Fund HoldingsRAHLFS CAPITAL, LLC

Total Portfolio Value
$109.21M
Total Bought
$9.55M
Total Sold
$8.30M
Net Transaction
+$1.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
040,675+40,67502,0611.89%+2,061
MICROSOFT CORP(MSFT)15,34015,34005,7587,6306.99%+1,872
NVIDIA CORPORATION(NVDA)21,27021,27002,3053,3603.08%+1,055
VERIZON COMMUNICATIONS INC(VZ)31,78954,134+22,3451,4422,3422.14%+900
LIBERTY MEDIA CORP DEL(FWONA)08,100+8,10008460.78%+846
DOMINION ENERGY INC(D)012,050+12,05006810.62%+681
ORACLE CORP(ORCL)9,0608,785-2751,2671,9211.76%+654
ADVANCED MICRO DEVICES INC(AMD)04,300+4,30006100.56%+610
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
37,54347,958+10,4152,1452,7262.50%+581
UBER TECHNOLOGIES INC(UBER)5,87910,774+4,8954281,0050.92%+577
WILLIAMS COS INC(WMB)06,775+6,77504260.39%+426
ALPHABET INC(GOOG)18,63518,605-302,8823,2793.00%+397
DEVON ENERGY CORP NEW(DVN)011,425+11,42503630.33%+363
TEXAS INSTRS INC(TXN)12,29312,29302,2092,5522.34%+343
TKO GROUP HOLDINGS INC(TKO)10,51510,51501,6071,9131.75%+306
MICROSTRATEGY INC(MSTR)2,6102,61007521,0550.97%+303
AFLAC INC(AFL)02,847+2,84703000.27%+300
ULTA BEAUTY INC(ULTA)2,9252,92501,0721,3681.25%+296
FIDELITY WISE ORIGIN BITCOIN(FBTC)11,54011,860+3208311,1151.02%+284
AMAZON COM INC(AMZN)9,6709,610-601,8402,1081.93%+269
SNOWFLAKE INC(SNOW)01,172+1,17202620.24%+262
SERVICENOW INC(NOW)0242+24202490.23%+249
VANECK ETF TRUST
GOLD MINERS ETF
46,05545,255-8002,1172,3562.16%+239
DOLLAR GEN CORP NEW(DG)02,005+2,00502290.21%+229
META PLATFORMS INC(META)0301+30102220.20%+222
NETFLIX INC(NFLX)0165+16502210.20%+221
ISHARES INC011,050+11,05002190.20%+219
ISHARES TR6,1006,10001,6521,8571.70%+204
COUPANG INC(CPNG)25,35025,35005567590.70%+204
NEWMONT CORP(NEM)26,11025,110-1,0001,2611,4631.34%+202
PHILIP MORRIS INTL INC(PM)7,8297,82901,2431,4261.31%+183
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
5,0767,926+2,8503044750.43%+171
TESLA INC(TSLA)2,2652,26505877200.66%+133
EBAY INC.(EBAY)16,81016,81001,1391,2521.15%+113
GOLDMAN SACHS GROUP INC(GS)70070003824950.45%+113
ISHARES INC
MSCI SINGPOR ETF
45,09545,09501,0711,1721.07%+100
DISNEY WALT CO(DIS)3,9003,90003854840.44%+99
ISHARES INC
MSCI JAPAN ETF
14,76014,76001,0121,1071.01%+95
BLOCK INC(XYZ)5,1085,408+3002783670.34%+90
MEXICO FD INC20,87520,87502973670.34%+70
SAN JUAN BASIN RTY TR011,500+11,5000690.06%+69
GRAYSCALE BITCOIN TRUST ETF(GBTC)5,8444,870-9743534130.38%+60
ISHARES SILVER TR(SLV)32,60032,500-1001,0101,0660.98%+56
ISHARES INC
MSCI TAIWAN ETF
5,0755,07502412910.27%+50
ISHARES TR15,25015,25003594000.37%+41
SPDR S&P 500 ETF TR(SPY)872850-224855250.48%+40
PAYPAL HLDGS INC(PYPL)9,1368,561-5755966360.58%+40
COSTCO WHSL CORP NEW(COST)54054005115350.49%+24
GENUINE PARTS CO(GPC)7,1657,16508548690.80%+16
ISHARES TR1,8501,85002332440.22%+11
ARCHER DANIELS MIDLAND CO8,1907,640-5503934030.37%+10
JPMORGAN CHASE & CO.(JPM)838738-1002062140.20%+8
ISHARES TR9,0309,03003243320.30%+8
AT&T INC(T)12,25212,25203463550.32%+8
CVS HEALTH CORP(CVS)5,9305,93004024090.37%+7
CISCO SYS INC(CSCO)4,6254,200-4252852910.27%+6
STELLAR BANCORP INC7,5817,58102102120.19%+2
SABINE RTY TR(SBR)11,81011,985+1757987980.73%-0
SOUTHWEST AIRLS CO(LUV)7,4297,42902492410.22%-8
SHELL PLC(SHEL)5,1105,11003743600.33%-15
ALTRIA GROUP INC(MO)12,12212,12207287110.65%-17
PFIZER INC(PFE)38,45339,353+9009749540.87%-20
SOUTHSIDE BANCSHARES INC(SBSI)10,4239,423-1,0003022770.25%-25
AMGEN INC(AMGN)84084002622350.21%-27
PROCTER AND GAMBLE CO(PG)2,7552,75504704390.40%-31
KIMBERLY-CLARK CORP(KMB)2,3502,35003343030.28%-31
OCCIDENTAL PETE CORP(OXY)5,0005,00002472100.19%-37
INTEL CORP(INTC)28,65927,409-1,2506516140.56%-37
ABBOTT LABS9,2588,740-5181,2281,1891.09%-39
TARGET CORP(TGT)9,0809,08009488960.82%-52
MERCK & CO INC(MRK)5,3255,32504784220.39%-56
JD.COM INC(JD)7,3507,140-2103022330.21%-69
COCA COLA CO(KO)11,26410,264-1,0008077260.66%-81
DUKE ENERGY CORP NEW(DUK)15,41615,216-2001,8801,7951.64%-85
BANK AMERICA CORP8,3005,450-2,8503462580.24%-88
SOUTHERN CO(SO)29,57028,370-1,2002,7192,6052.39%-114
ADOBE INC(ADBE)2,5322,182-3509718440.77%-127
PEPSICO INC(PEP)10,51510,665+1501,5771,4081.29%-168
BLACK STONE MINERALS L P(BSM)84,26784,26701,2871,1021.01%-185
MCDONALDS CORP(MCD)9,2809,28002,8992,7112.48%-187
CHEVRON CORP NEW(CVX)8,1548,15401,3641,1681.07%-197
JOHNSON & JOHNSON(JNJ)10,1119,400-7111,6771,4361.31%-241
ABBVIE INC(ABBV)7,5127,012-5001,5741,3021.19%-272
BRISTOL-MYERS SQUIBB CO(BMY)20,96120,96101,2789700.89%-308
EOG RES INC(EOG)9,0406,690-2,3501,1598000.73%-359
SANOFI(SNY)6,9750-6,9753870-387
EXXON MOBIL CORP38,46537,885-5804,5754,0843.74%-491
WALMART INC(WMT)60,06948,665-11,4045,2734,7584.36%-515
BERKSHIRE HATHAWAY INC DEL14,21213,837-3757,5696,7226.15%-847
APPLE INC(AAPL)47,50039,035-8,46510,5518,0097.33%-2,542
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