Follow-The-Filings

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

2026 Q2 · filed 8/14/2026 · 18 long · top 12 shown

top 5 43.4% · top 10 71.8%

AUM over time

2026 Q2 $484M 0.0% QoQ
2021 Q3 · $709M 2021 Q3 · $709M
Q3 2021
2021 Q4 · $753M · +6.2% QoQ 2021 Q4 · $753M · +6.2% QoQ
Q4
2022 Q1 · $709M · −5.8% QoQ 2022 Q1 · $709M · −5.8% QoQ
Q1 2022
2022 Q2 · $579M · −18.3% QoQ 2022 Q2 · $579M · −18.3% QoQ
Q2
2022 Q3 · $532M · −8.1% QoQ 2022 Q3 · $532M · −8.1% QoQ
Q3
2022 Q4 · $544M · +2.3% QoQ 2022 Q4 · $544M · +2.3% QoQ
Q4
2023 Q1 · $590M · +8.5% QoQ 2023 Q1 · $590M · +8.5% QoQ
Q1 2023
2023 Q2 · $620M · +5.1% QoQ 2023 Q2 · $620M · +5.1% QoQ
Q2
2023 Q3 · $418M · −32.6% QoQ 2023 Q3 · $418M · −32.6% QoQ
Q3
2023 Q4 · $475M · +13.6% QoQ 2023 Q4 · $475M · +13.6% QoQ
Q4
2024 Q1 · $500M · +5.3% QoQ 2024 Q1 · $500M · +5.3% QoQ
Q1 2024
2024 Q2 · $490M · −2.0% QoQ 2024 Q2 · $490M · −2.0% QoQ
Q2
2024 Q3 · $551M · +12.4% QoQ 2024 Q3 · $551M · +12.4% QoQ
Q3
2024 Q4 · $508M · −7.8% QoQ 2024 Q4 · $508M · −7.8% QoQ
Q4
2025 Q1 · $496M · −2.4% QoQ 2025 Q1 · $496M · −2.4% QoQ
Q1 2025
2025 Q2 · $515M · +3.8% QoQ 2025 Q2 · $515M · +3.8% QoQ
Q2
2025 Q3 · $548M · +6.4% QoQ 2025 Q3 · $548M · +6.4% QoQ
Q3
2025 Q4 · $535M · −2.4% QoQ 2025 Q4 · $535M · −2.4% QoQ
Q4
2026 Q1 · $484M · −9.5% QoQ 2026 Q1 · $484M · −9.5% QoQ
Q1 2026
2026 Q2 · $484M · 0.0% QoQ 2026 Q2 · $484M · 0.0% QoQ
Q2

Book

2023 Q1 2022 Q4 · filed 15 May · long equity

AAPL - Apple 9.98% Reduce −1.3% 356,885 $164.90 $59M −4,817 +$12M
MSI - Motorola Solutions 7.65% Reduce −1.6% 157,713 $286.13 $45M −2,500 +$4M
V - VISA · CLASS A 7.15% Reduce −1.6% 187,058 $225.45 $42M −3,018 +$3M
TSCO - Tractor Supply Comp 6.78% Reduce −3.1% 169,999 $235.04 $40M −5,466 +$482K
META - Meta Platforms · CLASS A 6.69% Add +16.3% 186,239 $211.94 $39M +26,148 +$20M
GOOGL - Alphabet · CLASS A 6.25% Add +11.9% 355,124 $103.73 $37M +37,745 +$9M
UNH - Unitedhealth Grp 6.03% Add +24.1% 75,228 $472.58 $36M +14,606 +$3M
CDW - CDW Corp 5.81% Reduce −1.7% 175,926 $194.88 $34M −2,998 +$2M
MSFT - Microsoft 5.80% Reduce −11.2% 118,615 $288.29 $34M −14,969 +$2M
TSM - Taiwan Semiconductor 5.33% Add +12.6% 338,110 $93.02 $31M +37,827 +$9M
CPRT - Copart 4.81% Reduce −1.6% 377,202 $75.21 $28M −6,114 +$5M
EW - Edwards Lifesciences 4.63% Reduce −1.1% 330,070 $82.73 $27M −3,690 +$2M
PYPL - Paypal Incorpor 4.26% Add +6.5% 330,436 $75.94 $25M +20,187 +$3M
BKNG - Booking 4.00% Add +1.8% 8,904 $2,652 $24M +161 +$6M
ODFL - Old Dominion Freight 3.20% Reduce −1.5% 55,404 $340.84 $19M −845 +$3M
POOL - POOL Corp 2.59% Add +49.5% 44,631 $342.43 $15M +14,783 +$6M
SPGI - S&P Global 2.16% Reduce −0.8% 36,924 $344.76 $13M −320 +$274K
TPL - Texas Pacific Land 2.05% Reduce −16.1% 7,109 $1,701 $12M −1,364 −$8M
GOOG - Alphabet · CLASS C 1.45% Add +2.0% 82,177 $104.00 $9M +1,647 +$1M
BRK.B - Berkshire Hathaway · CL B 1.05% Hold 19,975 $308.74 $6M
First Republic Bank 0.48% Add +9.6% 201,834 $13.98 $3M +17,738 −$20M
USB - US Bancorp Del 0.31% Add +41.9% 50,450 $36.04 $2M +14,895 +$268K
T - At T 0.25% Reduce −0.3% 76,875 $19.24 $1M −200 +$61K
BX - Blackstone 0.24% Add +4.9% 16,000 $87.81 $1M +750 +$274K
VZ - Verizon 0.14% Add +2.0% 21,175 $38.87 $823K +425 +$6K
JNJ - Johnson & Johnson 0.13% Reduce −13.3% 4,875 $154.87 $755K −750 −$238K
SPGI - S&P GLOBAL 0.10% Reduce −0.8% 1,790 $344.69 $617K −320 +$274K
AEE - Ameren 0.10% Hold 6,900 $86.38 $596K
BA - Boeing 0.10% Reduce −14.0% 2,775 $212.25 $589K −450 −$25K
PGR - Progressive Ohio 0.08% Reduce −97.5% 3,500 $142.86 $500K −137,710 −$18M
ED - Consolidated Edison 0.06% Reduce −23.8% 4,000 $95.50 $382K −1,250 −$118K
BP - BP Sponsored 0.05% Reduce −15.1% 8,375 $37.85 $317K −1,495 −$27K
KHC - Kraft Heinz 0.05% Reduce −13.5% 8,000 $38.62 $309K −1,250 −$67K
DIS - Disney Walt 0.05% Hold 3,050 $100.00 $305K
NLY - Annaly Capital Management 0.05% Reduce −13.9% 15,687 $19.06 $299K −2,524 −$84K
WBD - Warner Bros 0.04% Reduce −9.6% 16,353 $15.04 $246K −1,731 +$75K
PAYX - Paychex 0.04% Hold 2,000 $114.50 $229K
F - Ford Mtr Del 0.03% Add +26.5% 15,625 $12.54 $196K +3,275 +$53K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
QQQ - Invesco Qqq Tr Ser 1 0.14% Exit 0 $266.19 $752K −2,825 −$752K
SBUX - Starbucks 0.10% Exit 0 $99.20 $555K −5,595 −$555K
BMY - Bristol-Myers Squibb 0.06% Exit 0 $71.86 $300K −4,175 −$300K
TPR - Tapestry 0.04% Exit 0 $37.91 $218K −5,750 −$218K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2022 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

Notable person
David Rolfe
SEC filing name
WEDGEWOOD PARTNERS INC
Location
St Louis, MO
All SEC filings
View on sec.gov