StockMETA - Meta Platforms Inc.
% de la cartera8.72
Actividad recienteReduce 1.12%
Comparte82,848
Precio$580.00
Valor$48,052,000
Precio Actual$615.82
Precio reportado6.18%
52 Week Low$357.25
52 Week High$637.89
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David Rolfe - Wedgewood Partners
David Rolfe - Wedgewood PartnersFecha: 30 Jun 2026Inversiones: 18Valor: $484,432,000
Inversiones actuales
StockGOOGL - Alphabet Inc.
% de la cartera8.36
Actividad recienteReduce 1.28%
Comparte257,523
Precio$178.88
Valor$46,066,000
Precio Actual$192.20
Precio reportado7.45%
52 Week Low$130.19
52 Week High$201.42
StockTSM - Taiwan Semiconductor S.A.
% de la cartera8.34
Actividad recienteReduce 0.67%
Comparte246,132
Precio$186.66
Valor$45,943,000
Precio Actual$208.49
Precio reportado11.70%
52 Week Low$98.20
52 Week High$222.20
StockPYPL - PayPal Holdings Inc.
% de la cartera7.85
Actividad recienteReduce 1.56%
Comparte495,384
Precio$87.31
Valor$43,252,000
Precio Actual$83.37
Precio reportado-4.51%
52 Week Low$55.77
52 Week High$93.66
StockV - Visa Inc.
% de la cartera7.12
Actividad recienteReduce 1.34%
Comparte126,638
Precio$309.48
Valor$39,192,000
Precio Actual$307.60
Precio reportado-0.61%
52 Week Low$251.72
52 Week High$321.62
StockAAPL - Apple Inc.
% de la cartera7.02
Actividad recienteReduce 1.01%
Comparte171,782
Precio$225.12
Valor$38,672,000
Precio Actual$237.10
Precio reportado5.32%
52 Week Low$163.48
52 Week High$260.10
StockUNH - United Health Group Inc.
% de la cartera6.38
Actividad recienteReduce 1.50%
Comparte58,035
Precio$605.88
Valor$35,162,000
Precio Actual$520.48
Precio reportado-14.10%
52 Week Low$431.35
52 Week High$628.32
StockBKNG - Booking Holdings Inc.
% de la cartera5.51
Actividad recienteReduce 0.94%
Comparte6,087
Precio$4987.68
Valor$30,360,000
Precio Actual$4736.70
Precio reportado-5.03%
52 Week Low$3167.39
52 Week High$5337.24
StockCPRT - Copart Inc.
% de la cartera5.36
Actividad recienteReduce 1.21%
Comparte509,939
Precio$57.93
Valor$29,541,000
Precio Actual$55.66
Precio reportado-3.92%
52 Week Low$47.19
52 Week High$64.38
StockMSI - Motorola Solutions Inc.
% de la cartera5.33
Actividad recienteReduce 2.04%
Comparte59,109
Precio$496.71
Valor$29,360,000
Precio Actual$455.19
Precio reportado-8.36%
52 Week Low$309.61
52 Week High$506.64
StockMSFT - Microsoft Corp.
% de la cartera5.24
Actividad recienteReduce 1.57%
Comparte67,884
Precio$425.20
Valor$28,864,000
Precio Actual$418.87
Precio reportado-1.49%
52 Week Low$377.56
52 Week High$466.57
StockTSCO - Tractor Supply
% de la cartera5.06
Actividad recienteReduce 1.61%
Comparte499,785
Precio$55.75
Valor$27,863,000
Precio Actual$54.58
Precio reportado-2.10%
52 Week Low$43.11
52 Week High$61.29
StockEW - Edwards Lifesciences Corp.
% de la cartera4.34
Actividad recienteAdd 1.36%
Comparte359,257
Precio$66.52
Valor$23,898,000
Precio Actual$73.42
Precio reportado10.37%
52 Week Low$58.93
52 Week High$96.12
StockTPL - Texas Pacific Land Corp.
