These are David Rolfe’s Top 10 Tracks – 24/7 Wall St.

David A. Rolfe is Chief Investment Officer at Wedgewood Partners and has managed the Wedgewood portfolio for 18 years. Wedgewood Partners is currently among the top performers hedge funds based on a 3-year annualized weighted return.

Rolfe takes a patient and focused approach to long-term investing. Prior to joining Wedgewood Partners, Rolfe was a portfolio manager at Boatmen’s Trust. He holds a BSBA in finance from the University of Missouri-St. Louis and the Chartered Financial Analyst designation. Let’s take a look at David Rolfe’s top 10 holdings.

David Rolfe’s top 10 holdings

We referred to the latest 13F deposit (June 30, 2022) from Wedgewood Partners to propose David Rolfe’s top 10 holdings.

  1. CDW

Founded in 1984 and based in Lincolnshire, Illinois, this company offers information technology solutions. Rolfe owns over 185,000 shares of CDW (NASDAQ: CDW), with a market value of over $29 million and representing 5.05% of the portfolio.

Rolfe first took a position in CDW shares in the third quarter of 2019 and sold some shares in the last quarter. Shares of CDW are down nearly 22% year-to-date, but have risen more than 1% in the past three months.

  1. UnitedHealth Group

Founded in 1977 and based in Minnetonka, Minnesota, this company offers healthcare coverage, software and data consulting services. Rolfe owns more than 62,000 shares of UnitedHealth Group Inc (NYSE: UNH), with a market value of over $32 million and representing 5.54% of the portfolio.

Rolfe first took a position in shares of UnitedHealth Group in the third quarter of 2021 and sold some shares in the last quarter. Shares of UnitedHealth Group are up nearly 3% year-to-date and more than 2% in the past three months.

  1. Edwards life sciences

Founded in 1958 and based in Irvine, Calif., this company provides patient-focused medical innovations for heart disease monitoring and critical care. Rolfe owns more than 340,000 shares of Edwards Lifesciences Corp (NYSE: EW), with a market value of more than $32 million and representing 5.60% of the portfolio.

Rolfe first took a position in Edwards Lifesciences shares in the first quarter of 2017 and sold some shares in the last quarter. Edwards Lifesciences shares are down more than 34% year-to-date and nearly 13% in the past three months.

  1. tractor supply

Founded in 1938 and based in Brentwood, Tennessee, this company sells farm and ranch products. Rolfe owns more than 179,000 shares of tractor supply Co (NASDAQ: TSCO), with a market value of over $34 million and representing 6.02% of the portfolio.

Rolfe first took a position in shares of Tractor Supply in the fourth quarter of 2016 and sold some shares of it during the last quarter. Shares of Tractor Supply are down 19% year-to-date and nearly 2% in the past three months.

  1. Motorola Solutions

Founded in 1928 and based in Chicago, this company offers communications infrastructure, devices, accessories, software and services. Rolfe owns over 167,000 shares of Motorola Solutions Inc (NYSE: MSI), with a market value of over $35 million and representing 6.06% of the portfolio.

Rolfe first took a position in shares of Motorola Solutions in the second quarter of 2019 and sold some shares of it during the last quarter. Shares of Motorola Solutions are down nearly 16% year-to-date, but have risen nearly 8% in the past three months.

  1. Metaplatforms

Founded in 2004 and based in Menlo Park, California, this company develops and operates social media applications. Rolfe owns more than 217,000 shares of Metaplatforms Inc (NASDAQ:META), with a market value of over $35 million and representing 6.07% of the portfolio.

Rolfe first took a position in shares of Meta Platforms in the first quarter of 2018 and sold some shares in the last quarter. Shares of Meta Platforms are down nearly 59% year-to-date and nearly 18% in the past three months.

  1. Alphabet

Founded in 2015 and based in Mountain View, Calif., it’s a holding company of Google and many other tech companies. Rolfe owns over 329,000 shares of Alphabet Inc (NASDAQ:GOOGL), with a market value of over $35 million and representing 6.20% of the portfolio.

Rolfe first took a position in shares of Alphabet in the second quarter of 2014 and sold some shares in the last quarter. Alphabet shares are down nearly 32% year-to-date and nearly 13% over the past three months.

  1. Microsoft

Founded in 1975 and based in Redmond, Washington, this company offers software, services, devices and solutions. Rolfe owns over 141,000 shares of Microsoft Corporation (NASDAQ: MSFT), with a market value of over $36 million and representing 6.27% of the portfolio.

Rolfe first held a position in Microsoftin the first quarter of 2020 and sold some shares of it in the last quarter. Microsoft shares are down more than 28% year-to-date and more than 8% in the past three months.

  1. Visa

Founded in 1958 and based in San Francisco, this company offers digital payment services. Rolfe owns over 196,000 shares of Visa Inc (NYSE: V), with a market value of over $38 million and representing 6.68% of the portfolio.

Rolfe first took a position in Visa shares in the fourth quarter of 2008 and sold some shares in the last quarter. Visa shares are down more than 16% year-to-date and more than 9% in the past three months.

  1. Apple

Founded in 1976 and based in Cupertino, California, this company focuses on consumer electronics, software and online services. Rolfe owns more than 367,000 shares of Apple Inc (NASDAQ: AAPL), with a market value of over $50 million and representing 8.67% of the portfolio.

Rolfe first took a position in Apple shares in the first quarter of 2006 and sold a few shares during the last quarter. Apple shares are down nearly 20% year-to-date, but are up nearly 1% in the past three months.

This article originally appeared on Walk of value

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