 | |
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 | +4.53% | +11.05% | 4,230,843.6 | 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 | +15.62% | +40.43% | 2,202,227.0 | Semiconductors | |
META | Meta Platforms Inc | 65,805 | 37,649.1 | -4.82% | 7.770 | -0.41% | 0.000 | -3.65% | -2.29% | 1,634,262.3 | Interactive Media | |
AAPL | Apple Inc | 135,128 | 34,294.2 | -5.45% | 7.080 | -0.40% | 0.000 | +23.25% | +20.78% | 4,813,634.1 | Hardware | |
MSI | Motorola Solutions Inc | 67,941 | 29,484.3 | -5.27% | 6.090 | -0.27% | 0.040 | -8.53% | +6.59% | 67,440.7 | Hardware | |
MSFT | Microsoft Corp | 73,919 | 27,362.7 | -4.62% | 5.650 | -0.32% | 0.000 | -6.02% | -17.39% | 2,954,659.9 | Software | |
V | Visa Inc | 83,010 | 25,089.0 | -4.75% | 5.180 | -0.27% | 0.000 | +15.04% | +1.88% | 676,678.5 | Credit Services | |
BKNG | Booking Holdings Inc | 137,925 | 23,229.8 | -5.16% | 4.800 | -0.30% | 0.000 | -5.77% | -15.85% | 139,013.2 | Travel & Leisure | |
ODFL | Old Dominion Freight Line Inc | 113,941 | 22,264.2 | -5.09% | 4.600 | -0.18% | 0.050 | +4.75% | +50.14% | 48,828.9 | Transportation | |
AMZN | Amazon.com Inc | 99,907 | 20,807.6 | +71.47% | 4.300 | +1.79% | 0.000 | -0.94% | +7.25% | 2,662,922.4 | 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 | $205.90 | -0.24% | 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 | $424.61 | 23.39% | 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 | $147.20 | 0.25% | 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 | $55.85 | 15.73% | Sold Out | 0 | -215,900 | |
AMZN | Amazon.com Inc | 2026-03-31 | Add Add | +1.79% | 198.79 ($220.17) 247.38 | $247.55 | 12.44% | 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 | $121.33 | 6.90% | Reduce -95.64% | 524 | -11,495 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -0.48% | 273.5 ($314.21) 343.69 | $347.15 | 10.48% | Reduce -5.01% | 155,701 | -8,212 | |
META | Meta Platforms Inc | 2026-03-31 | Reduce Reduce | -0.41% | 525.72 ($640.86) 738.31 | $643.81 | 0.46% | Reduce -4.82% | 65,805 | -3,330 | |
AAPL | Apple Inc | 2026-03-31 | Reduce Reduce | -0.40% | 246.63 ($260.25) 278.12 | $327.74 | 25.93% | Reduce -5.45% | 135,128 | -7,792 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -0.32% | 356.77 ($418.44) 483.47 | $397.75 | -4.94% | Reduce -4.62% | 73,919 | -3,577 |
David Rolfe Total Holding History ($B)
David Rolfe's Asset Allocation
David Rolfe Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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