 | +0.36% | 8.260 | +0.03% | 0.000 | +22.62% | +0.74% | 2,312,935.0 | Interactive Media | |
AAPL | Apple Inc | 165,093 | 35,054.2 | +0.75% | 7.060 | +0.05% | 0.000 | +5.02% | -14.10% | 3,205,078.9 | Hardware | |
MSFT | Microsoft Corp | 77,161 | 34,949.4 | +18.31% | 7.040 | +1.09% | 0.000 | +35.14% | +20.28% | 3,753,583.3 | Software | |
PYPL | PayPal Holdings Inc | 473,775 | 34,434.0 | +0.84% | 6.940 | +0.06% | 0.050 | +23.12% | -9.90% | 74,787.8 | Credit Services | |
V | Visa Inc | 89,688 | 31,970.2 | -26.00% | 6.440 | -1.96% | 0.000 | +6.56% | +12.93% | 694,860.1 | Credit Services | |
CPRT | Copart Inc | 488,407 | 30,486.4 | -0.01% | 6.140 | 0% | 0.050 | -23.46% | -18.58% | 45,180.1 | Business Services | |
BKNG | Booking Holdings Inc | 5,811 | 30,314.8 | -0.09% | 6.110 | 0% | 0.020 | +21.86% | +16.28% | 187,285.8 | Travel & Leisure | |
TSCO | Tractor Supply Co | 480,065 | 24,665.7 | +0.10% | 4.970 | 0% | 0.090 | +16.97% | +12.29% | 31,319.1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -4.49% | 461.52 ($511.2) 548.18 | $288.83 | -43.50% | Reduce -81.4% | 10,302 | -45,082 | |
URI | United Rentals Inc | 2025-03-31 | New Buy New Buy | +3.57% | 594.17 ($687.44) 789.56 | $803.41 | 16.87% | New holding | 24,829 | 24,829 | |
EW | Edwards Lifesciences Corp | 2025-03-31 | Reduce Reduce | -2.15% | 67.95 ($71.57) 76.19 | $77.03 | 7.63% | Reduce -43.49% | 191,818 | -147,618 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -1.96% | 306.92 ($338.38) 362.71 | $355.70 | 5.12% | Reduce -26% | 89,688 | -31,511 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.15% | 576.36 ($645.17) 736.67 | $712.89 | 10.50% | Reduce -12.57% | 69,553 | -10,004 | |
SPGI | S&P Global Inc | 2025-03-31 | Add Add | +1.11% | 478.26 ($510.97) 543.77 | $525.32 | 2.81% | Add 45.94% | 34,091 | 10,731 | |
ORLY | O'Reilly Automotive Inc | 2025-03-31 | Add Add | +1.10% | 79.18 ($86.99) 95.51 | $94.80 | 8.98% | Add 48.78% | 188,895 | 4,129 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.09% | 375.39 ($407.71) 447.2 | $505.02 | 23.87% | Add 18.31% | 77,161 | 11,942 | |
CDW | CDW Corp | 2025-03-31 | Add Add | +0.95% | 160.26 ($181.71) 206.13 | $181.97 | 0.14% | Add 27.44% | 115,264 | 24,817 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | Add Add | +0.86% | 161.13 ($181.79) 209.29 | $167.65 | -7.78% | Add 43.49% | 82,371 | 24,965 |
David Rolfe Total Holding History ($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 2025-03-31
David Rolfe's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
David Rolfe's Holdings Heat Map
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David Rolfe's Holdings Bubble Chart
David Rolfe News
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