Rating #68
David Rolfe
Wedgewood Partners
Portfolio value
Stocks
Performance
1 Year
+9.95%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
David Rolfe’s Portfolio: Q3 2025
Top10 stocks: 70.73% of the portfolio
David Rolfe’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
-0.83ppt
-0.20ppt
-0.48ppt
-0.22ppt
1.57ppt
-0.13ppt
1.37ppt
-0.37ppt
0.06ppt
-0.18ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  META | +3.31% | $744.28 | $1.69M | -0.83ppt | |
2  BKNG | +4.33% | $5581.18 | $1.37M | -0.20ppt | |
3  MSFT | +3.40% | $510.13 | $1.33M | -0.48ppt | |
4  PYPL | +4.04% | $70.49 | $1.33M | -0.22ppt | |
+2.95% | $209.46 | $1.24M | 1.57ppt | ||
6  V | +4.11% | $346.10 | $1.22M | -0.13ppt | |
7  AAPL | +3.11% | $225.91 | $1.14M | 1.37ppt | |
8  TSCO | +3.63% | $58.90 | $1.01M | -0.37ppt | |
9  MSI | +3.54% | $450.64 | $885.96K | 0.06ppt | |
10  CPRT | +3.48% | $47.13 | $788.44K | -0.18ppt |
David Rolfe’s Holdings: Q3 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  TSM | Semiconductors | $110.40 | -4.16% | 189.28K | $52.86M | 9.65% 0.49ppt | 0.00% | 18 Quarters | Q3 2025 | |
2 META | Computer Programming & Data | $210.96 | +3.31% | 70.59K | $51.84M | 9.46% -0.83ppt | 0.00% | 31 Quarters | Q3 2025 | |
Computer Programming & Data | $56.68 | +2.95% | 207.23K | $50.38M | 9.19% 1.57ppt | 0.00% | 41 Quarters | Q3 2025 | ||
4 AAPL | Electronic Computers | $28.91 | +3.11% | 166.89K | $42.50M | 7.76% 1.37ppt | 0.00% | 57 Quarters | Q3 2025 | |
5 MSFT | Prepackaged Software | $232.02 | +3.40% | 79.21K | $41.03M | 7.49% -0.48ppt | 0.00% | 23 Quarters | Q3 2025 | |
6 PYPL | Other Business Services | $67.75 | +4.04% | 484.65K | $32.50M | 5.93% -0.22ppt | 0.05% | 41 Quarters | Q3 2025 | |
7 BKNG | Transportation Services | $2474.19 | +4.33% | 5.90K | $31.86M | 5.81% -0.20ppt | 0.02% | 19 Quarters | Q3 2025 | |
8 V | Other Business Services | $133.16 | +4.11% | 89.12K | $30.42M | 5.55% -0.13ppt | 0.01% | 57 Quarters | Q3 2025 | |
9 TSCO | Retail-Building Materials | $45.39 | +3.63% | 489.91K | $27.86M | 5.09% -0.37ppt | 0.09% | 36 Quarters | Q3 2025 | |
10 MSI | Broadcasting Equipment | $178.00 | +3.54% | 57.56K | $26.32M | 4.80% 0.06ppt | 0.03% | 26 Quarters | Q3 2025 | |
11  URI | Other Equipment Rental | $643.01 | +3.31% | 26.93K | $25.70M | 4.69% 0.30ppt | 0.04% | 3 Quarters | Q3 2025 | |
12 CPRT | Retail-Auto Dealers & Gas | $24.48 | +3.48% | 497.02K | $22.35M | 4.08% -0.18ppt | 0.05% | 24 Quarters | Q3 2025 | |
13  ORLY | Retail-Auto & Home Supply | $155.80 | +3.49% | 191.67K | $20.66M | 3.77% 0.13ppt | 0.02% | 9 Quarters | Q3 2025 | |
14  CDW | Retail-Catalog & Mail-Order | $136.03 | +3.79% | 120.52K | $19.20M | 3.50% -0.38ppt | 0.09% | 25 Quarters | Q3 2025 | |
15  ZTS | Pharmaceutical Pres | $155.63 | +3.39% | 127.52K | $18.66M | 3.41% -0.23ppt | 0.03% | 2 Quarters | Q3 2025 | |
16  SPGI | Consumer Credit Reporting | $352.06 | +3.71% | 34.72K | $16.90M | 3.08% -0.57ppt | 0.01% | 24 Quarters | Q3 2025 | |
17  EW | OrthopedicSupplies | $59.10 | +3.74% | 184.70K | $14.36M | 2.62% -0.15ppt | 0.03% | 35 Quarters | Q3 2025 | |
18  ODFL | Non-Local Trucking | $137.06 | +3.78% | 88.55K | $12.47M | 2.28% -0.12ppt | 0.04% | 19 Quarters | Q3 2025 | |
19  POOL | Wholesale-Misc Goods | $344.97 | +3.45% | 32.32K | $10.02M | 1.83% -0.05ppt | 0.09% | 14 Quarters | Q3 2025 |
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