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David Rolfe | |
| Wedgewood Partners, Inc. | |
| Last update 2021-08-13 | 40 Stocks (2 new) |
| Value $690.00 Mil | Turnover 3 % |
| Guru Portfolio Report Download | |
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.
Wedgewood Partners, Inc. has disclosed 40 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-06-30. The current portfolio value is calculated to be $690.00 Mil. The turnover rate is 3%.
In David Rolfe's current portfolio as of 2021-06-30, the top 5 holdings are
Alphabet Inc (GOOGL), Apple Inc (AAPL), Facebook Inc (FB), Edwards Lifesciences Corp (EW), PayPal Holdings Inc (PYPL), not including call and put options.
David Rolfe did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for David Rolfe, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for David Rolfe, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for David Rolfe.
David Rolfe's Top Stock Picks
View Full List
| Ticker | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares |
|---|
Add to your portfolio
David Rolfe Total Holding History ($B)
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David Rolfe's Asset Allocation
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David Rolfe Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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David Rolfe's Hypothetical Growth since 2021-06-30
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David Rolfe's Yearly Returns
| Year | Portfolio % | S&P500 % | Excess Gain % |
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David Rolfe's Holdings Heat Map
David Rolfe's Holdings Bubble Chart
Commentaries and Stories
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