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
| TSM - Taiwan Semiconductor Mfg | 9.21% | Reduce −3.8% | 236,828 | $197.49 | $47M | −9,304 | +$828K |
| GOOGL - Alphabet · CL A | 9.21% | Reduce −4.1% | 247,035 | $189.30 | $47M | −10,488 | +$698K |
| META - Meta Platforms · CL A | 9.17% | Reduce −4.0% | 79,557 | $585.51 | $47M | −3,291 | −$1M |
| AAPL - Apple | 8.08% | Reduce −4.6% | 163,857 | $250.42 | $41M | −7,925 | +$2M |
| PYPL - Paypal | 7.89% | Reduce −5.2% | 469,829 | $85.35 | $40M | −25,555 | −$3M |
| V - VISA · CL A | 7.54% | Reduce −4.3% | 121,199 | $316.04 | $38M | −5,439 | −$888K |
| BKNG - Booking | 5.69% | Reduce −4.5% | 5,816 | $4,969 | $29M | −271 | −$1M |
| CPRT - Copart | 5.52% | Reduce −4.2% | 488,433 | $57.39 | $28M | −21,506 | −$2M |
| UNH - Unitedhealth Group | 5.52% | Reduce −4.6% | 55,384 | $505.86 | $28M | −2,651 | −$7M |
| MSFT - Microsoft | 5.41% | Reduce −3.9% | 65,219 | $421.50 | $27M | −2,665 | −$1M |
| MSI - Motorola Solutions | 5.14% | Reduce −4.4% | 56,490 | $462.23 | $26M | −2,619 | −$3M |
| TSCO - Tractor Supply | 5.01% | Add +379.8% | 479,596 | $53.06 | $25M | +379,639 | −$2M |
| EW - Edwards Lifesciences | 4.95% | Reduce −5.5% | 339,436 | $74.03 | $25M | −19,821 | +$1M |
| CDW - CDW Corp | 3.10% | Reduce −5.6% | 90,447 | $174.04 | $16M | −5,404 | −$2M |
| SPGI - S&P Global | 2.29% | Reduce −4.2% | 23,360 | $498.03 | $12M | −1,022 | −$808K |
| POOL - POOL Corp | 2.00% | Reduce −11.1% | 29,810 | $340.94 | $10M | −3,722 | −$2M |
| ODFL - Old Dominion Freight | 1.99% | Reduce −4.8% | 57,406 | $176.40 | $10M | −2,922 | −$3M |
| ORLY - Oreilly Automotive | 1.98% | Reduce −4.1% | 8,464 | $1,186 | $10M | −358 | −$892K |
| IWF - Ishares Tr | 0.31% | New | 3,874 | $401.58 | $2M | +3,874 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TPL - Texas Pacific Land | 3.27% | Exit | 0 | $1,366 | $18M | −13,191 | −$18M |
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