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 | 9.29% | Reduce 0.0% | 236,813 | $194.76 | $46M | −15 | −$650K |
| META - Meta Platforms · CL A | 9.24% | Reduce −12.6% | 69,553 | $659.36 | $46M | −10,004 | −$721K |
| GOOGL - Alphabet · CL A | 8.26% | Add +0.4% | 247,928 | $165.37 | $41M | +893 | −$6M |
| AAPL - Apple | 7.06% | Add +0.8% | 165,093 | $212.33 | $35M | +1,236 | −$6M |
| MSFT - Microsoft | 7.04% | Add +18.3% | 77,161 | $452.94 | $35M | +11,942 | +$7M |
| PYPL - Paypal | 6.94% | Add +0.8% | 473,775 | $72.68 | $34M | +3,946 | −$6M |
| V - VISA · CL A | 6.44% | Reduce −26.0% | 89,688 | $356.46 | $32M | −31,511 | −$6M |
| CPRT - Copart | 6.14% | Reduce 0.0% | 488,407 | $62.42 | $30M | −26 | +$2M |
| BKNG - Booking | 6.11% | Reduce −0.1% | 5,811 | $5,217 | $30M | −5 | +$1M |
| TSCO - Tractor Supply | 4.97% | Add +0.1% | 480,065 | $51.38 | $25M | +469 | −$782K |
| MSI - Motorola Solutions | 4.73% | Add +0.2% | 56,589 | $415.20 | $23M | +99 | −$3M |
| CDW - CDW Corp | 4.40% | Add +27.4% | 115,264 | $189.36 | $22M | +24,817 | +$6M |
| URI - United Rentals | 3.57% | New | 24,829 | $713.35 | $18M | +24,829 | +$18M |
| SPGI - S&P Global | 3.52% | Add +45.9% | 34,091 | $511.94 | $17M | +10,731 | +$6M |
| ORLY - Oreilly Automotive | 3.36% | Add +48.8% | 12,593 | $1,326 | $17M | +4,129 | +$7M |
| EW - Edwards Lifesciences | 2.97% | Reduce −43.5% | 191,818 | $76.75 | $15M | −147,618 | −$10M |
| ODFL - Old Dominion Freight | 2.85% | Add +43.5% | 82,371 | $171.65 | $14M | +24,965 | +$4M |
| POOL - POOL Corp | 1.88% | Add +1.6% | 30,276 | $309.02 | $9M | +466 | −$807K |
| UNH - Unitedhealth Group | 0.64% | Reduce −81.4% | 10,302 | $308.01 | $3M | −45,082 | −$25M |
| IWF - Ishares Tr | 0.61% | Add +95.9% | 7,588 | $399.62 | $3M | +3,714 | +$1M |
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