David Rolfe Portfolio Holdings by Sector

Wedgewood Partners Inc

$508 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$93,688 18.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$78,402 15.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$46,771 9.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$41,033 8.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO ORLY 2 stocks	$35,483 6.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$28,896 5.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$28,031 5.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$28,016 5.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$27,489 5.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$26,111 5.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW 1 stocks	$25,128 4.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CDW 1 stocks	$15,741 3.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$11,633 2.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL 1 stocks	$10,163 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$10,126 1.99% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWF 1 stocks	$1,555 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts

Track David Rolfe's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedgewood Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wedgewood Partners Inc and David Rolfe with notifications on news.