 | |
David Rolfe13F | |
| Wedgewood Partners, Inc. | |
| Last update 2025-02-14 | 19 Stocks (1 new) |
| Value $508.00 Mil | Turnover 0 % |
David Rolfe Investing Philosophy
Wedgewood's underlying equity investment philosophy is predicated on a strong belief that significant long-term wealth will be created by investing as "owners" in companies. In its "Invest as Business Owners" approach, the firm seeks companies that have the following characteristics: 1. A dominant product or service that is practically irreplaceable or lacks substitutes. 2. A sustainable and consistent level of growing revenues, earnings and dividends. 3. A high level of profitability, measured by return on equity without the use of excessive debt. 4. A strong management team that is shareholder oriented.
David Rolfe Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 236,828 | 46,771.2 | -3.78% | 9.210 | -0.32% | 0.000 | -25.30% | -16.08% | 856,299.4 | Semiconductors | |
GOOGL | Alphabet Inc | 247,035 | 46,763.7 | -4.07% | 9.210 | -0.34% | 0.000 | -19.01% | -14.34% | 1,978,969.7 | Interactive Media | |
META | Meta Platforms Inc | 79,557 | 46,581.2 | -3.97% | 9.170 | -0.35% | 0.000 | -15.40% | -6.45% | 1,381,555.5 | Interactive Media | |
AAPL | Apple Inc | 163,857 | 41,033.2 | -4.61% | 8.080 | -0.32% | 0.000 | -5.96% | -16.34% | 3,143,819.4 | Hardware | |
PYPL | PayPal Holdings Inc | 469,829 | 40,099.9 | -5.16% | 7.890 | -0.40% | 0.050 | -26.67% | -23.44% | 63,863.0 | Credit Services | |
V | Visa Inc | 121,199 | 38,303.6 | -4.29% | 7.540 | -0.31% | 0.010 | +1.68% | +6.23% | 646,546.6 | Credit Services | |
BKNG | Booking Holdings Inc | 5,816 | 28,897.6 | -4.45% | 5.690 | -0.25% | 0.020 | +1.75% | -2.42% | 157,931.0 | Travel & Leisure | |
CPRT | Copart Inc | 488,433 | 28,031.2 | -4.22% | 5.520 | -0.23% | 0.050 | +5.55% | +6.12% | 58,835.1 | Business Services | |
UNH | UnitedHealth Group Inc | 55,384 | 28,016.8 | -4.57% | 5.520 | -0.29% | 0.010 | -21.05% | -16.89% | 381,056.1 | Healthcare Plans | |
MSFT | Microsoft Corp | 65,219 | 27,489.8 | -3.93% | 5.410 | -0.21% | 0.000 | -11.58% | -6.85% | 2,913,005.9 | Software |
David Rolfe's Historical Top Holdings Breakdowns
David Rolfe's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TPL | Texas Pacific Land Corp | 2024-12-31 | Sold Out | -3.27% | 930.01 ($1231.19) 1730 | $1,334.63 | 8.40% | Sold Out | 0 | -13,191 | |
PYPL | PayPal Holdings Inc | 2024-12-31 | Reduce | -0.40% | 77.25 ($84.18) 91.3 | $65.34 | -22.38% | Reduce -5.16% | 469,829 | -25,555 | |
META | Meta Platforms Inc | 2024-12-31 | Reduce | -0.35% | 554.08 ($587.14) 632.68 | $547.27 | -6.79% | Reduce -3.97% | 79,557 | -3,291 | |
GOOGL | Alphabet Inc | 2024-12-31 | Reduce | -0.34% | 161.86 ($175.1) 196.66 | $161.96 | -7.50% | Reduce -4.07% | 247,035 | -10,488 | |
AAPL | Apple Inc | 2024-12-31 | Reduce | -0.32% | 221.69 ($235.83) 259.02 | $209.28 | -11.26% | Reduce -4.61% | 163,857 | -7,925 | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 2024-12-31 | Reduce | -0.32% | 175.8 ($193.87) 207.36 | $165.10 | -14.84% | Reduce -3.78% | 236,828 | -9,304 | |
IWF | iShares Russell 1000 Growth ETF | 2024-12-31 | New Buy | +0.31% | 370.52 ($393.8) 418.94 | $364.78 | -7.37% | New holding | 3,874 | 3,874 | |
V | Visa Inc | 2024-12-31 | Reduce | -0.31% | 273.79 ($301.07) 320.91 | $335.17 | 11.33% | Reduce -4.29% | 121,199 | -5,439 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Reduce | -0.29% | 485.52 ($567.94) 625.25 | $418.64 | -26.29% | Reduce -4.57% | 55,384 | -2,651 | |
BKNG | Booking Holdings Inc | 2024-12-31 | Reduce | -0.25% | 4104.12 ($4816.41) 5300.34 | $4,838.44 | 0.46% | Reduce -4.45% | 5,816 | -271 |
David Rolfe Total Holding History ($B)
David Rolfe's Asset Allocation
David Rolfe Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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David Rolfe's Hypothetical Growth since 2024-12-31
David Rolfe's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
David Rolfe's Holdings Heat Map
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David Rolfe's Holdings Bubble Chart
David Rolfe News
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