David Rolfe - Wedgewood Partners Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Wedgewood Partners portfolio managed by David Rolfe was diversified across 7 sectors, according to the most recent SEC 13F filing dated May 15, 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 31.5% of total portfolio value, followed by Technology and Consumer Cyclical and Communication Services. Together, the top three sectors account for 67.7% 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.