- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 23 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, bought 2 totally new, decreased the number of shares of 18 and completely sold out 1 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has purchased 4 securities: (PGR) PROGRESSIVE CORP (new buy), (TOL) TOLL BROTHERS INC (new buy), (AMZN) AMAZONCOM INC (added shares +71.47%) and (ZTS) ZOETIS INC (added shares +8.44%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (GOOGL) ALPHABET INC-CL A (9.25%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (9.03%), (META) META PLATFORMS INC-CLASS A (7.77%), (AAPL) APPLE INC (7.08%) and (MSI) MOTOROLA SOLUTIONS INC (6.09%).
In the latest report(s) the following changes have been made to the top investments: (GOOGL) ALPHABET INC-CL A (reduced shares -5.01%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -29.95%), (META) META PLATFORMS INC-CLASS A (reduced shares -4.82%), (AAPL) APPLE INC (reduced shares -5.45%) and (MSI) MOTOROLA SOLUTIONS INC (reduced shares -5.27%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.