Wedgewood Partners (Rolfe)
Tier 2 · solid recordQuality growth
~11.4% net CAGR 1992–2022, +1.8pp (GIPS-verified composite).
Positions
18
as of Q2 2026
Top-5 concentration
43%
of equity portfolio
Latest filing
Q2 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | Information Technology | 10.4% | $50M | TRIM |
| GOOGL ALPHABET INC | Information Technology | 9.4% | $45M | TRIM |
| META META PLATFORMS INC | Information Technology | 8.9% | $43M | ADD |
| AAPL APPLE INC | Information Technology | 7.8% | $38M | TRIM |
| MSFT MICROSOFT CORP | Information Technology | 6.9% | $33M | ADD |
| AMZN AMAZON COM INC | Consumer Discretionary | 6.7% | $32M | ADD |
| V VISA INC | Industrials | 6.3% | $31M | ADD |
| MSI MOTOROLA SOLUTIONS INC | Information Technology | 5.6% | $27M | TRIM |
| ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 4.9% | $24M | TRIM |
| BKNG BOOKING HOLDINGS INC | Industrials | 4.9% | $24M | ADD |
| PGR PROGRESSIVE CORP | Financials | 4.8% | $23M | ADD |
| — CHUBB LIMITED | — | 4.8% | $23M | ADD |
| URI UNITED RENTALS INC | Industrials | 3.9% | $19M | TRIM |
| ORLY OREILLY AUTOMOTIVE INC | Consumer Discretionary | 3.3% | $16M | TRIM |
| EW EDWARDS LIFESCIENCES CORP | Health Care | 3.1% | $15M | TRIM |
| TOL TOLL BROTHERS INC | Industrials | 3.1% | $15M | ADD |
| SPGI S&P GLOBAL INC | Industrials | 2.6% | $13M | TRIM |
| CPRT COPART INC | Consumer Discretionary | 2.6% | $13M | TRIM |
Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.