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← David Rolfe

David Rolfe's 2025Q3 portfolio

David Rolfe (Wedgewood Partners) held 17 positions as of Sep 30, 2025, with the largest position at 9.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2025 (17)

  1. 1TSMTaiwan Semiconductor-sp Adr
    % port
    9.6%
    +0.5pp vs prior Qnow 9.0%
  2. 2METAMeta Platforms Inc-class A
    % port
    9.5%
    -0.8pp vs prior Qnow 7.8%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    9.2%
    +1.6pp vs prior Q
  4. 4AAPLApple Inc
    % port
    7.8%
    +1.4pp vs prior Qnow 7.1%
  5. 5MSFTMicrosoft Corp
    % port
    7.5%
    -0.5pp vs prior Qnow 5.7%
  6. 6BKNGBooking Holdings Inc
    % port
    5.8%
    -0.2pp vs prior Qnow 4.8%
  7. 7VVisa Inc-class A Shares
    % port
    5.6%
    -0.1pp vs prior Qnow 5.2%
  8. 8TSCOTractor Supply Company
    % port
    5.1%
    -0.4pp vs prior Qnow 4.3%
  9. 9MSIMotorola Solutions Inc
    % port
    4.8%
    now 6.1%
  10. 10URIUnited Rentals Inc
    % port
    4.7%
    +0.3pp vs prior Qnow 3.8%
  11. 11CPRTCopart Inc
    % port
    4.1%
    -0.2pp vs prior Qnow 3.2%
  12. 12ORLYO'reilly Automotive Inc
    % port
    3.8%
    +0.1pp vs prior Qnow 3.4%
  13. 13CDWCdw Corp/de
    % port
    3.5%
    -0.4pp vs prior Qnow 3.6%
  14. 14ZTSZoetis Inc
    % port
    3.4%
    -0.2pp vs prior Qnow 2.8%
  15. 15SPGIS&p Global Inc
    % port
    3.1%
    -0.6pp vs prior Qnow 2.8%
  16. 16EWEdwards Lifesciences Corp
    % port
    2.6%
    -0.1pp vs prior Qnow 2.8%
  17. 17ODFLOld Dominion Freight Line
    % port
    2.3%
    -0.1pp vs prior Qnow 4.6%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.