David Rolfe profile

Wedgewood Partners Inc (David Rolfe)

Basic Stats

Market Value

620.29M

Top 10 (%)

67.03%

Portfolio Size

36 (-1)

Avg. Holding Period

18 years

Turnover

0.19%

Industry Breakdown

Services-computer Programming, Data Processing, Etc.

15.70%

Services-business Services, Nec

11.96%

Electronic Computers

10.32%

Radio & Tv Broadcasting & Communications Equipment

7.14%

Services-prepackaged Software

6.24%

Retail-building Materials, Hardware, Garden Supply

5.75%

Hospital & Medical Service Plans

5.69%

Semiconductors & Related Devices

5.50%

Retail-auto Dealers & Gasoline Stations

5.28%

Retail-catalog & Mail-order Houses

5.15%

AAPL(10%)META(8%)MSI(7%)V(7%)UNH(6%)TSM(6%)CDW(5%)EW(5%)$619.99M (100%)Market Value
Apple Inc Website

Apple Inc

AAPL64.00M10.32%329.96K

-7.54%

-26.92K$193.970.00%
Meta Platforms Inc Class A Website

Meta Platforms Inc Class A

META48M7.74%167.26K

-10.19%

-18.97K$286.980.01%
Motorola Solutions Website

Motorola Solutions

MSI44.31M7.14%151.09K

-4.20%

-6.62K$293.280.09%
Visa Inc Class A Website

Visa Inc Class A

V41.95M6.76%176.66K

-5.56%

-10.39K$237.480.01%
Alphabet Inc. Class A Website

Alphabet Inc. Class A

GOOGL40.99M6.61%342.46K

-3.57%

-12.67K$119.700.00%
Microsoft Corp Website

Microsoft Corp

MSFT38.68M6.24%113.58K

-4.25%

-5.04K$340.540.00%
Tractor Supply Comp Website

Tractor Supply Comp

TSCO35.70M5.75%161.46K

-5.03%

-8.54K$221.100.15%
Unitedhealth Grp Inc Website

Unitedhealth Grp Inc

UNH35.29M5.69%73.42K

-2.41%

-1.81K$480.640.01%
Taiwan Semiconductr F Sponsore Website

Taiwan Semiconductr F Sponsore

TSM34.11M5.50%338.04K

-0.02%

-68.00$100.920.01%
Copart Inc Website

Copart Inc

CPRT32.74M5.28%359.01K

-4.82%

-18.20K$91.210.08%
Paypal Holdings Incorpor Website

Paypal Holdings Incorpor

PYPL32.22M5.19%482.87K

46.13%

152.43K$66.730.04%
Cdw Corp Website

Cdw Corp

CDW31.74M5.12%172.98K

-1.67%

-2.94K$183.500.13%
Edwards Lifesciences Website

Edwards Lifesciences

EW29.73M4.79%315.17K

-4.51%

-14.90K$94.330.05%
Booking Holdings Inc Website

Booking Holdings Inc

BKNG24.66M3.98%9.13K

2.57%

229.00$2,700.330.02%
Old Dominion Freight Website

Old Dominion Freight

ODFL20.71M3.34%56.01K

1.10%

608.00$369.750.05%

1-15 of 40