 | |
David Rolfe13F | |
| Wedgewood Partners, Inc. | |
| Last update 2026-08-14 | 19 Stocks (0 new) |
| Value $484.00 Mil | Turnover 7 % |
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 2026-06-30
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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
| 105,499 | 50,383.1 | -18.44% | 10.400 | -1.67% | 0.000 | +3.70% | +46.05% | 2,290,241.4 | Semiconductors | |
GOOGL | Alphabet Inc | 127,237 | 45,470.6 | -18.28% | 9.390 | -1.69% | 0.000 | -6.72% | +8.41% | 4,124,369.4 | Interactive Media | |
META | Meta Platforms Inc | 76,471 | 43,075.5 | +16.21% | 8.890 | +1.24% | 0.000 | +5.47% | -6.39% | 1,571,403.7 | Interactive Media | |
AAPL | Apple Inc | 130,682 | 37,814.2 | -3.29% | 7.810 | -0.23% | 0.000 | +4.94% | +16.61% | 4,614,095.9 | Hardware | |
MSFT | Microsoft Corp | 89,518 | 33,391.9 | +21.10% | 6.890 | +1.20% | 0.000 | +19.87% | +2.51% | 3,658,094.0 | Software | |
AMZN | Amazon.com Inc | 135,440 | 32,280.8 | +35.57% | 6.660 | +1.75% | 0.000 | +4.83% | +11.37% | 2,772,783.7 | Retail - Cyclical | |
V | Visa Inc | 89,188 | 30,599.3 | +7.44% | 6.320 | +0.44% | 0.000 | +15.43% | +5.65% | 692,972.0 | Credit Services | |
MSI | Motorola Solutions Inc | 65,643 | 27,261.0 | -3.38% | 5.630 | -0.21% | 0.040 | +14.11% | +21.42% | 76,592.2 | Hardware | |
ODFL | Old Dominion Freight Line Inc | 110,288 | 23,888.3 | -3.21% | 4.930 | -0.15% | 0.050 | -24.12% | +19.86% | 38,805.8 | Transportation | |
BKNG | Booking Holdings Inc | 133,351 | 23,768.4 | -3.32% | 4.910 | -0.16% | 0.020 | +12.34% | -14.48% | 136,999.2 | Travel & Leisure |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSCO | Tractor Supply Co | 2026-06-30 | Sold Out Sold Out | -4.27% | 29.14 ($34.74) 45.64 | $35.30 | 1.63% | Sold Out | 0 | -456,094 | |
CDW | CDW Corp | 2026-06-30 | Sold Out Sold Out | -3.62% | 99.3 ($125.51) 142.44 | $144.40 | 15.05% | Sold Out | 0 | -144,870 | |
ZTS | Zoetis Inc | 2026-06-30 | Sold Out Sold Out | -2.77% | 71.86 ($94.52) 122.72 | $74.12 | -21.58% | Sold Out | 0 | -113,541 | |
AMZN | Amazon.com Inc | 2026-06-30 | Add Add | +1.75% | 208.27 ($250.33) 274.99 | $257.06 | 2.69% | Add 35.57% | 135,440 | 35,533 | |
GOOGL | Alphabet Inc | 2026-06-30 | Reduce Reduce | -1.69% | 287.56 ($358.82) 402.62 | $338.66 | -5.62% | Reduce -18.28% | 127,237 | -28,464 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2026-06-30 | Reduce Reduce | -1.67% | 337.95 ($404.71) 477.57 | $441.58 | 9.11% | Reduce -18.44% | 105,499 | -23,854 | |
URI | United Rentals Inc | 2026-06-30 | Reduce Reduce | -1.27% | 728.56 ($947.85) 1139.51 | $1,018.83 | 7.49% | Reduce -33.58% | 16,732 | -8,460 | |
META | Meta Platforms Inc | 2026-06-30 | Add Add | +1.24% | 542.87 ($610.86) 688.55 | $616.84 | 0.98% | Add 16.21% | 76,471 | 10,666 | |
MSFT | Microsoft Corp | 2026-06-30 | Add Add | +1.20% | 352.83 ($404.05) 460.52 | $492.64 | 21.92% | Add 21.1% | 89,518 | 15,599 | |
PGR | Progressive Corp | 2026-06-30 | Add Add | +1.03% | 190.4 ($201.49) 224.34 | $215.65 | 7.03% | Add 27.48% | 106,261 | 22,909 |
David Rolfe Total Holding History ($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 2026-06-30
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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