David Rolfe – Wedgewood Partners Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Wedgewood Partners portfolio managed by David Rolfe was diversified across 6 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 32.1% of total portfolio value, followed by Communication Services and Financial Services and Consumer Cyclical. Together, the top three sectors account for 65.6% of the portfolio, reflecting David Rolfe's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.