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David Rolfe - Wedgewood Partners
David Rolfe - Wedgewood PartnersFecha: 30 Sep 2025Inversiones: 19Valor: $547,899,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
META - Meta Platforms Inc.
8.72
Reduce 1.12%
82,848
$580.00
$48,052,000
$615.82
6.18%
$357.25
$637.89
GOOGL - Alphabet Inc.
8.36
Reduce 1.28%
257,523
$178.88
$46,066,000
$192.20
7.45%
$130.19
$201.42
TSM - Taiwan Semiconductor S.A.
8.34
Reduce 0.67%
246,132
$186.66
$45,943,000
$208.49
11.70%
$98.20
$222.20
PYPL - PayPal Holdings Inc.
7.85
Reduce 1.56%
495,384
$87.31
$43,252,000
$83.37
-4.51%
$55.77
$93.66
V - Visa Inc.
7.12
Reduce 1.34%
126,638
$309.48
$39,192,000
$307.60
-0.61%
$251.72
$321.62
AAPL - Apple Inc.
7.02
Reduce 1.01%
171,782
$225.12
$38,672,000
$237.10
5.32%
$163.48
$260.10
UNH - United Health Group Inc.
6.38
Reduce 1.50%
58,035
$605.88
$35,162,000
$520.48
-14.10%
$431.35
$628.32
BKNG - Booking Holdings Inc.
5.51
Reduce 0.94%
6,087
$4987.68
$30,360,000
$4736.70
-5.03%
$3167.39
$5337.24
CPRT - Copart Inc.
5.36
Reduce 1.21%
509,939
$57.93
$29,541,000
$55.66
-3.92%
$47.19
$64.38
MSI - Motorola Solutions Inc.
5.33
Reduce 2.04%
59,109
$496.71
$29,360,000
$455.19
-8.36%
$309.61
$506.64
MSFT - Microsoft Corp.
5.24
Reduce 1.57%
67,884
$425.20
$28,864,000
$418.87
-1.49%
$377.56
$466.57
TSCO - Tractor Supply
5.06
Reduce 1.61%
499,785
$55.75
$27,863,000
$54.58
-2.10%
$43.11
$61.29
EW - Edwards Lifesciences Corp.
4.34
Add 1.36%
359,257
$66.52
$23,898,000
$73.42
10.37%
$58.93
$96.12
TPL - Texas Pacific Land Corp.
3.27
Reduce 1.29%
13,191
$1366.39
$18,024,000
$1298.26
-4.99%
$458.25
$1767.37
CDW - CDW Corp.
3.24
Reduce 0.65%
95,851
$186.01
$17,829,000
$183.22
-1.50%
$168.43
$261.06
ODFL - Old Dominion Freight Line
2.47
Reduce 0.83%
60,328
$225.60
$13,610,000
$176.37
-21.82%
$165.07
$232.98
SPGI - S&P Global Inc.
2.26
Reduce 1.06%
24,382
$510.29
$12,442,000
$482.77
-5.39%
$405.38
$532.36
POOL - Pool Corp.
2.14
Reduce 0.67%
33,532
$351.19
$11,776,000
$326.38
-7.06%
$291.50
$417.37
ORLY - O'Reilly Automotive
1.98
Reduce 0.73%
8,822
$1238.83
$10,929,000
$1198.12
-3.29%
$935.75
$1283.97
IWF - iShares Russell 1000 Growth ETF
0.31
Buy
3,874
$401.65
$1,556,000
$416.37
3.66%
$314.08
$419.10
URI - United Rentals
3.57
Buy
24,829
$713.36
$17,712,000
$725.67
1.73%
$524.61
$890.95
ZTS - Zoetis Inc.
3.63
Buy
123,343
$151.81
$18,725,000
$153.06
0.82%
$138.77
$197.92