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
Book
| AAPL - Apple | 8.66% | Reduce −2.2% | 367,266 | $177.57 | $65M | −8,101 | +$12M |
| META - Meta Platforms | 7.60% | Add +15.8% | 170,201 | $336.35 | $57M | +23,271 | +$7M |
| GOOGL - Alphabet · CL A | 7.55% | Reduce −0.9% | 19,630 | $2,897 | $57M | −181 | +$4M |
| TSCO - Tractor Supply Comp | 6.55% | Reduce −1.8% | 206,700 | $238.60 | $49M | −3,794 | +$7M |
| EW - Edwards Lifesciences | 6.07% | Reduce −25.3% | 353,149 | $129.55 | $46M | −119,478 | −$8M |
| V - VISA | 5.97% | Add +49.1% | 207,467 | $216.71 | $45M | +68,315 | +$14M |
| MSFT - Microsoft | 5.81% | Reduce −1.5% | 130,029 | $336.31 | $44M | −2,019 | +$7M |
| MSI - Motorola Solutions | 5.63% | Reduce −19.0% | 155,982 | $271.70 | $42M | −36,697 | −$2M |
| CDW - CDW Corp | 4.85% | Reduce −0.6% | 178,273 | $204.77 | $37M | −1,068 | +$4M |
| KEYS - Keysight Tech | 3.98% | Reduce −18.4% | 145,272 | $206.50 | $30M | −32,809 | +$743K |
| TSM - Taiwan Semiconductor | 3.93% | Add +17.0% | 245,781 | $120.31 | $30M | +35,674 | +$6M |
| CPRT - Copart | 3.82% | Reduce −0.8% | 189,650 | $151.62 | $29M | −1,518 | +$2M |
| PYPL - Paypal | 3.78% | Add +0.9% | 151,126 | $188.57 | $28M | +1,380 | −$10M |
| UNH - Unitedhealth Grp | 3.50% | Add +1.0% | 52,466 | $502.13 | $26M | +494 | +$6M |
| PGR - Progressive Ohio | 3.44% | Reduce −1.3% | 252,794 | $102.65 | $26M | −3,203 | +$3M |
| First Republic Bank | 3.09% | Reduce −1.4% | 112,785 | $206.50 | $23M | −1,577 | +$1M |
| SBUX - Starbucks | 3.05% | Reduce −3.5% | 196,289 | $116.97 | $23M | −7,131 | +$521K |
| BKNG - Booking | 2.82% | Add +38.2% | 8,849 | $2,399 | $21M | +2,445 | +$6M |
| SPGI - S&P Global | 2.41% | Reduce −0.8% | 38,401 | $471.91 | $18M | −335 | +$2M |
| ODFL - Old Dominion Freight | 2.00% | Reduce −31.3% | 42,012 | $358.37 | $15M | −19,151 | −$2M |
| TPL - Texas Pacific Land | 1.63% | New | 9,831 | $1,249 | $12M | +9,831 | +$12M |
| GOOG - Alphabet · CL C | 1.44% | Reduce −1.6% | 3,758 | $2,894 | $11M | −60 | +$698K |
| BRK.B - Berkshire Hathaway · CL B | 0.77% | Reduce −3.7% | 19,500 | $298.97 | $6M | −750 | +$303K |
| USB - US Bancorp | 0.30% | Reduce −0.7% | 40,213 | $56.15 | $2M | −300 | −$150K |
| BX - Blackstone | 0.18% | Reduce −10.4% | 10,750 | $129.30 | $1M | −1,250 | −$6K |
| SPGI - S&P GLOBAL | 0.15% | Reduce −0.8% | 2,380 | $471.85 | $1M | −335 | +$2M |
| VZ - Verizon | 0.15% | Add +34.0% | 21,434 | $51.93 | $1M | +5,434 | +$249K |
| JNJ - Johnson & Johnson | 0.13% | Reduce −6.5% | 5,725 | $171.00 | $979K | −400 | −$10K |
| T - At T | 0.12% | Add +2.0% | 37,500 | $24.59 | $922K | +750 | −$70K |
| Annaly Capital Management | 0.10% | Hold | 95,500 | $7.81 | $746K | — | — |
| AEE - Ameren Usd0 01 | 0.08% | Hold | 6,900 | $88.99 | $614K | — | — |
| ECL - Ecolab | 0.08% | Hold | 2,500 | $234.40 | $586K | — | — |
| SLB - Schlumberger | 0.07% | Hold | 17,250 | $29.91 | $516K | — | — |
| ED - Consolidated Edison | 0.06% | Hold | 5,250 | $85.14 | $447K | — | — |
| BP - BP Sponsored | 0.06% | Reduce −3.1% | 15,750 | $26.60 | $419K | −500 | −$25K |
| IVV - Ishares Tr Core S&P500 ETF | 0.05% | New | 771 | $476.01 | $367K | +771 | +$367K |
| BMY - Bristol-Myers Squibb | 0.04% | Reduce −11.8% | 4,675 | $62.25 | $291K | −625 | −$22K |
| PAYX - Paychex Usd0 01 | 0.04% | Hold | 2,000 | $136.50 | $273K | — | — |
| BA - Boeing | 0.03% | Hold | 1,300 | $200.77 | $261K | — | — |
| KHC - Kraft Heinz | 0.03% | Add +21.7% | 7,000 | $35.86 | $251K | +1,250 | +$40K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EA - Electronic Arts | 3.94% | Exit | 0 | $142.24 | $28M | −196,446 | −$28M |
| QCOM - Qualcomm | 0.05% | Exit | 0 | $128.68 | $341K | −2,650 | −$341K |
| FITB - Fifth Third Bancorp | 0.03% | Exit | 0 | $42.40 | $212K | −5,000 | −$212K |
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