David Rolfe's Portfolio
Wedgewood Partners 13F holdings
What is David Rolfe's portfolio?
Wedgewood Partners has disclosed a total of 21 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $417,940,280.
What stocks does David Rolfe own?
In David Rolfe's portfolio as of 30 Sep 2023, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (9.95%), (GOOGL) ALPHABET INC-CL A (8.74%), (AAPL) APPLE INC (7.59%), (MSI) MOTOROLA SOLUTIONS INC (6.98%) and (V) VISA INC-CLASS A SHARES (6.54%).
To see the historical data of Wedgewood Partners's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.
To see Wedgewood Partners's original 13F reports (2023 Q3), please click on the "important" button.
Completely sold out
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.