David Rolfe's 2025Q4 portfolio

David Rolfe (Wedgewood Partners) held 20 positions as of Dec 31, 2025, with the largest position at 10.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (20)

1TSMTaiwan Semiconductor-sp Adr
% port
10.5%
+0.8pp vs prior Qnow 9.0%
2GOOGLAlphabet Inc-cl A
% port
9.6%
+0.4pp vs prior Qnow 9.2%
3METAMeta Platforms Inc-class A
% port
8.5%
-0.9pp vs prior Qnow 7.8%
4AAPLApple Inc
% port
7.3%
-0.5pp vs prior Qnow 7.1%
5MSFTMicrosoft Corp
% port
7.0%
-0.5pp vs prior Qnow 5.7%
6BKNGBooking Holdings Inc
% port
5.8%
now 4.8%
7VVisa Inc-class A Shares
% port
5.7%
+0.2pp vs prior Qnow 5.2%
8MSIMotorola Solutions Inc
% port
5.1%
+0.3pp vs prior Qnow 6.1%
9TSCOTractor Supply Company
% port
4.5%
-0.6pp vs prior Qnow 4.3%
10URIUnited Rentals Inc
% port
4.0%
-0.7pp vs prior Qnow 3.8%
11CDWCdw Corp/de
% port
3.9%
+0.4pp vs prior Qnow 3.6%
12CPRTCopart Inc
% port
3.6%
-0.5pp vs prior Qnow 3.2%
13ODFLOld Dominion Freight Line
% port
3.5%
+1.2pp vs prior Qnow 4.6%
14CBChubb Ltd Switz
% port
3.3%
now 3.6%
15SPGIS&p Global Inc
% port
3.3%
+0.2pp vs prior Qnow 2.8%
16ORLYO'reilly Automotive Inc
% port
3.2%
-0.6pp vs prior Qnow 3.4%
17EWEdwards Lifesciences Corp
% port
2.9%
+0.3pp vs prior Q
18AMZNAmazon.com Inc
% port
2.5%
now 4.3%
19ZTSZoetis Inc
% port
2.5%
-0.9pp vs prior Qnow 2.8%
20IWFIshares Russell 1000 Growth
% port
1.1%
now 0.0%

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.