David Rolfe Portfolio Holdings

Wedgewood Partners Inc

  • $466 Million
  • Q1 2025

Wedgewood Partners Inc, under direction of David Rolfe has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $466 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $40.1M, Taiwan Semiconductor Manufacturing CO LTD with a value of $39.3M, Alphabet Inc. with a value of $38.3M, Apple Inc. with a value of $36.7M, and Visa Inc. with a value of $31.4M.

Examining the 13F form we can see an decrease of $42.2M in the current position value, from $508M to 466M.

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 $466 Million
Technology: $148 Million
Consumer Cyclical: $98.9 Million
Financial Services: $79.7 Million
Communication Services: $78.4 Million
Industrials: $38.8 Million
Healthcare: $19.3 Million
ETFs: $2.74 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.74 Million 0.59% of portfolio
7,588
Q1 2025 Added 95.87%
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 20
  • Current Value $466 Million
  • Prior Value $508 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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