David Rolfe - Wedgewood PartnersFecha: 30 Jun 2023Inversiones: 36Valor: $620,287,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
AAPL - Apple Inc.
10.32
Reduce 7.54%
329,962
$193.97
$64,002,000
$181.88
-6.23%
$123.48
$197.70
META - Meta Platforms Inc.
7.74
Reduce 10.19%
167,265
$286.97
$48,000,000
$318.86
11.11%
$94.79
$330.54
MSI - Motorola Solutions Inc.
7.14
Reduce 4.20%
151,095
$293.27
$44,312,000
$304.99
4.00%
$242.59
$308.16
V - Visa Inc.
6.76
Reduce 5.56%
176,665
$237.48
$41,954,000
$244.75
3.06%
$191.76
$250.06
GOOGL - Alphabet Inc.
6.61
Reduce 3.57%
342,458
$119.70
$40,992,000
$131.04
9.47%
$84.86
$141.22
MSFT - Microsoft Corp.
6.24
Reduce 4.25%
113,575
$340.53
$38,676,000
$360.52
5.87%
$217.86
$366.01
TSCO - Tractor Supply
5.75
Reduce 5.03%
161,455
$221.10
$35,697,000
$199.15
-9.93%
$185.00
$246.34
UNH - United Health Group Inc.
5.69
Reduce 2.41%
73,417
$480.62
$35,286,000
$538.60
12.06%
$442.14
$546.78
TSM - Taiwan Semiconductor S.A.
5.50
Reduce 0.02%
338,042
$100.92
$34,114,000
$92.40
-8.44%
$62.94
$109.66
CPRT - Copart Inc.
5.28
Reduce 4.82%
718,012
$45.60
$32,743,000
$46.53
2.04%
$27.79
$47.39
PYPL - PayPal Holdings Inc.
5.19
Add 46.13%
482,868
$66.73
$32,221,000
$54.63
-18.13%
$50.25
$92.62
CDW - CDW Corp.
5.12
Reduce 1.67%
172,984
$183.49
$31,741,000
$208.06
13.39%
$158.63
$215.81
EW - Edwards Lifesciences Corp.
4.79
Reduce 4.51%
315,173
$94.33
$29,729,000
$66.52
-29.48%
$60.57
$94.87
BKNG - Booking Holdings Inc.
3.98
Add 2.57%
9,133
$2700.21
$24,661,000
$3010.23
11.48%
$1830.07
$3251.71
ODFL - Old Dominion Freight Line
3.34
Add 1.10%
56,012
$369.72
$20,709,000
$396.21
7.16%
$276.30
$437.25
POOL - Pool Corp.
2.70
Add 0.24%
44,738
$374.63
$16,760,000
$334.02
-10.84%
$290.42
$416.04
SPGI - S&P Global Inc.
2.39
Reduce 4.48%
36,980
$400.87
$14,824,000
$384.56
-4.07%
$309.58
$427.65
TPL - Texas Pacific Land Corp.
1.45
Reduce 4.16%
6,813
$1316.45
$8,969,000
$1702.99
29.36%
$1264.09
$2719.79
GOOG - Alphabet Inc. CL C
1.36
Reduce 15.27%
69,627
$120.96
$8,422,000
$132.44
9.49%
$85.57
$142.38
BRK.B - Berkshire Hathaway CL B
1.06
Reduce 3.38%
19,300
$340.98
$6,581,000
$346.18
1.53%
$288.06
$373.34
USB - U.S. Bancorp
0.33
Add 22.45%
61,775
$33.04
$2,041,000
$34.82
5.39%
$26.47
$47.84
BX - Blackstone Group
0.25
Add 4.69%
16,750
$92.96
$1,557,000
$98.97
6.47%
$69.25
$115.77
T - AT&T Inc.
0.19
Reduce 1.63%
75,625
$15.95
$1,206,000
$15.85
-0.63%
$13.18
$21.71
JNJ - Johnson & Johnson
0.13
Add 0.62%
4,905
$165.34
$811,000
$150.94
-8.71%
$144.95
$177.11
VZ - Verizon Communications
0.13
Add 0.54%
21,290
$37.15
$791,000
$35.94
-3.26%
$30.14
$42.33
AEE - Ameren Corp.
0.09
6,900
$81.59
$563,000
$78.01
-4.39%
$69.71
$90.32
BA - Boeing Co.
0.09
2,775
$210.81
$585,000
$191.43
-9.19%
$164.91
$243.10
DIS - Walt Disney Co.
0.05
Add 8.20%
3,300
$89.09
$294,000
$84.60
-5.04%
$78.73
$118.18
KHC - Kraft Heinz Co.
0.05
8,000
$35.50
$284,000
$33.11
-6.73%
$30.68
$41.35
PEP - PepsiCo Inc.
0.05
Buy
1,750
$185.14
$324,000
$167.20
-9.69%
$155.83
$192.79
VEA - Vanguard FTSE Developed ETF
0.05
Buy
6,493
$46.05
$299,000
$43.73
-5.04%
$38.05
$47.16
BP - BP plc
0.04
Reduce 17.91%
6,875
$35.20
$242,000
$35.48
0.80%
$30.90
$40.84
ED - Consolidated Edison
0.04
Reduce 31.25%
2,750
$90.18
$248,000
$89.51
-0.74%
$80.46
$99.18
F - Ford Motor
0.04
15,625
$15.10
$236,000
$10.17
-32.65%
$9.53
$15.02
AMZN - Amazon.com Inc.
0.03
Buy
1,600
$130.00
$208,000
$142.76
9.82%
$81.43
$145.86
WBD - Warner Bros. Discovery Inc.
0.03
Add 0.42%
16,422
$12.48
$205,000
$11.62
-6.89%
$8.82
$16.34
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