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 | 8.72% | Reduce −1.1% | 82,848 | $580.00 | $48M | −940 | +$5M |
| GOOGL - Alphabet · CL A | 8.36% | Reduce −1.3% | 257,523 | $178.88 | $46M | −3,332 | +$4M |
| TSM - Taiwan Semiconductor Mfg | 8.34% | Reduce −0.7% | 246,132 | $186.66 | $46M | −1,656 | +$4M |
| PYPL - Paypal | 7.85% | Reduce −1.6% | 495,384 | $87.31 | $43M | −7,828 | +$11M |
| V - VISA · CL A | 7.12% | Reduce −1.3% | 126,638 | $309.48 | $39M | −1,720 | +$6M |
| AAPL - Apple | 7.02% | Reduce −1.0% | 171,782 | $225.12 | $39M | −1,758 | +$921K |
| UNH - Unitedhealth Group | 6.38% | Reduce −1.5% | 58,035 | $605.87 | $35M | −885 | +$2M |
| BKNG - Booking | 5.51% | Reduce −0.9% | 6,087 | $4,988 | $30M | −58 | +$9M |
| CPRT - Copart | 5.36% | Reduce −1.2% | 509,939 | $57.93 | $30M | −6,240 | +$4M |
| MSI - Motorola Solutions | 5.33% | Reduce −2.0% | 59,109 | $496.70 | $29M | −1,232 | +$4M |
| MSFT - Microsoft | 5.24% | Reduce −1.6% | 67,884 | $425.20 | $29M | −1,086 | +$806K |
| TSCO - Tractor Supply | 5.06% | Reduce −1.6% | 99,957 | $278.75 | $28M | −1,631 | +$1M |
| EW - Edwards Lifesciences | 4.34% | Add +1.4% | 359,257 | $66.52 | $24M | +4,830 | +$669K |
| TPL - Texas Pacific Land | 3.27% | Reduce −1.3% | 13,191 | $1,366 | $18M | −172 | +$7M |
| CDW - CDW Corp | 3.24% | Reduce −0.7% | 95,851 | $186.01 | $18M | −628 | −$3M |
| ODFL - Old Dominion Freight | 2.47% | Reduce −0.8% | 60,328 | $225.60 | $14M | −502 | +$2M |
| SPGI - S&P Global | 2.26% | Reduce −1.1% | 24,382 | $510.29 | $12M | −262 | +$503K |
| POOL - POOL Corp | 2.14% | Reduce −0.7% | 33,532 | $351.19 | $12M | −227 | +$161K |
| ORLY - Oreilly Automotive | 1.98% | Reduce −0.7% | 8,822 | $1,239 | $11M | −65 | +$966K |
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