David Rolfe - Wedgewood Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $496.46M |
Wedgewood Partners Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 32.52% | |
| Communication Services | 17.50% | |
| Financial Services | 16.90% | |
| Consumer Cyclical | 14.44% | |
| Industrials | 14.44% | |
| Healthcare | 3.61% | |
| ETF | 0.61% | |