Wedgewood Partners (Rolfe)
Tier 2 · solid recordQuality growth
~11.4% net CAGR 1992–2022, +1.8pp (GIPS-verified composite).
Positions
22
as of Q1 2026
Top-5 concentration
39%
of equity portfolio
Latest filing
Q1 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| GOOGL ALPHABET INC | Information Technology | 9.2% | $45M | TRIM |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | Information Technology | 9.0% | $44M | TRIM |
| META META PLATFORMS INC | Information Technology | 7.8% | $38M | TRIM |
| AAPL APPLE INC | Information Technology | 7.1% | $34M | TRIM |
| MSI MOTOROLA SOLUTIONS INC | Information Technology | 6.1% | $29M | TRIM |
| MSFT MICROSOFT CORP | Information Technology | 5.7% | $27M | TRIM |
| V VISA INC | Industrials | 5.2% | $25M | TRIM |
| BKNG BOOKING HOLDINGS INC | Industrials | 4.8% | $23M | TRIM |
| ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 4.6% | $22M | TRIM |
| AMZN AMAZON COM INC | Consumer Discretionary | 4.3% | $21M | ADD |
| TSCO TRACTOR SUPPLY CO | Consumer Discretionary | 4.3% | $21M | TRIM |
| URI UNITED RENTALS INC | Industrials | 3.8% | $18M | TRIM |
| — CHUBB LTD SWITZ | — | 3.6% | $18M | TRIM |
| CDW CDW CORP | Consumer Discretionary | 3.6% | $18M | TRIM |
| PGR PROGRESSIVE CORP | Financials | 3.4% | $17M | NEW |
| ORLY OREILLY AUTOMOTIVE INC | Consumer Discretionary | 3.4% | $16M | TRIM |
| CPRT COPART INC | Consumer Discretionary | 3.2% | $15M | TRIM |
| SPGI S&P GLOBAL INC | Industrials | 2.8% | $14M | TRIM |
| EW EDWARDS LIFESCIENCES CORP | Health Care | 2.8% | $14M | TRIM |
| ZTS ZOETIS INC | Health Care | 2.8% | $13M | ADD |
| TOL TOLL BROTHERS INC | Industrials | 2.5% | $12M | NEW |
| IWF ISHARES TR | — | 0.0% | $223K | 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.