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David Rolfe / Wedgewood

Tier 2 · PRIORITY · cloneable · 31-DEC-2025 → 31-MAR-2026

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

13FScore 73/100 — cloning their disclosed top holdings over ~4.6y returned +19%/yr vs S&P +11%/yr (alpha +9%/yr), ahead of the market in 32% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$PGR · PROGRESSIVE CORP3.4%$16,523,700MedAuto and property insurance
$TOL · TOLL BROTHERS INC2.5%$12,046,889MedLuxury homebuilder

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$AMZN · AMAZON COM INC4.3%+71%LowE-commerce, AWS cloud computing, advertising, devices

Top holdings now

Issuer% bookBusiness
$GOOGL · ALPHABET INC9.2%Google parent — search, ads, YouTube, Android, Google Cloud
$TSM · TAIWAN SEMICONDUCTOR MANUFAC9.0%
$META · META PLATFORMS INC7.8%Facebook, Instagram, WhatsApp; digital ads and AI
$AAPL · APPLE INC7.1%iPhone, Mac, services and consumer electronics
$MSI · MOTOROLA SOLUTIONS INC6.1%Public-safety radios and security systems
$MSFT · MICROSOFT CORP5.7%Windows, Office, Azure cloud, Xbox, AI software
$V · VISA INC5.2%Global card payment network
$BKNG · BOOKING HOLDINGS INC4.8%Online travel reservations (Booking.com, Priceline)
$ODFL · OLD DOMINION FREIGHT LINE IN4.6%Less-than-truckload (LTL) freight carrier
$AMZN · AMAZON COM INC4.3%E-commerce, AWS cloud computing, advertising, devices

Generated 2026-06-27 · Alpha-Investor tracker