Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

REXFORD CAPITAL INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

REXFORD CAPITAL INC (CIK 2081847) reported $140.2M across 311 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KLAC ($4.2M, 3.03%), VOO ($4.2M, 2.96%), CAT ($4.0M, 2.82%), AAPL ($3.5M, 2.49%), BRK/B ($3.3M, 2.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1KLACKLA-TENCOR CORP$4.2M3.03%2,882Trimmed
2VOOVANGUARD S&P 500 ETF$4.2M2.96%6,945Added
3CATCATERPILLAR INC COM$4.0M2.82%5,589Trimmed
4AAPLAPPLE INC$3.5M2.49%13,770Added
5BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$3.3M2.36%6,895Added
6NVDANVIDIA CORPORATION COM$3.0M2.14%17,230Added
7WMTWALMART INC COM$2.2M1.58%17,811Added
8RTXRTX CORPORATION COM$2.0M1.40%10,201Trimmed
9AMGNAMGEN INC$1.9M1.37%5,456Added
10AMATAPPLIED MATLS INC COM$1.9M1.34%5,490Added
11GOOGALPHABET INC CAP STK CL C$1.9M1.33%6,517Added
12VLOVALERO ENERGY CORP$1.8M1.26%7,176Trimmed
13RCLROYAL CARRIBBEAN CRUISES LTD$1.8M1.25%6,389Hold
14ORCLORACLE CORPORATION$1.7M1.25%11,877Added
15XOMEXXON MOBIL CORP COM$1.7M1.25%10,314Added
16GRMNGARMIN LTD SHS$1.7M1.24%7,479Added
17GDGENERAL DYNAMICS CORP COM$1.7M1.21%4,960Added
18MSIMOTOROLA SOLUTIONS INC COM NEW$1.7M1.20%3,875Trimmed
19GLWCORNING INC COM$1.6M1.16%11,940Trimmed
20LLYELI LILLY & CO COM$1.5M1.09%1,656Added
21MCDMCDONALDS CORP COM$1.5M1.08%4,885Added
22JNJJOHNSON & JOHNSON COM$1.4M1.03%5,920Added
23BRK/ABERKSHIRE HATHAWAY INC DEL CL A$1.4M1.02%2Hold
24STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$1.3M0.95%3,401Hold
25AZNCFASTRAZENECA PLC- SPONS ADR$1.3M0.95%6,728Trimmed

Source: SEC Form 13F filings · as of 2026-03-31