Rating #68
David Rolfe
Wedgewood Partners
Portfolio value
Stocks
Performance
1 Year
+4.04%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
David Rolfe’s Portfolio: Q4 2025
Top10 stocks: 68.00% of the portfolio
David Rolfe’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
0.33ppt
0.36ppt
1.24ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MSI | Add +24.61% | $401.89 | $5.69M | 0.33ppt | |
2  CDW | Add +26.01% | $147.44 | $4.62M | 0.36ppt | |
3  ODFL | Add +35.58% | $143.36 | $4.52M | 1.24ppt |
David Rolfe’s Holdings: Q4 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 | Cut -2.44% | 184.66K | $56.12M | 10.48% 0.83ppt | 0.00% | 19 Quarters | Q4 2025 | |
Computer Programming & Data | $56.68 | Cut -20.90% | 163.91K | $51.30M | 9.58% 0.39ppt | 0.00% | 42 Quarters | Q4 2025 | ||
3  META | Computer Programming & Data | $210.96 | Cut -2.07% | 69.14K | $45.64M | 8.52% -0.94ppt | 0.00% | 32 Quarters | Q4 2025 | |
4  AAPL | Electronic Computers | $28.91 | Cut -14.36% | 142.92K | $38.85M | 7.26% -0.50ppt | 0.00% | 58 Quarters | Q4 2025 | |
5  MSFT | Prepackaged Software | $232.02 | Cut -2.16% | 77.50K | $37.48M | 7.00% -0.49ppt | 0.00% | 24 Quarters | Q4 2025 | |
6  BKNG | Transportation Services | $2474.19 | Cut -1.41% | 5.82K | $31.15M | 5.82% 0.00ppt | 0.02% | 20 Quarters | Q4 2025 | |
7  V | Other Business Services | $133.16 | Cut -2.21% | 87.15K | $30.56M | 5.71% 0.15ppt | 0.01% | 58 Quarters | Q4 2025 | |
8 MSI | Broadcasting Equipment | $218.55 | Add +24.61% | 71.72K | $27.49M | 5.13% 0.33ppt | 0.04% | 27 Quarters | Q4 2025 | |
9  TSCO | Retail-Building Materials | $45.39 | Cut -1.81% | 481.02K | $24.06M | 4.49% -0.59ppt | 0.09% | 37 Quarters | Q4 2025 | |
10  URI | Other Equipment Rental | $643.01 | Cut -1.53% | 26.51K | $21.46M | 4.01% -0.68ppt | 0.04% | 4 Quarters | Q4 2025 | |
11 CDW | Retail-Catalog & Mail-Order | $136.06 | Add +26.01% | 151.87K | $20.68M | 3.86% 0.36ppt | 0.12% | 26 Quarters | Q4 2025 | |
12  CPRT | Retail-Auto Dealers & Gas | $24.48 | Cut -2.20% | 486.09K | $19.03M | 3.55% -0.53ppt | 0.05% | 25 Quarters | Q4 2025 | |
13 ODFL | Non-Local Trucking | $142.24 | Add +35.58% | 120.05K | $18.82M | 3.52% 1.24ppt | 0.06% | 20 Quarters | Q4 2025 | |
14  SPGI | Consumer Credit Reporting | $352.06 | Cut -2.76% | 33.76K | $17.64M | 3.30% 0.21ppt | 0.01% | 25 Quarters | Q4 2025 | |
15  CB | Casualty Insurance | $312.12 | New Buy +100.00% | 56.53K | $17.64M | 3.29% 3.29ppt | 0.01% | 1 Quarter | Q4 2025 | |
16  ORLY | Retail-Auto & Home Supply | $155.80 | Cut -1.53% | 188.73K | $17.21M | 3.21% -0.56ppt | 0.02% | 10 Quarters | Q4 2025 | |
17  EW | OrthopedicSupplies | $59.10 | Cut -2.07% | 180.88K | $15.42M | 2.88% 0.26ppt | 0.03% | 36 Quarters | Q4 2025 | |
18  AMZN | Retail-Catalog & Mail-Order | $230.82 | New Buy +100.00% | 58.27K | $13.45M | 2.51% 2.51ppt | 0.00% | 1 Quarter | Q4 2025 | |
19  ZTS | Pharmaceutical Pres | $155.63 | Cut -17.90% | 104.70K | $13.17M | 2.46% -0.95ppt | 0.02% | 3 Quarters | Q4 2025 | |
20  PYPL | Other Business Services | $67.75 | Cut -55.45% | 215.90K | $12.60M | 2.35% -3.58ppt | 0.02% | 42 Quarters | Q4 2025 |
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