https://holdlens.com/investor/david-rolfe Every 13F move by David Rolfe (Wedgewood Partners) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/TSM https://holdlens.com/investor/david-rolfe#2025-Q4-TSM-add-0 David Rolfe (Wedgewood Partners) added TSM in Q4 2025 · 9.1% of portfolio. Building Taiwan Semi — AI picks and shovels. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FICO https://holdlens.com/investor/david-rolfe#2025-Q4-FICO-add-1 David Rolfe (Wedgewood Partners) added FICO in Q4 2025 · 5.9% of portfolio. Adding to credit scoring monopoly. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AAPL https://holdlens.com/investor/david-rolfe#2025-Q4-AAPL-trim-2 David Rolfe (Wedgewood Partners) trimmed AAPL in Q4 2025 · 10.2% of portfolio. Small 19-year Apple trim. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/david-rolfe#2025-Q4-GOOGL-trim-3 David Rolfe (Wedgewood Partners) trimmed GOOGL (ALPHABET INC) in Q4 2025 · 9.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSI https://holdlens.com/investor/david-rolfe#2025-Q4-MSI-add-4 David Rolfe (Wedgewood Partners) added MSI (MOTOROLA SOLUTIONS INC) in Q4 2025 · 5.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CDW https://holdlens.com/investor/david-rolfe#2025-Q4-CDW-add-5 David Rolfe (Wedgewood Partners) added CDW (CDW CORP) in Q4 2025 · 4.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ODFL https://holdlens.com/investor/david-rolfe#2025-Q4-ODFL-add-6 David Rolfe (Wedgewood Partners) added ODFL (OLD DOMINION FREIGHT LINE IN) in Q4 2025 · 3.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CB https://holdlens.com/investor/david-rolfe#2025-Q4-CB-new-7 David Rolfe (Wedgewood Partners) new position CB (CHUBB LIMITED) in Q4 2025 · 3.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/AMZN https://holdlens.com/investor/david-rolfe#2025-Q4-AMZN-new-8 David Rolfe (Wedgewood Partners) new position AMZN (AMAZON COM INC) in Q4 2025 · 2.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/ZTS https://holdlens.com/investor/david-rolfe#2025-Q4-ZTS-trim-9 David Rolfe (Wedgewood Partners) trimmed ZTS (ZOETIS INC) in Q4 2025 · 2.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/PYPL https://holdlens.com/investor/david-rolfe#2025-Q4-PYPL-trim-10 David Rolfe (Wedgewood Partners) trimmed PYPL (PAYPAL HLDGS INC) in Q4 2025 · 2.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/david-rolfe#2025-Q4-IVV-new-11 David Rolfe (Wedgewood Partners) new position IVV (ISHARES TR) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/POOL https://holdlens.com/investor/david-rolfe#2025-Q4-POOL-exit-12 David Rolfe (Wedgewood Partners) exited POOL (POOL CORP) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/TSM https://holdlens.com/investor/david-rolfe#2025-Q3-TSM-add-13 David Rolfe (Wedgewood Partners) added TSM in Q3 2025 · 7.7% of portfolio. Building TSM position. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/BRK.B https://holdlens.com/investor/david-rolfe#2025-Q3-BRK.B-add-14 David Rolfe (Wedgewood Partners) added BRK.B in Q3 2025 · 7.8% of portfolio. Adding Berkshire. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/david-rolfe#2025-Q2-TSM-trim-15 David Rolfe (Wedgewood Partners) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q2 2025 · 9.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/david-rolfe#2025-Q2-GOOGL-trim-16 David Rolfe (Wedgewood Partners) trimmed GOOGL (ALPHABET INC) in Q2 2025 · 7.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/ORLY https://holdlens.com/investor/david-rolfe#2025-Q2-ORLY-add-17 David Rolfe (Wedgewood Partners) added ORLY (OREILLY AUTOMOTIVE INC) in Q2 2025 · 3.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/ZTS https://holdlens.com/investor/david-rolfe#2025-Q2-ZTS-new-18 David Rolfe (Wedgewood Partners) new position ZTS (ZOETIS INC) in Q2 2025 · 3.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new https://holdlens.com/signal/EW https://holdlens.com/investor/david-rolfe#2025-Q2-EW-trim-19 David Rolfe (Wedgewood Partners) trimmed EW (EDWARDS LIFESCIENCES CORP) in Q2 2025 · 2.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/UNH https://holdlens.com/investor/david-rolfe#2025-Q2-UNH-exit-20 David Rolfe (Wedgewood Partners) exited UNH (UNITEDHEALTH GROUP INC) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/IVV https://holdlens.com/investor/david-rolfe#2025-Q2-IVV-exit-21 David Rolfe (Wedgewood Partners) exited IVV (ISHARES TR) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/META https://holdlens.com/investor/david-rolfe#2025-Q1-META-trim-22 David Rolfe (Wedgewood Partners) trimmed META (META PLATFORMS INC) in Q1 2025 · 9.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/david-rolfe#2025-Q1-MSFT-add-23 David Rolfe (Wedgewood Partners) added MSFT (MICROSOFT CORP) in Q1 2025 · 7.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/V https://holdlens.com/investor/david-rolfe#2025-Q1-V-trim-24 David Rolfe (Wedgewood Partners) trimmed V (VISA INC) in Q1 2025 · 6.7% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/CDW https://holdlens.com/investor/david-rolfe#2025-Q1-CDW-add-25 David Rolfe (Wedgewood Partners) added CDW (CDW CORP) in Q1 2025 · 4.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/ORLY https://holdlens.com/investor/david-rolfe#2025-Q1-ORLY-add-26 David Rolfe (Wedgewood Partners) added ORLY (OREILLY AUTOMOTIVE INC) in Q1 2025 · 3.5% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/EW https://holdlens.com/investor/david-rolfe#2025-Q1-EW-trim-27 David Rolfe (Wedgewood Partners) trimmed EW (EDWARDS LIFESCIENCES CORP) in Q1 2025 · 3.1% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/ODFL https://holdlens.com/investor/david-rolfe#2025-Q1-ODFL-add-28 David Rolfe (Wedgewood Partners) added ODFL (OLD DOMINION FREIGHT LINE IN) in Q1 2025 · 3.0% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/UNH https://holdlens.com/investor/david-rolfe#2025-Q1-UNH-trim-29 David Rolfe (Wedgewood Partners) trimmed UNH (UNITEDHEALTH GROUP INC) in Q1 2025 · 0.7% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/david-rolfe#2025-Q1-IVV-add-30 David Rolfe (Wedgewood Partners) added IVV (ISHARES TR) in Q1 2025 · 0.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/EW https://holdlens.com/investor/david-rolfe#2024-Q4-EW-trim-31 David Rolfe (Wedgewood Partners) trimmed EW (EDWARDS LIFESCIENCES CORP) in Q4 2024 · 5.1% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim https://holdlens.com/signal/TSCO https://holdlens.com/investor/david-rolfe#2024-Q4-TSCO-add-32 David Rolfe (Wedgewood Partners) added TSCO (TRACTOR SUPPLY CO) in Q4 2024 · 5.1% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT add https://holdlens.com/signal/CDW https://holdlens.com/investor/david-rolfe#2024-Q4-CDW-trim-33 David Rolfe (Wedgewood Partners) trimmed CDW (CDW CORP) in Q4 2024 · 3.2% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim https://holdlens.com/signal/POOL https://holdlens.com/investor/david-rolfe#2024-Q4-POOL-trim-34 David Rolfe (Wedgewood Partners) trimmed POOL (POOL CORP) in Q4 2024 · 2.0% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/david-rolfe#2024-Q4-IVV-new-35 David Rolfe (Wedgewood Partners) new position IVV (ISHARES TR) in Q4 2024 · 0.3% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT new https://holdlens.com/signal/MSI https://holdlens.com/investor/david-rolfe#2024-Q2-MSI-trim-36 David Rolfe (Wedgewood Partners) trimmed MSI (MOTOROLA SOLUTIONS INC) in Q2 2024 · 5.2% of portfolio. Wed, 14 Aug 2024 00:00:00 GMT trim https://holdlens.com/signal/EW https://holdlens.com/investor/david-rolfe#2024-Q2-EW-add-37 David Rolfe (Wedgewood Partners) added EW (EDWARDS LIFESCIENCES CORP) in Q2 2024 · 4.9% of portfolio. Wed, 14 Aug 2024 00:00:00 GMT add