Fund HoldingsRAHLFS CAPITAL, LLC

Total Portfolio Value
$136.18M
Total Bought
$8.20M
Total Sold
$10.94M
Net Transaction
-$2.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INTEL CORP(INTC)36,75936,75901,6225,1333.77%+3,510
META PLATFORMS INC(META)03,521+3,52101,9831.46%+1,983
ALPHABET INC(GOOG)18,44520,115+1,6705,3047,1885.28%+1,884
APPLE INC(AAPL)36,92037,020+1009,37010,7127.87%+1,342
TEXAS INSTRS INC(TXN)11,96311,563-4002,3223,4472.53%+1,124
ISHARES INC026,250+26,25009060.66%+906
EBAY INC.(EBAY)15,61017,545+1,9351,4211,9611.44%+540
AMAZON COM INC(AMZN)9,5609,955+3951,9912,3731.74%+382
BERKSHIRE HATHAWAY INC DEL14,99214,99207,1847,5025.51%+318
SNOWFLAKE INC(SNOW)01,172+1,17202980.22%+298
ISHARES TR6,1006,10001,9402,2321.64%+292
NVIDIA CORPORATION(NVDA)11,27011,27001,9652,2551.66%+290
SYNOPSYS INC(SNPS)0615+61502740.20%+274
ISHARES TR
CORE DIV GRWTH
02,700+2,70002050.15%+205
ISHARES INC
MSCI TAIWAN ETF
5,0755,07503605510.40%+191
CVS HEALTH CORP(CVS)5,9305,93004266130.45%+188
CISCO SYS INC(CSCO)4,2004,20003264930.36%+167
ISHARES INC
MSCI JAPAN ETF
14,76014,76001,2461,3771.01%+130
PHILIP MORRIS INTL INC(PM)7,8297,82901,2941,4161.04%+122
GOLDMAN SACHS GROUP INC(GS)70070005927080.52%+116
TAIWAN FD INC(TWN)3,5003,50002303370.25%+107
ABBVIE INC(ABBV)6,3995,899-5001,3921,4841.09%+93
GENUINE PARTS CO(GPC)6,9776,97707388230.60%+85
BLOCK INC(XYZ)5,2585,25803164000.29%+83
STATE STR SPDR S&P 500 ETF T(SPY)85085005536350.47%+82
JOHNSON & JOHNSON(JNJ)8,6008,60002,1022,1841.60%+82
DOMINION ENERGY INC(D)12,05012,05007458230.60%+78
ARCHER DANIELS MIDLAND CO20,81020,81001,5131,5901.17%+77
TARGET CORP(TGT)7,6977,69709331,0050.74%+72
ALTRIA GROUP INC(MO)11,59711,59707658340.61%+69
ISHARES INC
MSCI SINGPOR ETF
45,09545,09501,2731,3350.98%+63
COCA COLA CO(KO)9,4519,45107197680.56%+49
BANK OF AMER CORP5,4505,45002663110.23%+45
MERCK & CO INC(MRK)5,3255,32506416840.50%+44
ISHARES TR1,8501,85002703050.22%+35
KIMBERLY-CLARK CORP(KMB)2,3502,35002272580.19%+31
STELLAR BANCORP INC7,5817,58102782980.22%+21
MEXICO FD INC(MXF)20,87520,87504374570.34%+20
AFLAC INC(AFL)1,8971,89702082220.16%+14
FREEPORT MCMORAN INC(FCX)3,4603,46002032180.16%+14
WILLIAMS COS INC(WMB)7,7757,77505665780.42%+12
AMGEN INC(AMGN)84084002963040.22%+9
PROCTER & GAMBLE CO(PG)2,7552,75503984040.30%+6
LIBERTY MEDIA CORP DEL(FWONA)8,1007,300-8006896950.51%+6
UBER TECHNOLOGIES INC(UBER)9,7999,79907057070.52%+2
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
7,8507,85004694690.34%-0
DISNEY WALT CO(DIS)3,9003,90003763750.28%-1
ORACLE CORP(ORCL)8,2458,24501,2131,2080.89%-5
DOLLAR GEN CORP(DG)2,0052,00502382310.17%-7
ENERGY TRANSFER L P(ET)58,22558,22501,1241,1130.82%-10
PAYPAL HLDGS INC(PYPL)8,5618,56103873700.27%-18
SOUTHERN CO(SO)27,89527,89502,6922,6701.96%-23
SABINE RTY TR(SBR)11,98511,98509018770.64%-24
ISHARES INC14,30014,30003302990.22%-31
COSTCO WHOLESALE CORPORATION(COST)54054005385050.37%-33
TKO GROUP HOLDINGS INC(TKO)9,7459,595-1501,9651,9321.42%-34
ISHARES TR8,0558,05502892540.19%-35
MICROSOFT CORP(MSFT)13,96513,765-2005,1695,1353.77%-35
COUPANG INC(CPNG)34,02534,525+5006426000.44%-43
SAN JUAN BASIN RTY TR(SJT)11,0000-11,000530-53
FRANCO NEV CORP(FNV)1,5501,55003833230.24%-60
BRISTOL-MYERS SQUIBB CO(BMY)19,85119,85101,2041,1440.84%-60
DUKE ENERGY CORP NEW(DUK)14,98614,98601,9621,8971.39%-65
ISHARES TR38,25038,25001,3591,2910.95%-68
EOG RES INC(EOG)12,28013,155+8751,7751,7071.25%-69
SHELL PLC(SHEL)4,7774,77704443700.27%-74
ADOBE INC(ADBE)2,1072,127+205124360.32%-76
STRATEGY INC(MSTR)2,4852,48503102160.16%-94
DEVON ENERGY CORP NEW(DVN)11,42511,42505754720.35%-103
BLACK STONE MINERALS L P(BSM)100,062100,06201,5131,3981.03%-115
FIDELITY WISE ORIGIN BITCOIN(FBTC)10,2509,550-7006054880.36%-118
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46,19744,092-2,1052,6182,4901.83%-128
PFIZER INC(PFE)37,68637,68601,0589070.67%-151
ISHARES SILVER TR(SLV)16,32517,075+7501,1129130.67%-199
ABBOTT LABORATORIES8,3407,165-1,1758566500.48%-206
LOCKHEED MARTIN CORP(LMT)3490-3492110-211
PEPSICO INC(PEP)10,66510,66501,6561,4441.06%-212
AT&T INC(T)8,7050-8,7052520-252
COMSTOCK RES INC(CRK)49,35048,850-5001,0407290.54%-311
CHEVRON CORPORATION(CVX)8,0698,06901,6691,3380.98%-332
NEWMONT CORP(NEM)23,58523,58502,5532,2031.62%-350
VERIZON COMMUNICATIONS INC(VZ)50,89650,89602,5552,1551.58%-400
WALMART INC(WMT)47,01547,01505,8435,3253.91%-518
MCDONALDS CORP(MCD)9,1608,610-5502,8472,3271.71%-519
APA CORPORATION(APA)58,70058,70002,4911,9121.40%-579
VANECK ETF TRUST
GOLD MINERS ETF
44,25544,25504,0613,3392.45%-722
EXXON MOBIL CORP36,12636,12606,1294,9393.63%-1,190
ADVANCED MICRO DEVICES INC(AMD)6,8500-6,8501,3930-1,393
TESLA INC(TSLA)3,9400-3,9401,4650-1,465
JANUS DETROIT STR TR
HENDRSN SHRT ETF
55,0005,000-50,0002,6872440.18%-2,443
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
251,930201,780-50,15012,75010,2047.49%-2,546
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RAHLFS CAPITAL, LLC — 13F Holdings — Q2 2026 | TickerTrail