David Rolfe - Wedgewood Partners
Wedgewood Partners · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $484.43M
- Holdings
- 18
- Top 10
- 71.8%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 10.40% | $50.38M | 105.50K | −18.44% |
ALPHABET INC · CAP STK CL A | 9.39% | $45.47M | 127.24K | −18.28% |
META PLATFORMS INC · CL A | 8.89% | $43.08M | 76.47K | +16.21% |
APPLE INC · COM | 7.81% | $37.81M | 130.68K | −3.29% |
MICROSOFT CORP · COM | 6.89% | $33.39M | 89.52K | +21.10% |
AMAZON COM INC · COM | 6.66% | $32.28M | 135.44K | +35.57% |
VISA INC · COM CL A | 6.32% | $30.60M | 89.19K | +7.44% |
MOTOROLA SOLUTIONS INC · COM NEW | 5.63% | $27.26M | 65.64K | −3.38% |
OLD DOMINION FREIGHT LINE IN · COM | 4.93% | $23.89M | 110.29K | −3.21% |
BOOKING HOLDINGS INC · COM | 4.91% | $23.77M | 133.35K | −3.32% |
PROGRESSIVE CORP · COM | 4.79% | $23.21M | 106.26K | +27.48% |
CHUBB LIMITED · COM | 4.79% | $23.18M | 68.04K | +26.26% |
UNITED RENTALS INC · COM | 3.91% | $18.96M | 16.73K | −33.58% |
OREILLY AUTOMOTIVE INC · COM | 3.28% | $15.90M | 172.65K | −3.22% |
EDWARDS LIFESCIENCES CORP · COM | 3.08% | $14.94M | 165.21K | −3.37% |
TOLL BROTHERS INC · COM | 3.08% | $14.92M | 90.56K | +2.59% |
S&P GLOBAL INC · COM | 2.63% | $12.76M | 31.34K | −3.19% |
COPART INC · COM | 2.61% | $12.62M | 447.75K | −3.24% |