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
| GOOGL - Alphabet · CL A | 9.24% | Reduce −1.4% | 267,624 | $172.51 | $46M | −3,675 | +$7M |
| META - Meta Platforms · CL A | 8.28% | Reduce −15.9% | 85,922 | $481.54 | $41M | −16,198 | −$6M |
| TSM - Taiwan Semiconductor Mfg | 7.90% | Reduce −1.9% | 253,667 | $155.58 | $39M | −4,792 | +$6M |
| V - VISA · CL A | 7.40% | Reduce −1.4% | 131,401 | $281.50 | $37M | −1,822 | +$245K |
| AAPL - Apple | 6.77% | Reduce −1.2% | 178,374 | $189.72 | $34M | −2,110 | +$444K |
| PYPL - Paypal | 6.57% | Reduce −1.4% | 513,797 | $63.90 | $33M | −7,322 | +$2M |
| UNH - Unitedhealth Group | 6.23% | Add +22.3% | 60,193 | $517.55 | $31M | +10,969 | +$6M |
| MSFT - Microsoft | 5.98% | Reduce −1.5% | 70,615 | $423.08 | $30M | −1,091 | +$740K |
| MSI - Motorola Solutions | 5.87% | Reduce −2.3% | 80,324 | $365.03 | $29M | −1,928 | +$3M |
| CPRT - Copart | 5.83% | Reduce −2.2% | 527,209 | $55.31 | $29M | −11,954 | +$3M |
| TSCO - Tractor Supply | 5.72% | Reduce −1.5% | 103,684 | $275.96 | $29M | −1,621 | +$4M |
| BKNG - Booking | 4.77% | Reduce −1.9% | 6,289 | $3,793 | $24M | −125 | −$186K |
| EW - Edwards Lifesciences | 4.43% | Reduce −2.1% | 245,451 | $90.16 | $22M | −5,201 | +$509K |
| CDW - CDW Corp | 4.41% | Reduce −1.9% | 98,610 | $223.44 | $22M | −1,946 | −$2M |
| POOL - POOL Corp | 2.63% | Reduce −1.7% | 34,316 | $383.07 | $13M | −599 | +$22K |
| ODFL - Old Dominion Freight | 2.29% | Add +96.8% | 62,254 | $183.92 | $11M | +30,627 | −$2M |
| SPGI - S&P Global | 2.19% | Reduce −1.8% | 25,151 | $435.71 | $11M | −454 | +$141K |
| ORLY - Oreilly Automotive | 1.84% | Reduce −1.9% | 9,098 | $1,010 | $9M | −180 | −$450K |
| TPL - Texas Pacific Land | 1.65% | Add +190.8% | 13,699 | $601.56 | $8M | +8,989 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOG - Alphabet · CL C | 0.05% | Exit | 0 | $146.26 | $227K | −1,552 | −$227K |
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