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David Rolfe / Wedgewood

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $484,285,577 · 22 positions · top-10 63.7% · SEC filing history →

13FScore 90/100 — cloning their disclosed top holdings over ~4.7y returned +26%/yr vs S&P +10%/yr (alpha +15%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$PGR · PROGRESSIVE CORP3.4%$16,523,700+5%MedThe Progressive Corporation is one of the largest US auto insurers, also offering property, commercial, and other personal insurance products directly and through agents.S&P
$TOL · TOLL BROTHERS INC2.5%$12,046,889+10%MedToll Brothers is a US homebuilder that designs and constructs luxury single-family and multifamily homes and communities, along with related mortgage, title and financial services.

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$AMZN · AMAZON COM INC4.3%+71%+19%LowAmazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →

Top holdings now

Issuer% bookSince entryBusinessTags
$GOOGL · ALPHABET INC9.2%+165% Q3 '23Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$TSM · TAIWAN SEMICONDUCTOR MANUFAC9.0%+232% Q2 '21Taiwan Semiconductor Manufacturing (TSMC) is the world's largest dedicated semiconductor foundry, manufacturing advanced logic chips on a contract basis for fabless chip designers.CitriniSerenityBitget →
$META · META PLATFORMS INC7.8%+115% Q3 '23Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$AAPL · APPLE INC7.1%+156% ≥Q2 '21Apple designs and sells consumer electronics including the iPhone, Mac, iPad, and wearables, along with software and services such as the App Store and iCloud.NASDAQS&PCitriniSerenityBitget →
$MSI · MOTOROLA SOLUTIONS INC6.1%+96% ≥Q2 '21Motorola Solutions provides mission-critical communications equipment, land-mobile radios, software, video security, and command-center systems for public-safety agencies and enterprises.S&P
$MSFT · MICROSOFT CORP5.7%+52% ≥Q2 '21Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$V · VISA INC5.2%+56% Q3 '23Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$BKNG · BOOKING HOLDINGS INC4.8%+47% Q3 '23Booking Holdings operates online travel-reservation platforms including Booking.com, Priceline, Agoda, Kayak, and OpenTable, connecting travelers with lodging, flights, rental cars, and restaurants.NASDAQS&P
$ODFL · OLD DOMINION FREIGHT LINE IN4.6%+87% ≥Q2 '21Old Dominion Freight Line is a less-than-truckload (LTL) motor carrier that provides regional and national freight transportation and logistics services across North America.NASDAQS&P
$AMZN · AMAZON COM INC4.3%+7% Q4 '25Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker