David Rolfe Portfolio Analysis: Concentration in Tech Giants as of Dec 31, 2025

Wedgewood Partners' portfolio for David Rolfe, as of December 31, 2025, demonstrates notable concentration in large-cap technology and communication services stocks. The holdings reflect significant exposure to some of the largest and most prominent companies in the U.S. equity market.

The largest position is Taiwan Semiconductor Manufacturing Co. Ltd. (TSM), holding 10.48% of the portfolio. This position saw a slight reduction in shares (-2.44%) compared to the previous period. Rolfe's stake in Alphabet Inc. (GOOGL) remains substantial at 9.58% allocation, though it experienced a significant decline in shares (-20.9%) and value. Meta Platforms Inc. (META) continues to be a major holding at 8.52% allocation.

Apple Inc. (AAPL) and Microsoft Corp. (MSFT) round out the top five largest holdings, representing 7.26% and 7.0% of the portfolio respectively. While both saw share reductions (-14.36% and -2.16%), their allocations remain significant. Other notable positions include Booking Holdings Inc. (BKNG) at 5.82%, Visa Inc. (V) at 5.71%, Motorola Solutions Inc. (MSI) at 5.13%, and Tractor Supply Co. (TSCO) at 4.49%.

For a detailed view of David Rolfe's investment profile and holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. You can also explore each stock holding individually:

Taiwan Semiconductor Manufacturing Co. Ltd. (TSM): https://www.insiderset.com/investors/stocks/TSM

Alphabet Inc. (GOOGL): https://www.insiderset.com/investors/stocks/GOOGL

Meta Platforms Inc. (META): https://www.insiderset.com/investors/stocks/META

Apple Inc. (AAPL): https://www.insiderset.com/investors/stocks/AAPL

Microsoft Corp. (MSFT): https://www.insiderset.com/investors/stocks/MSFT

Booking Holdings Inc. (BKNG): https://www.insiderset.com/investors/stocks/BKNG

Visa Inc. (V): https://www.insiderset.com/investors/stocks/V

Motorola Solutions Inc. (MSI): https://www.insiderset.com/investors/stocks/MSI

Tractor Supply Co. (TSCO): https://www.insiderset.com/investors/stocks/TSCO

United Rentals Inc. (URI): https://www.insiderset.com/investors/stocks/URI