13F portfolio / Investment manager
Wedgewood Partners
David Rolfe (chief investment officer)
The firm is based in St. Louis, MO, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in November 2000.
SEC Form ADV lists David A. Rolfe as chief investment officer.
The 13F shows long US-listed stock and option positions only. It leaves out short positions, cash, bonds and most non-US holdings.
- Reported 13F value
- $484M
- Positions
- 18
- Est. 1-yearEstimate
- +4.3%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +20.2%SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
0 new · 8 added · 10 trimmed · 0 unchanged · 4 sold out
| 1 | TSM on Yahoo Finance (opens in a new tab) | Taiwan Semiconductor ManufacSPONSORED ADS | 10.4% | $50M | 105,499 | Trimmed -18.4% | $85.15* | $413.04 | +385.0% |
| 2 | GOOGL on Yahoo Finance (opens in a new tab) | Alphabet IncCAP STK CL A | 9.4% | $45M | 127,237 | Trimmed -18.3% | $135.37* | $341.57 | +152.3% |
| 3 | META on Yahoo Finance (opens in a new tab) | Meta Platforms IncCL A | 8.9% | $43M | 76,471 | Added +16.2% | $354.04* | $706.95 | +99.7% |
| 4 | AAPL on Yahoo Finance (opens in a new tab) | Apple IncCOM | 7.8% | $38M | 130,682 | Trimmed -3.3% | $176.56* | $342.77 | +94.1% |
| 5 | MSFT on Yahoo Finance (opens in a new tab) | Microsoft CorpCOM | 6.9% | $33M | 89,518 | Added +21.1% | $348.80* | $526.88 | +51.1% |
| 6 | AMZN on Yahoo Finance (opens in a new tab) | Amazon Com IncCOM | 6.7% | $32M | 135,440 | Added +35.6% | $231.97 | $249.20 | +7.4% |
| 7 | V on Yahoo Finance (opens in a new tab) | Visa IncCOM CL A | 6.3% | $31M | 89,188 | Added +7.4% | $245.72* | $400.91 | +63.2% |
| 8 | MSI on Yahoo Finance (opens in a new tab) | Motorola Solutions IncCOM NEW | 5.6% | $27M | 65,643 | Trimmed -3.4% | $301.16* | $464.45 | +54.2% |
| 9 | ODFL on Yahoo Finance (opens in a new tab) | Old Dominion Freight Line InCOM | 4.9% | $24M | 110,288 | Trimmed -3.2% | $180.37* | $186.44 | +3.4% |
| 10 | BKNG on Yahoo Finance (opens in a new tab) | Booking Holdings IncCOM | 4.9% | $24M | 133,351 | Added +2317.1% | $168.05* | $163.09 | -3.0% |
| 11 | PGR on Yahoo Finance (opens in a new tab) | Progressive CorpCOM | 4.8% | $23M | 106,261 | Added +27.5% | $205.07 | $216.20 | +5.4% |
| 12 | CB on Yahoo Finance (opens in a new tab) | Chubb LimitedCOM | 4.8% | $23M | 68,039 | Added +26.3% | $296.96 | $355.62 | +19.8% |
| 13 | URI on Yahoo Finance (opens in a new tab) | United Rentals IncCOM | 3.9% | $19M | 16,732 | Trimmed -33.6% | $683.87 | $1029.46 | +50.5% |
| 14 | ORLY on Yahoo Finance (opens in a new tab) | Oreilly Automotive IncCOM | 3.3% | $16M | 172,645 | Trimmed -3.2% | $90.12* | $89.14 | -1.1% |
| 15 | EW on Yahoo Finance (opens in a new tab) | Edwards Lifesciences CorpCOM | 3.1% | $15M | 165,208 | Trimmed -3.4% | $77.09* | $86.28 | +11.9% |
| 16 | TOL on Yahoo Finance (opens in a new tab) | Toll Brothers IncCOM | 3.1% | $15M | 90,562 | Added +2.6% | $145.89 | $133.62 | -8.4% |
| 17 | SPGI on Yahoo Finance (opens in a new tab) | S&P Global IncCOM | 2.6% | $13M | 31,339 | Trimmed -3.2% | $396.34* | $426.66 | +7.6% |
| 18 | CPRT on Yahoo Finance (opens in a new tab) | Copart IncCOM | 2.6% | $13M | 447,748 | Trimmed -3.2% | $44.21* | $27.86 | -37.0% |
Sold out since Q1 2026
- TSCO on Yahoo Finance (opens in a new tab)Tractor Supply Co$21M at Q1 2026
- CDW on Yahoo Finance (opens in a new tab)CDW Corp$18M at Q1 2026
- ZTS on Yahoo Finance (opens in a new tab)Zoetis Inc$13M at Q1 2026
- IWF on Yahoo Finance (opens in a new tab)iShares Tr$223K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 4. Of 3 with six months of history, 33.3% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0000859804-26-000006, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.