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 | 9.89% | Reduce −26.3% | 102,120 | $460.12 | $47M | −36,390 | +$5M |
| GOOGL - Alphabet · CL A | 8.29% | Reduce −2.8% | 271,299 | $145.14 | $39M | −7,951 | +$3M |
| V - VISA · CL A | 7.73% | Add +12.1% | 133,223 | $275.81 | $37M | +14,382 | +$9M |
| AAPL - Apple | 7.03% | Reduce −2.6% | 180,484 | $185.04 | $33M | −4,805 | +$2M |
| TSM - Taiwan Semiconductor Mfg | 6.94% | Reduce −2.8% | 258,459 | $127.55 | $33M | −7,389 | +$10M |
| PYPL - Paypal | 6.39% | Add +49.1% | 521,119 | $58.26 | $30M | +171,607 | +$10M |
| MSFT - Microsoft | 6.13% | Reduce −2.7% | 71,706 | $406.32 | $29M | −1,966 | +$6M |
| CPRT - Copart | 5.59% | Reduce −2.3% | 539,163 | $49.23 | $27M | −12,484 | +$3M |
| MSI - Motorola Solutions | 5.52% | Reduce −23.3% | 82,252 | $319.22 | $26M | −24,950 | −$3M |
| UNH - Unitedhealth Group | 5.35% | Reduce −1.9% | 49,224 | $516.85 | $25M | −947 | +$146K |
| TSCO - Tractor Supply | 5.17% | Reduce −2.1% | 105,305 | $233.32 | $25M | −2,222 | +$3M |
| BKNG - Booking | 5.06% | Reduce −2.3% | 6,414 | $3,748 | $24M | −152 | +$4M |
| CDW - CDW Corp | 5.02% | Reduce −24.0% | 100,556 | $237.47 | $24M | −31,806 | −$3M |
| EW - Edwards Lifesciences | 4.55% | Add +29.3% | 250,652 | $86.26 | $22M | +56,855 | +$8M |
| ODFL - Old Dominion Freight | 2.82% | Reduce −2.3% | 31,627 | $423.94 | $13M | −747 | +$162K |
| POOL - POOL Corp | 2.76% | Reduce −2.8% | 34,915 | $375.88 | $13M | −1,001 | +$334K |
| SPGI - S&P Global | 2.28% | Reduce −2.4% | 25,605 | $422.48 | $11M | −642 | +$1M |
| ORLY - Oreilly Automotive | 2.03% | Reduce −1.8% | 9,278 | $1,039 | $10M | −174 | +$1M |
| TPL - Texas Pacific Land | 1.41% | Reduce −1.5% | 4,710 | $1,425 | $7M | −71 | −$2M |
| GOOG - Alphabet · CL C | 0.05% | Hold | 1,552 | $146.37 | $227K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IWF - Ishares Tr | 0.09% | Exit | 0 | $265.87 | $356K | −1,339 | −$356K |
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