Featured 13F manager
Wedgewood Partners Inc. David Rolfe
St Louis, MO 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $484M
- 18 Positions
- 2026 Q2
- 0.0% QoQ
- Top 5 43.4%
Portfolio
top 5 43.4% · top 10 71.8%
- TSM - Taiwan Semiconductor 10.4%
- GOOGL - Alphabet · CL A 9.4%
- META - Meta Platforms · CL A 8.9%
- AAPL - Apple 7.8%
- MSFT - Microsoft 6.9%
- AMZN - Amazon 6.7%
- V - VISA · CL A 6.3%
- MSI - Motorola Solutions 5.6%
- ODFL - Old Dominion Freight 4.9%
- BKNG - Booking 4.9%
- PGR - Progressive 4.8%
- CB - Chubb 4.8%
- Other 18.6%
AUM over time
Latest book
| TSM - Taiwan Semiconductor | 10.40% | Reduce −18.4% | 105,499 | $477.57 | $50M | −23,854 | +$7M |
| GOOGL - Alphabet · CL A | 9.39% | Reduce −18.3% | 127,237 | $357.37 | $45M | −28,464 | +$697K |
| META - Meta Platforms · CL A | 8.89% | Add +16.2% | 76,471 | $563.29 | $43M | +10,666 | +$5M |
| AAPL - Apple | 7.81% | Reduce −3.3% | 130,682 | $289.36 | $38M | −4,446 | +$4M |
| MSFT - Microsoft | 6.89% | Add +21.1% | 89,518 | $373.02 | $33M | +15,599 | +$6M |
| AMZN - Amazon | 6.66% | Add +35.6% | 135,440 | $238.34 | $32M | +35,533 | +$11M |
| V - VISA · CL A | 6.32% | Add +7.4% | 89,188 | $343.09 | $31M | +6,178 | +$6M |
| MSI - Motorola Solutions | 5.63% | Reduce −3.4% | 65,643 | $415.29 | $27M | −2,298 | −$2M |
| ODFL - Old Dominion Freight | 4.93% | Reduce −3.2% | 110,288 | $216.60 | $24M | −3,653 | +$2M |
| BKNG - Booking | 4.91% | Add +2317.1% | 133,351 | $178.24 | $24M | +127,834 | +$539K |
| PGR - Progressive | 4.79% | Add +27.5% | 106,261 | $218.45 | $23M | +22,909 | +$7M |
| CB - Chubb | 4.79% | Add +26.3% | 68,039 | $340.74 | $23M | +14,153 | +$6M |
| URI - United Rentals | 3.91% | Reduce −33.6% | 16,732 | $1,133 | $19M | −8,460 | +$602K |
| ORLY - Oreilly Automotive | 3.28% | Reduce −3.2% | 172,645 | $92.09 | $16M | −5,752 | −$569K |
| EW - Edwards Lifesciences | 3.08% | Reduce −3.4% | 165,208 | $90.46 | $15M | −5,761 | +$1M |
| TOL - Toll Brothers | 3.08% | Add +2.6% | 90,562 | $164.75 | $15M | +2,287 | +$3M |
| SPGI - S&P Global | 2.63% | Reduce −3.2% | 31,339 | $407.26 | $13M | −1,032 | −$1M |
| CPRT - Copart | 2.61% | Reduce −3.2% | 447,748 | $28.19 | $13M | −15,001 | −$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TSCO - Tractor Supply | 4.27% | Exit | 0 | $45.30 | $21M | −456,094 | −$21M |
| CDW - CDW Corp | 3.62% | Exit | 0 | $121.02 | $18M | −144,870 | −$18M |
| ZTS - Zoetis · CL A | 2.77% | Exit | 0 | $118.21 | $13M | −113,541 | −$13M |
| IWF - Ishares Tr | 0.05% | Exit | 0 | $425.57 | $223K | −524 | −$223K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 18 | $484M | 0.0% | 13F-HR | 8/14/2026 | 000085980426000006 |
| 2026 Q1 | 22 | $484M | −9.5% | 13F-HR | 5/15/2026 | 000085980426000004 |
| 2025 Q4 | 21 | $535M | −2.4% | 13F-HR | 2/17/2026 | 000085980426000002 |
| 2025 Q3 | 19 | $548M | +6.4% | 13F-HR | 11/14/2025 | 000085980425000009 |
| 2025 Q2 | 19 | $515M | +3.8% | 13F-HR | 8/14/2025 | 000085980425000006 |
| 2025 Q1 | 20 | $496M | −2.4% | 13F-HR | 5/15/2025 | 000085980425000004 |
| 2024 Q4 | 19 | $508M | −7.8% | 13F-HR | 2/14/2025 | 000085980425000002 |
| 2024 Q3 | 19 | $551M | +12.4% | 13F-HR | 11/14/2024 | 000085980424000009 |
| 2024 Q2 | 19 | $490M | −2.0% | 13F-HR | 8/13/2024 | 000085980424000006 |
| 2024 Q1 | 19 | $500M | +5.3% | 13F-HR | 5/16/2024 | 000085980424000004 |
| 2023 Q4 | 20 | $475M | +13.6% | 13F-HR | 2/14/2024 | 000085980424000002 |
| 2023 Q3 | 21 | $418M | −32.6% | 13F-HR | 11/14/2023 | 000085980423000009 |
| 2023 Q2 | 37 | $620M | +5.1% | 13F-HR | 8/14/2023 | 000085980423000007 |
| 2023 Q1 | 39 | $590M | +8.5% | 13F-HR | 5/15/2023 | 000085980423000005 |
| 2022 Q4 | 42 | $544M | +2.3% | 13F-HR | 2/14/2023 | 000085980423000003 |
| 2022 Q3 | 41 | $532M | −8.1% | 13F-HR | 11/14/2022 | 000085980422000009 |
| 2022 Q2 | 41 | $579M | −18.3% | 13F-HR | 8/15/2022 | 000085980422000007 |
| 2022 Q1 | 43 | $709M | −5.8% | 13F-HR | 5/16/2022 | 000085980422000005 |
| 2021 Q4 | 40 | $753M | +6.2% | 13F-HR | 2/14/2022 | 000085980422000003 |
| 2021 Q3 | 41 | $709M | — | 13F-HR | 11/12/2021 | 000085980421000010 |
About
WEDGEWOOD PARTNERS INC
20 processed 13Fs on this site · 2021 Q3–2026 Q2