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 | 9.65% | Reduce −4.2% | 189,282 | $279.29 | $53M | −8,218 | +$6M |
| META - Meta Platforms · CL A | 9.46% | Add +3.3% | 70,594 | $734.38 | $52M | +2,264 | −$1M |
| GOOGL - Alphabet · CL A | 9.19% | Add +2.9% | 207,232 | $243.10 | $50M | +5,929 | +$11M |
| AAPL - Apple | 7.76% | Add +3.1% | 166,890 | $254.63 | $42M | +5,033 | +$10M |
| MSFT - Microsoft | 7.49% | Add +3.4% | 79,208 | $517.95 | $41M | +2,603 | −$7K |
| PYPL - Paypal | 5.93% | Add +4.0% | 484,651 | $67.06 | $33M | +18,810 | +$819K |
| BKNG - Booking | 5.81% | Add +4.3% | 5,900 | $5,400 | $32M | +245 | +$888K |
| V - VISA · CL A | 5.55% | Add +4.1% | 89,120 | $341.38 | $30M | +3,517 | +$1M |
| TSCO - Tractor Supply | 5.09% | Add +3.6% | 489,910 | $56.87 | $28M | +17,144 | −$268K |
| MSI - Motorola Solutions | 4.80% | Add +3.5% | 57,557 | $457.29 | $26M | +1,966 | +$2M |
| URI - United Rentals | 4.69% | Add +3.3% | 26,925 | $954.67 | $26M | +862 | +$3M |
| CPRT - Copart | 4.08% | Add +3.5% | 497,020 | $44.97 | $22M | +16,729 | +$382K |
| ORLY - Oreilly Automotive | 3.77% | Add +3.5% | 191,668 | $107.81 | $21M | +6,458 | +$2M |
| CDW - CDW Corp | 3.50% | Add +3.8% | 120,524 | $159.28 | $19M | +4,401 | −$792K |
| ZTS - Zoetis · CL A | 3.41% | Add +3.4% | 127,522 | $146.32 | $19M | +4,179 | −$66K |
| SPGI - S&P Global | 3.08% | Add +3.7% | 34,724 | $486.72 | $17M | +1,242 | −$2M |
| EW - Edwards Lifesciences | 2.62% | Add +3.7% | 184,701 | $77.77 | $14M | +6,667 | +$105K |
| ODFL - Old Dominion Freight | 2.28% | Add +3.8% | 88,547 | $140.78 | $12M | +3,227 | +$149K |
| POOL - POOL Corp | 1.83% | Add +3.5% | 32,322 | $310.07 | $10M | +1,078 | +$342K |
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