Wedgewood Partners, Inc. Current Portfolio, 13F Holdings (2025-05-15)

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	David Rolfe 13F
	Wedgewood Partners, Inc.

	Last update 2025-05-15	20 Stocks (1 new)
	Value $496.00 Mil	Turnover 9 %
	Countries: Top Holdings: TSM(9.29%)META(9.24%)GOOGL(8.26%)AAPL(7.06%)MSFT(7.04%) SEC Filings Portfolio Report

David Rolfe Profile

David Rolfe has been managing Wedgewood's portfolio for 18 years. He studied at University of Missouri and received a degree of B.S.B.A. in Finance/Economics in 1984.

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.

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