David Rolfe's 2026Q1 portfolio

David Rolfe (Wedgewood Partners) held 21 positions as of Mar 31, 2026, with the largest position at 9.2% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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 Mar 31, 2026 (21)

1GOOGLAlphabet Inc-cl A
% port
9.2%
-0.3pp vs prior Q
2TSMTaiwan Semiconductor-sp Adr
% port
9.0%
-1.5pp vs prior Q
3METAMeta Platforms Inc-class A
% port
7.8%
-0.7pp vs prior Q
4AAPLApple Inc
% port
7.1%
-0.2pp vs prior Q
5MSIMotorola Solutions Inc
% port
6.1%
+1.0pp vs prior Q
6MSFTMicrosoft Corp
% port
5.7%
-1.3pp vs prior Q
7VVisa Inc-class A Shares
% port
5.2%
-0.5pp vs prior Q
8BKNGBooking Holdings Inc
% port
4.8%
-1.0pp vs prior Q
9ODFLOld Dominion Freight Line
% port
4.6%
+1.1pp vs prior Q
10AMZNAmazon.com Inc
% port
4.3%
+1.8pp vs prior Q
11TSCOTractor Supply Company
% port
4.3%
-0.2pp vs prior Q
12URIUnited Rentals Inc
% port
3.8%
-0.2pp vs prior Q
13CBChubb Ltd Switz
% port
3.6%
+0.3pp vs prior Q
14CDWCdw Corp/de
% port
3.6%
-0.2pp vs prior Q
15PGRProgressive Corp
% port
3.4%
16ORLYO'reilly Automotive Inc
% port
3.4%
+0.2pp vs prior Q
17CPRTCopart Inc
% port
3.2%
-0.4pp vs prior Q
18SPGIS&p Global Inc
% port
2.8%
-0.5pp vs prior Q
19EWEdwards Lifesciences Corp
% port
2.8%
20ZTSZoetis Inc
% port
2.8%
+0.3pp vs prior Q
21TOLToll Brothers Inc
% port
2.5%

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.