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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
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.
Track David Rolfe's portfolio

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
Track David Rolfe's Portfolio

Track David Rolfe Portfolio

Follow David Rolfe (Wedgewood Partners Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedgewood Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wedgewood Partners Inc and David Rolfe with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email