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 | 8.82% | Reduce −2.5% | 83,788 | $515.95 | $43M | −2,134 | +$2M |
| GOOGL - Alphabet · CL A | 8.64% | Reduce −2.5% | 260,855 | $162.29 | $42M | −6,769 | −$4M |
| TSM - Taiwan Semiconductor Mfg | 8.48% | Reduce −2.3% | 247,788 | $167.63 | $42M | −5,879 | +$2M |
| AAPL - Apple | 7.70% | Reduce −2.7% | 173,540 | $217.53 | $38M | −4,834 | +$4M |
| V - VISA · CL A | 6.81% | Reduce −2.3% | 128,358 | $259.89 | $33M | −3,043 | −$4M |
| UNH - Unitedhealth Group | 6.80% | Reduce −2.1% | 58,920 | $565.29 | $33M | −1,273 | +$2M |
| PYPL - Paypal | 6.52% | Reduce −2.1% | 503,212 | $63.46 | $32M | −10,585 | −$898K |
| MSFT - Microsoft | 5.73% | Reduce −2.3% | 68,970 | $406.81 | $28M | −1,645 | −$2M |
| TSCO - Tractor Supply | 5.44% | Reduce −2.0% | 101,588 | $262.23 | $27M | −2,096 | −$2M |
| CPRT - Copart | 5.29% | Reduce −2.1% | 516,179 | $50.26 | $26M | −11,030 | −$3M |
| MSI - Motorola Solutions | 5.08% | Reduce −24.9% | 60,341 | $412.76 | $25M | −19,983 | −$4M |
| EW - Edwards Lifesciences | 4.74% | Add +44.4% | 354,427 | $65.54 | $23M | +108,976 | +$1M |
| BKNG - Booking | 4.31% | Reduce −2.3% | 6,145 | $3,439 | $21M | −144 | −$3M |
| CDW - CDW Corp | 4.18% | Reduce −2.2% | 96,479 | $212.10 | $20M | −2,131 | −$2M |
| SPGI - S&P Global | 2.44% | Reduce −2.0% | 24,644 | $484.47 | $12M | −507 | +$981K |
| POOL - POOL Corp | 2.37% | Reduce −1.6% | 33,759 | $344.07 | $12M | −557 | −$2M |
| ODFL - Old Dominion Freight | 2.37% | Reduce −2.3% | 60,830 | $190.62 | $12M | −1,424 | +$146K |
| TPL - Texas Pacific Land | 2.27% | Reduce −2.5% | 13,363 | $832.70 | $11M | −336 | +$3M |
| ORLY - Oreilly Automotive | 2.03% | Reduce −2.3% | 8,887 | $1,121 | $10M | −211 | +$771K |
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