Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RAHLFS CAPITAL, LLC (CIK 2056410) reported $136.1M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($12.8M, 9.37%), AAPL ($9.4M, 6.88%), BRK/B ($7.2M, 5.28%), XOM ($6.1M, 4.50%), WMT ($5.8M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $12.8M | 9.37% | 251,930 | Added |
| 2 | AAPL | APPLE INC | $9.4M | 6.88% | 36,920 | Hold |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2M | 5.28% | 14,992 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $6.1M | 4.50% | 36,126 | Trimmed |
| 5 | WMT | WALMART INC | $5.8M | 4.29% | 47,015 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $5.3M | 3.90% | 18,445 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $5.2M | 3.80% | 13,965 | Trimmed |
| 8 | GDX | VANECK ETF TRUST | $4.1M | 2.98% | 44,255 | Trimmed |
| 9 | MCD | MCDONALDS CORP | $2.8M | 2.09% | 9,160 | Trimmed |
| 10 | SO | SOUTHERN CO | $2.7M | 1.98% | 27,895 | Hold |
| 11 | VNLA | JANUS DETROIT STR TR | $2.7M | 1.97% | 55,000 | Hold |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.92% | 46,197 | Hold |
| 13 | NEM | NEWMONT CORP | $2.6M | 1.88% | 23,585 | Trimmed |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $2.6M | 1.88% | 50,896 | Trimmed |
| 15 | APA | APA CORPORATION | $2.5M | 1.83% | 58,700 | Hold |
| 16 | TXN | TEXAS INSTRS INC | $2.3M | 1.71% | 11,963 | Hold |
| 17 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.54% | 8,600 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.0M | 1.46% | 9,560 | Hold |
| 19 | TKO | TKO GROUP HOLDINGS INC | $2.0M | 1.44% | 9,745 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 1.44% | 11,270 | Hold |
| 21 | DUK | DUKE ENERGY CORP NEW | $2.0M | 1.44% | 14,986 | Hold |
| 22 | OEF | ISHARES TR | $1.9M | 1.43% | 6,100 | Hold |
| 23 | EOG | EOG RES INC | $1.8M | 1.30% | 12,280 | Added |
| 24 | CVX | CHEVRON CORPORATION | $1.7M | 1.23% | 8,069 | Hold |
| 25 | PEP | PEPSICO INC | $1.7M | 1.22% | 10,665 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31