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
| GOOGL - Alphabet · CL A | 9.25% | Reduce −5.0% | 155,701 | $287.56 | $45M | −8,212 | −$7M |
| TSM - Taiwan Semiconductor | 9.03% | Reduce −30.0% | 129,353 | $337.95 | $44M | −55,308 | −$12M |
| META - Meta Platforms · CL A | 7.77% | Reduce −4.8% | 65,805 | $572.13 | $38M | −3,330 | −$8M |
| AAPL - Apple | 7.08% | Reduce −5.5% | 135,128 | $253.79 | $34M | −7,792 | −$5M |
| MSI - Motorola Solutions | 6.09% | Reduce −5.3% | 67,941 | $433.97 | $29M | −3,783 | +$2M |
| MSFT - Microsoft | 5.65% | Reduce −4.6% | 73,919 | $370.17 | $27M | −3,577 | −$10M |
| V - VISA · CL A | 5.18% | Reduce −4.8% | 83,010 | $302.24 | $25M | −4,141 | −$5M |
| BKNG - Booking | 4.80% | Reduce −5.2% | 5,517 | $4,211 | $23M | −300 | −$8M |
| ODFL - Old Dominion Freight | 4.60% | Reduce −5.1% | 113,941 | $195.40 | $22M | −6,110 | +$3M |
| AMZN - Amazon | 4.30% | Add +71.5% | 99,907 | $208.27 | $21M | +41,641 | +$7M |
| TSCO - Tractor Supply | 4.27% | Reduce −5.2% | 456,094 | $45.30 | $21M | −24,929 | −$3M |
| URI - United Rentals | 3.79% | Reduce −5.0% | 25,192 | $728.55 | $18M | −1,322 | −$3M |
| CB - Chubb Switz | 3.63% | Reduce −4.7% | 53,886 | $325.93 | $18M | −2,640 | −$80K |
| CDW - CDW Corp | 3.62% | Reduce −4.6% | 144,870 | $121.02 | $18M | −7,001 | −$3M |
| PGR - Progressive | 3.41% | New | 83,352 | $198.24 | $17M | +83,352 | +$17M |
| ORLY - Oreilly Automotive | 3.40% | Reduce −5.5% | 178,397 | $92.31 | $16M | −10,329 | −$746K |
| CPRT - Copart | 3.17% | Reduce −4.8% | 462,749 | $33.20 | $15M | −23,336 | −$4M |
| SPGI - S&P Global | 2.84% | Reduce −4.1% | 32,371 | $425.34 | $14M | −1,393 | −$4M |
| EW - Edwards Lifesciences | 2.83% | Reduce −5.5% | 170,969 | $80.08 | $14M | −9,913 | −$2M |
| ZTS - Zoetis · CL A | 2.77% | Add +8.4% | 113,541 | $118.21 | $13M | +8,840 | +$248K |
| TOL - Toll Brothers | 2.49% | New | 88,275 | $136.47 | $12M | +88,275 | +$12M |
| IWF - Ishares Tr | 0.05% | Reduce −95.6% | 524 | $426.40 | $223K | −11,495 | −$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PYPL - Paypal | 2.35% | Exit | 0 | $58.38 | $13M | −215,900 | −$13M |
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