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David Rolfe
Wedgewood Partners
Portfolio Value: $535.5M
Holdings: 21
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| CB | 6.4 | 3.29% | Buy | 56.5K | $17.6M | $312.12 | — | — |
| ITDA | 6.0 | 1.06% | Buy | 12.0K | $5.7M | $473.30 | — | — |
| AMZN | 5.9 | 2.51% | Buy | 58.3K | $13.4M | $230.82 | $272.68 | +18.1% |
| MSI | 5.3 | 5.13% | Add 25% | 71.7K | $27.5M | $383.32 | — | — |
| CDW | 5.0 | 3.86% | Add 26% | 151.9K | $20.7M | $136.20 | — | — |
| ODFL | 5.0 | 3.52% | Add 36% | 120.1K | $18.8M | $156.80 | — | — |
| TSM | 2.0 | 10.48% | Reduce 2% | 184.7K | $56.1M | $303.89 | — | — |
| META | 2.0 | 8.52% | Reduce 2% | 69.1K | $45.6M | $660.09 | $609.63 | -7.6% |
| MSFT | 2.0 | 7.00% | Reduce 2% | 77.5K | $37.5M | $483.62 | $415.12 | -14.2% |
| BKNG | 2.0 | 5.82% | Reduce 1% | 5.8K | $31.2M | $5355.63 | — | — |
| V | 2.0 | 5.71% | Reduce 2% | 87.2K | $30.6M | $350.71 | $318.79 | -9.1% |
| TSCO | 2.0 | 4.49% | Reduce 2% | 481.0K | $24.1M | $50.01 | — | — |
| URI | 2.0 | 4.01% | Reduce 2% | 26.5K | $21.5M | $809.33 | — | — |
| CPRT | 2.0 | 3.55% | Reduce 2% | 486.1K | $19.0M | $39.15 | — | — |
| SPGI | 2.0 | 3.30% | Reduce 3% | 33.8K | $17.6M | $522.58 | — | — |
| 67103H107 | 2.0 | 3.21% | Reduce 2% | 188.7K | $17.2M | $91.21 | — | — |
| EW | 2.0 | 2.88% | Reduce 2% | 180.9K | $15.4M | $85.25 | — | — |
| AAPL | 1.0 | 7.26% | Reduce 14% | 142.9K | $38.9M | $271.86 | — | — |
| ZTS | 1.0 | 2.46% | Reduce 18% | 104.7K | $13.2M | $125.82 | — | — |
| GOOGL | 0.0 | 9.58% | Reduce 21% | 163.9K | $51.3M | $313.00 | $400.80 | +28.1% |
| PYPL | 0.0 | 2.35% | Reduce 55% | 215.9K | $12.6M | $58.38 | — | — |
| POOL | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |