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 | 8.63% | Add +0.3% | 361,702 | $129.93 | $47M | +1,155 | −$3M |
| MSI - Motorola Solutions | 7.59% | Reduce −0.7% | 160,213 | $257.71 | $41M | −1,137 | +$5M |
| V - VISA · CLASS A | 7.25% | Reduce −0.6% | 190,076 | $207.75 | $39M | −1,153 | +$6M |
| TSCO - Tractor Supply Comp | 7.25% | Reduce −0.4% | 175,465 | $224.97 | $39M | −791 | +$7M |
| UNH - Unitedhealth Grp | 5.90% | Reduce −0.4% | 60,622 | $530.17 | $32M | −245 | +$1M |
| MSFT - Microsoft | 5.89% | Reduce −3.2% | 133,584 | $239.81 | $32M | −4,402 | −$101K |
| CDW - CDW Corp | 5.87% | Reduce −0.8% | 178,924 | $178.58 | $32M | −1,439 | +$4M |
| GOOGL - Alphabet · CLASS A | 5.14% | Reduce −1.2% | 317,379 | $88.23 | $28M | −3,769 | −$3M |
| EW - Edwards Lifesciences | 4.57% | Add +0.6% | 333,760 | $74.61 | $25M | +2,133 | −$3M |
| CPRT - Copart | 4.29% | Add +99.6% | 383,316 | $60.89 | $23M | +191,315 | +$3M |
| First Republic Bank | 4.12% | Add +22.0% | 184,096 | $121.88 | $22M | +33,250 | +$3M |
| TSM - Taiwan Semiconductor | 4.11% | Add +1.3% | 300,283 | $74.49 | $22M | +3,767 | +$2M |
| PYPL - Paypal Incorpor | 4.06% | Reduce −0.6% | 310,249 | $71.22 | $22M | −1,802 | −$5M |
| TPL - Texas Pacific Land | 3.65% | Reduce −19.1% | 8,473 | $2,344 | $20M | −2,001 | +$1M |
| META - Meta Platforms · CLASS A | 3.54% | Reduce −20.4% | 160,091 | $120.33 | $19M | −41,027 | −$8M |
| PGR - Progressive Ohio | 3.36% | Reduce −20.9% | 141,210 | $129.70 | $18M | −37,320 | −$2M |
| BKNG - Booking | 3.24% | Reduce −5.7% | 8,743 | $2,015 | $18M | −528 | +$2M |
| ODFL - Old Dominion Freight | 2.93% | Add +0.2% | 56,249 | $283.77 | $16M | +89 | +$2M |
| SPGI - S&P Global | 2.29% | Reduce −0.7% | 37,244 | $334.93 | $12M | −263 | +$1M |
| POOL - POOL Corp | 1.66% | Reduce −1.2% | 29,848 | $302.30 | $9M | −375 | −$593K |
| GOOG - Alphabet · CLASS C | 1.31% | Hold | 80,530 | $88.72 | $7M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 1.13% | Add +3.1% | 19,975 | $308.89 | $6M | +600 | +$997K |
| USB - US Bancorp Del | 0.28% | Reduce −3.4% | 35,555 | $43.59 | $2M | −1,250 | +$67K |
| T - At T | 0.26% | Reduce −0.5% | 77,075 | $18.40 | $1M | −425 | +$230K |
| BX - Blackstone | 0.21% | Add +8.9% | 15,250 | $74.16 | $1M | +1,250 | −$40K |
| JNJ - Johnson & Johnson | 0.18% | Reduce −12.1% | 5,625 | $176.53 | $993K | −775 | −$52K |
| VZ - Verizon | 0.15% | Reduce −10.8% | 20,750 | $39.37 | $817K | −2,500 | −$65K |
| QQQ - Invesco Qqq Tr Ser 1 | 0.14% | New | 2,825 | $266.19 | $752K | +2,825 | +$752K |
| BA - Boeing | 0.11% | Reduce −13.4% | 3,225 | $190.39 | $614K | −500 | +$163K |
| AEE - Ameren | 0.11% | Hold | 6,900 | $88.84 | $613K | — | — |
| SPGI - S&P GLOBAL | 0.11% | Reduce −0.7% | 1,790 | $334.64 | $599K | −263 | +$1M |
| SBUX - Starbucks | 0.10% | Reduce −78.0% | 5,595 | $99.20 | $555K | −19,795 | −$2M |
| ED - Consolidated Edison | 0.09% | Hold | 5,250 | $95.24 | $500K | — | — |
| NLY - Annaly Capital Management | 0.07% | Reduce −15.5% | 18,211 | $21.03 | $383K | −3,350 | +$14K |
| KHC - Kraft Heinz | 0.07% | Reduce −21.3% | 9,250 | $40.65 | $376K | −2,500 | −$15K |
| BP - BP Sponsored | 0.06% | Reduce −22.6% | 9,870 | $34.85 | $344K | −2,880 | −$20K |
| BMY - Bristol-Myers Squibb | 0.06% | Reduce −23.0% | 4,175 | $71.86 | $300K | −1,250 | −$85K |
| DIS - Disney Walt | 0.05% | Reduce −7.6% | 3,050 | $86.56 | $264K | −250 | −$47K |
| PAYX - Paychex | 0.04% | Hold | 2,000 | $115.50 | $231K | — | — |
| TPR - Tapestry | 0.04% | New | 5,750 | $37.91 | $218K | +5,750 | +$218K |
| WBD - Warner Bros | 0.03% | Add +9.0% | 18,084 | $9.46 | $171K | +1,500 | −$19K |
| F - Ford Mtr Del | 0.03% | New | 12,350 | $11.58 | $143K | +12,350 | +$143K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XOM - Exxon Mobil | 0.04% | Exit | 0 | $87.16 | $207K | −2,375 | −$207K |
| PEP - Pepsico | 0.04% | Exit | 0 | $163.20 | $204K | −1,250 | −$204K |
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