David Rolfe - Wedgewood Partners Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Wedgewood Partners portfolio managed by David Rolfe was diversified across 7 sectors, according to the most recent SEC 13F filing dated Feb 17, 2026. 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 33.7% of total portfolio value, followed by Technology and Communication Services and Consumer Cyclical. Together, the top three sectors account for 67.9% 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 | 33.73% |
| Communication Services | 18.10% |
| Consumer Cyclical | 16.03% |
| Financial Services | 14.65% |
| Industrials | 11.08% |
| Healthcare | 5.34% |
| ETF | 1.06% |