David Rolfe's Top Holdings Snapshot: Portfolio Changes Revealed
Wedgewood Partners' David Rolfe saw a net decrease in most holdings during the period, with notable increases in Motorola Solutions.
As of December 31, 2025, David Rolfe's portfolio at Wedgewood Partners totals approximately $535 million, with Technology and Communication Services sectors dominating the top holdings. The snapshot reveals a net decrease in most positions during the period, with notable increases in Motorola Solutions.
Taiwan Semiconductor Manufacturing Co. (TSM) remains the largest holding at 10.48% allocation, but saw a reduction of 2.44% in shares. Similarly, Alphabet (GOOGL) experienced a significant 20.9% decrease in shares, while Meta (META) and Microsoft (MSFT) also saw modest reductions.
In contrast, Motorola Solutions (MSI) stands out with a substantial 24.61% increase in shares during the period. Apple (AAPL) and Visa (V) also decreased their allocations, while Booking Holdings (BKNG) maintained its position despite slight share reduction.
For detailed analysis of David Rolfe's investment activity, visit the investor profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. For stock-specific information, explore Motorola Solutions at https://www.insiderset.com/investors/stocks/MSI.