David Rolfe Portfolio Holdings

Wedgewood Partners Inc

  • $548 Million
  • Q3 2025

Wedgewood Partners Inc, under direction of David Rolfe has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $548 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $52.9M, Meta Platforms, Inc. with a value of $51.8M, Alphabet Inc. with a value of $50.4M, Apple Inc. with a value of $42.5M, and Microsoft Corp with a value of $41M.

Examining the 13F form we can see an increase of $45.5M in the current position value, from $502M to 548M.

Wedgewood Partners Inc is based out at St Louis, MO

Below you can find more details about David Rolfe portfolio as well as his latest detailed transactions.

Portfolio value $548 Million
Technology: $182 Million
Consumer Cyclical: $103 Million
Communication Services: $102 Million
Financial Services: $79.8 Million
Industrials: $48.2 Million
Healthcare: $33 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.6B
$32.5 Million 5.93% of portfolio
484,651
Q3 2025 Added 4.04%
$191B
$31.9 Million 5.81% of portfolio
5,900
Q3 2025 Added 4.33%
$63.4B
$26.3 Million 4.8% of portfolio
57,557
Q3 2025 Added 3.54%
$55.9B
$25.7 Million 4.69% of portfolio
26,925
Q3 2025 Added 3.31%
$19.6B
$19.2 Million 3.5% of portfolio
120,524
Q3 2025 Added 3.79%
$55.6B
$18.7 Million 3.41% of portfolio
127,522
Q3 2025 Added 3.39%
$159B
$16.9 Million 3.08% of portfolio
34,724
Q3 2025 Added 3.71%
$53.4B
$14.4 Million 2.62% of portfolio
184,701
Q3 2025 Added 3.74%
$14.8B
$12.5 Million 2.28% of portfolio
88,547
Q3 2025 Added 3.78%
David Rolfe

David Rolfe

David Rolfe is the founder and managing partner of Wedgewood Partners, a successful investment firm that focuses on value investing. Rolfe is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $548 Million
  • Prior Value $502 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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