% de la cartera3.27
Actividad recienteReduce 1.29%
Comparte13,191
Precio$1366.39
Valor$18,024,000
Precio Actual$1298.26
Precio reportado-4.99%
52 Week Low$458.25
52 Week High$1767.37
StockCDW - CDW Corp.
% de la cartera3.24
Actividad recienteReduce 0.65%
Comparte95,851
Precio$186.01
Valor$17,829,000
Precio Actual$183.22
Precio reportado-1.50%
52 Week Low$168.43
52 Week High$261.06
StockODFL - Old Dominion Freight Line
% de la cartera2.47
Actividad recienteReduce 0.83%
Comparte60,328
Precio$225.60
Valor$13,610,000
Precio Actual$176.37
Precio reportado-21.82%
52 Week Low$165.07
52 Week High$232.98
StockSPGI - S&P Global Inc.
% de la cartera2.26
Actividad recienteReduce 1.06%
Comparte24,382
Precio$510.29
Valor$12,442,000
Precio Actual$482.77
Precio reportado-5.39%
52 Week Low$405.38
52 Week High$532.36
StockPOOL - Pool Corp.
% de la cartera2.14
Actividad recienteReduce 0.67%
Comparte33,532
Precio$351.19
Valor$11,776,000
Precio Actual$326.38
Precio reportado-7.06%
52 Week Low$291.50
52 Week High$417.37
StockORLY - O'Reilly Automotive
% de la cartera1.98
Actividad recienteReduce 0.73%
Comparte8,822
Precio$1238.83
Valor$10,929,000
Precio Actual$1198.12
Precio reportado-3.29%
52 Week Low$935.75
52 Week High$1283.97
StockIWF - iShares Russell 1000 Growth ETF
% de la cartera0.31
Actividad recienteBuy
Comparte3,874
Precio$401.65
Valor$1,556,000
Precio Actual$416.37
Precio reportado3.66%
52 Week Low$314.08
52 Week High$419.10
StockURI - United Rentals
% de la cartera3.57
Actividad recienteBuy
Comparte24,829
Precio$713.36
Valor$17,712,000
Precio Actual$725.67
Precio reportado1.73%
52 Week Low$524.61
52 Week High$890.95
StockZTS - Zoetis Inc.
% de la cartera3.63
Actividad recienteBuy
Comparte123,343
Precio$151.81
Valor$18,725,000
Precio Actual$153.06
Precio reportado0.82%
52 Week Low$138.77
52 Week High$197.92
StockCB - Chubb Limited
% de la cartera3.29
Actividad recienteBuy
Comparte56,526
Precio$312.12
Valor$17,643,000
Precio Actual$331.89
Precio reportado6.33%
52 Week Low$259.71
52 Week High$335.60
StockAMZN - Amazon.com Inc.
% de la cartera2.51
Actividad recienteBuy
Comparte58,266
Precio$230.82
Valor$13,449,000
Precio Actual$201.15
Precio reportado-12.85%
52 Week Low$161.38
52 Week High$258.60
StockPGR - Progressive Corp.
% de la cartera3.41
Actividad recienteBuy
Comparte83,352
Precio$198.24
Valor$16,524,000
Precio Actual$199.73
Precio reportado0.75%
52 Week Low$187.87
52 Week High$272.29
StockTOL - Toll Brothers
% de la cartera2.49
Actividad recienteBuy
Comparte88,275
Precio$136.47
Valor$12,047,000
Precio Actual$126.22
Precio reportado-7.51%
52 Week Low$100.15
52 Week High$168.05
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
CB - Chubb Limited
3.29
Buy
56,526
$312.12
$17,643,000
$331.89
6.33%
$259.71
$335.60
AMZN - Amazon.com Inc.
2.51
Buy
58,266
$230.82
$13,449,000
$201.15
-12.85%
$161.38
$258.60
PGR - Progressive Corp.
3.41
Buy
83,352
$198.24
$16,524,000
$199.73
0.75%
$187.87
$272.29
TOL - Toll Brothers
2.49
Buy
88,275
$136.47
$12,047,000
$126.22
-7.51%
$100.15
$168.05