David Rolfe
Wedgewood Partners. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $484.43M
- Stocks
- 18
- Top 10
- 72%
- Turnover
- 11%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 10.4% | $50.38M | 0M | -18% | -15.0% | |
| 2 | 9.4% | $45.47M | 0M | -18% | -21.7% | |
| 3 | 8.9% | $43.08M | 0M | +16% | +9.2% | |
| 4 | 7.8% | $37.81M | 0M | -3% | +19.1% | |
| 5 | 6.9% | $33.39M | 0M | +21% | +39.9% | |
| 6 | 6.7% | $32.28M | 0M | +36% | +0.8% | |
| 7 | 6.3% | $30.60M | 0M | +7% | +20.5% | |
| 8 | 5.6% | $27.26M | 0M | -3% | +18.4% | |
| 9 | 4.9% | $23.89M | 0M | -3% | -20.3% | |
| 10 | 4.9% | $23.77M | 0M | -3% | -16.9% | |
| 11 | 4.8% | $23.21M | 0M | +27% | +5.9% | |
| 12 | 4.8% | $23.18M | 0M | +26% | +6.9% | |
| 13 | 3.9% | $18.96M | 0M | -34% | +3.3% | |
| 14 | 3.3% | $15.90M | 0M | -3% | -4.3% | |
| 15 | 3.1% | $14.94M | 0M | -3% | +1.7% | |
| 16 | 3.1% | $14.92M | 0M | +3% | -11.4% | |
| 17 | 2.6% | $12.76M | 0M | -3% | +13.1% | |
| 18 | 2.6% | $12.62M | 0M | -3% | +6.9% |