David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q4 2013)

According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2013. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2013, the filing reported:

New Buys - None reported

Increases - Apple Inc., American Express Company, Berkshire Hathaway Inc. New, Cummins Inc., Cognizant Technology Solutions , and 3 more

Reductions - Gilead Sciences, Inc.

Complete Exits - Charles Schwab Corporation (The

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2013	AAPL Apple Inc.	Apple Inc.	Buy	+39,434	+4.7%	$491.88K	876,762
Q4 2013	AXP American Express Company	American Express Company	Buy	+112,609	+8.1%	$136.22K	1,501,341
Q4 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+238,587	+9.7%	$319.99K	2,698,966
Q4 2013	CMI Cummins Inc.	Cummins Inc.	Buy	+118,650	+7.7%	$233.49K	1,656,312
Q4 2013	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Buy	+103,682	+3.3%	$327.45K	3,242,774
Q4 2013	GILD Gilead Sciences, Inc.	Gilead Sciences, Inc.	Sell	-712,930	-28.4%	$135.25K	1,800,984
Q4 2013	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+404,940	+10.1%	$326.45K	4,396,586
Q4 2013	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell - Position Exit	-4,983,463	-100.0%	$0.00	-
Q4 2013	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+99,884	+5.4%	$175.12K	1,943,361
Q4 2013	SRCL Stericycle, Inc.	Stericycle, Inc.	Buy	+130,908	+8.9%	$186.16K	1,602,436