David Rolfe - Wedgewood Partners Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio managed by David Rolfe was diversified across 6 sectors as of quarter-end Jun 30, 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 30.7% of total portfolio value, followed by Technology and Financial Services and Communication Services. Together, the top three sectors account for 67.5% 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.