- Portfolio
- Activity
David Rolfe Holdings Activity
Wedgewood Partners Portfolio 13F
Wedgewood Partners has disclosed a total of 21 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 14 and completely sold out 2 position(s).
What stocks is David Rolfe buying now?
In the recent quarter David Rolfe has purchased 5 securities: (ZTS) ZOETIS INC (new buy), (URI) UNITED RENTALS INC (added shares +4.97%), (ODFL) OLD DOMINION FREIGHT LINE (added shares +3.58%), (POOL) POOL CORP (added shares +3.2%) and (CDW) CDW CORP/DE (added shares +0.75%).
What does David Rolfe invest in?
David Rolfe's top 5 holdings (by % of portfolio) are (META) META PLATFORMS INC-CLASS A (10.3%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (9.16%), (MSFT) MICROSOFT CORP (7.96%), (GOOGL) ALPHABET INC-CL A (7.62%) and (AAPL) APPLE INC (6.39%).
In the latest report(s) the following changes have been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -1.76%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -16.6%), (MSFT) MICROSOFT CORP (reduced shares -0.72%), (GOOGL) ALPHABET INC-CL A (reduced shares -18.81%) and (AAPL) APPLE INC (reduced shares -1.96%).
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.