David Rolfe - Wedgewood Partners Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Wedgewood Partners portfolio managed by David Rolfe was diversified across 6 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 32.1% of total portfolio value, followed by Technology and Communication Services and Financial Services. Together, the top three sectors account for 65.6% of the portfolio, reflecting David Rolfe's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 32.14% | |
| Communication Services | 17.92% | |
| Financial Services | 15.50% | |
| Consumer Cyclical | 15.11% | |
| Industrials | 12.92% | |
| Healthcare | 6.40% | |