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
| META - Meta Platforms · CL A | 9.95% | Reduce −17.2% | 138,510 | $300.21 | $42M | −28,755 | −$6M |
| GOOGL - Alphabet · CL A | 8.74% | Reduce −18.5% | 279,250 | $130.86 | $37M | −63,208 | −$4M |
| AAPL - Apple | 7.59% | Reduce −43.8% | 185,289 | $171.21 | $32M | −144,673 | −$32M |
| MSI - Motorola Solutions | 6.98% | Reduce −29.0% | 107,202 | $272.24 | $29M | −43,893 | −$15M |
| V - VISA · CL A | 6.54% | Reduce −32.7% | 118,841 | $230.01 | $27M | −57,824 | −$15M |
| CDW - CDW Corp | 6.39% | Reduce −23.5% | 132,362 | $201.76 | $27M | −40,622 | −$5M |
| UNH - Unitedhealth Group | 6.05% | Reduce −31.7% | 50,171 | $504.19 | $25M | −23,246 | −$10M |
| CPRT - Copart | 5.69% | Add +53.7% | 551,647 | $43.09 | $24M | +192,641 | −$9M |
| MSFT - Microsoft | 5.57% | Reduce −35.1% | 73,672 | $315.75 | $23M | −39,903 | −$15M |
| TSM - Taiwan Semiconductor Mfg | 5.53% | Reduce −21.4% | 265,848 | $86.90 | $23M | −72,194 | −$11M |
| TSCO - Tractor Supply | 5.22% | Reduce −33.4% | 107,527 | $203.05 | $22M | −53,928 | −$14M |
| PYPL - Paypal | 4.89% | Reduce −27.6% | 349,512 | $58.46 | $20M | −133,356 | −$12M |
| BKNG - Booking | 4.85% | Reduce −28.1% | 6,566 | $3,084 | $20M | −2,567 | −$4M |
| EW - Edwards Lifesciences | 3.21% | Reduce −38.5% | 193,797 | $69.28 | $13M | −121,376 | −$16M |
| ODFL - Old Dominion Freight | 3.17% | Reduce −42.2% | 32,374 | $409.15 | $13M | −23,638 | −$7M |
| POOL - POOL Corp | 3.06% | Reduce −19.7% | 35,916 | $356.10 | $13M | −8,822 | −$4M |
| SPGI - S&P Global | 2.29% | Reduce −29.0% | 26,247 | $365.41 | $10M | −10,733 | −$5M |
| TPL - Texas Pacific Land | 2.09% | Reduce −29.8% | 4,781 | $1,824 | $9M | −2,032 | −$251K |
| ORLY - Oreilly Automotive | 2.06% | New | 9,452 | $908.86 | $9M | +9,452 | +$9M |
| IWF - Ishares Tr | 0.09% | New | 1,339 | $265.99 | $356K | +1,339 | +$356K |
| GOOG - Alphabet · CL C | 0.05% | Reduce −97.8% | 1,552 | $131.85 | $205K | −68,075 | −$8M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BRK.B - Berkshire Hathaway · CL B | 1.06% | Exit | 0 | $340.98 | $7M | −19,300 | −$7M |
| USB - US Bancorp Del | 0.33% | Exit | 0 | $33.04 | $2M | −61,775 | −$2M |
| BX - Blackstone | 0.25% | Exit | 0 | $92.96 | $2M | −16,750 | −$2M |
| T - At T | 0.19% | Exit | 0 | $15.95 | $1M | −75,625 | −$1M |
| JNJ - Johnson & Johnson | 0.13% | Exit | 0 | $165.34 | $811K | −4,905 | −$811K |
| VZ - Verizon | 0.13% | Exit | 0 | $37.15 | $791K | −21,290 | −$791K |
| BA - Boeing | 0.09% | Exit | 0 | $210.81 | $585K | −2,775 | −$585K |
| AEE - Ameren | 0.09% | Exit | 0 | $81.59 | $563K | −6,900 | −$563K |
| PEP - Pepsico | 0.05% | Exit | 0 | $185.14 | $324K | −1,750 | −$324K |
| VEA — | 0.05% | Exit | 0 | $46.05 | $299K | −6,493 | −$299K |
| DIS - Disney Walt | 0.05% | Exit | 0 | $89.09 | $294K | −3,300 | −$294K |
| KHC - Kraft Heinz | 0.05% | Exit | 0 | $35.50 | $284K | −8,000 | −$284K |
| ED - Consolidated Edison | 0.04% | Exit | 0 | $90.18 | $248K | −2,750 | −$248K |
| BP - BP Sponsored | 0.04% | Exit | 0 | $35.20 | $242K | −6,875 | −$242K |
| F - Ford Mtr Del | 0.04% | Exit | 0 | $15.10 | $236K | −15,625 | −$236K |
| AMZN - Amazon | 0.03% | Exit | 0 | $130.00 | $208K | −1,600 | −$208K |
| WBD - Warner Bros | 0.03% | Exit | 0 | $12.48 | $205K | −16,422 | −$205K |
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