 | |
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 | +51.14% | +20.87% | 1,228,945.9 | Semiconductors | |
META | Meta Platforms Inc | 69,553 | 45,860.3 | -12.57% | 9.240 | -1.15% | 0.000 | +36.32% | +21.53% | 1,786,152.9 | Interactive Media | |
GOOGL | Alphabet Inc | 247,928 | 40,999.9 | +0.36% | 8.260 | +0.03% | 0.000 | +16.58% | -3.63% | 2,215,365.0 | Interactive Media | |
AAPL | Apple Inc | 165,093 | 35,054.2 | +0.75% | 7.060 | +0.05% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
MSFT | Microsoft Corp | 77,161 | 34,949.4 | +18.31% | 7.040 | +1.09% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
PYPL | PayPal Holdings Inc | 473,775 | 34,434.0 | +0.84% | 6.940 | +0.06% | 0.050 | +17.69% | -14.51% | 70,960.9 | Credit Services | |
V | Visa Inc | 89,688 | 31,970.2 | -26.00% | 6.440 | -1.96% | 0.000 | +3.51% | +10.17% | 677,903.7 | Credit Services | |
CPRT | Copart Inc | 488,407 | 30,486.4 | -0.01% | 6.140 | 0% | 0.050 | -24.07% | -20.02% | 44,382.4 | Business Services | |
BKNG | Booking Holdings Inc | 5,811 | 30,314.8 | -0.09% | 6.110 | 0% | 0.020 | +23.26% | +14.66% | 184,683.7 | Travel & Leisure | |
TSCO | Tractor Supply Co | 480,065 | 24,665.7 | +0.10% | 4.970 | 0% | 0.090 | +10.98% | +7.10% | 29,871.6 | 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 | $291.71 | -42.94% | 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 | $798.17 | 16.11% | New holding | 24,829 | 24,829 | |
EW | Edwards Lifesciences Corp | 2025-03-31 | Reduce Reduce | -2.15% | 67.95 ($71.57) 76.19 | $76.81 | 7.32% | Reduce -43.49% | 191,818 | -147,618 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -1.96% | 306.92 ($338.38) 362.71 | $347.02 | 2.55% | Reduce -26% | 89,688 | -31,511 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.15% | 576.36 ($645.17) 736.67 | $710.39 | 10.11% | 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 | $522.28 | 2.21% | 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 | $91.19 | 4.83% | Add 48.78% | 188,895 | 4,129 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.09% | 375.39 ($407.71) 447.2 | $505.82 | 24.06% | Add 18.31% | 77,161 | 11,942 | |
CDW | CDW Corp | 2025-03-31 | Add Add | +0.95% | 160.26 ($181.71) 206.13 | $175.77 | -3.27% | 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 | $161.35 | -11.24% | Add 43.49% | 82,371 | 24,965 |
David Rolfe Total Holding History ($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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