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 | 10.48% | Reduce −2.4% | 184,661 | $303.89 | $56M | −4,621 | +$3M |
| GOOGL - Alphabet · CL A | 9.58% | Reduce −20.9% | 163,913 | $313.00 | $51M | −43,319 | +$927K |
| META - Meta Platforms · CL A | 8.52% | Reduce −2.1% | 69,135 | $660.09 | $46M | −1,459 | −$6M |
| AAPL - Apple | 7.26% | Reduce −14.4% | 142,920 | $271.86 | $39M | −23,970 | −$4M |
| MSFT - Microsoft | 7.00% | Reduce −2.2% | 77,496 | $483.62 | $37M | −1,712 | −$4M |
| BKNG - Booking | 5.82% | Reduce −1.4% | 5,817 | $5,356 | $31M | −83 | −$704K |
| V - VISA · CL A | 5.71% | Reduce −2.2% | 87,151 | $350.71 | $31M | −1,969 | +$141K |
| MSI - Motorola Solutions | 5.13% | Add +24.6% | 71,724 | $383.32 | $27M | +14,167 | +$1M |
| TSCO - Tractor Supply | 4.49% | Reduce −1.8% | 481,023 | $50.01 | $24M | −8,887 | −$4M |
| URI - United Rentals | 4.01% | Reduce −1.5% | 26,514 | $809.33 | $21M | −411 | −$4M |
| CDW - CDW Corp | 3.86% | Add +26.0% | 151,871 | $136.20 | $21M | +31,347 | +$1M |
| CPRT - Copart | 3.55% | Reduce −2.2% | 486,085 | $39.15 | $19M | −10,935 | −$3M |
| ODFL - Old Dominion Freight | 3.52% | Add +35.6% | 120,051 | $156.80 | $19M | +31,504 | +$6M |
| SPGI - S&P Global | 3.30% | Reduce −2.8% | 33,764 | $522.58 | $18M | −960 | +$744K |
| CB - Chubb | 3.29% | New | 56,526 | $312.12 | $18M | +56,526 | +$18M |
| ORLY - Oreilly Automotive | 3.21% | Reduce −1.5% | 188,726 | $91.21 | $17M | −2,942 | −$3M |
| EW - Edwards Lifesciences | 2.88% | Reduce −2.1% | 180,882 | $85.25 | $15M | −3,819 | +$1M |
| AMZN - Amazon | 2.51% | New | 58,266 | $230.82 | $13M | +58,266 | +$13M |
| ZTS - Zoetis · CL A | 2.46% | Reduce −17.9% | 104,701 | $125.82 | $13M | −22,821 | −$5M |
| PYPL - Paypal | 2.35% | Reduce −55.5% | 215,900 | $58.38 | $13M | −268,751 | −$20M |
| IWF - Ishares Tr | 1.06% | New | 12,019 | $473.30 | $6M | +12,019 | +$6M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| POOL - POOL Corp | 1.83% | Exit | 0 | $310.07 | $10M | −32,322 | −$10M |
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