DOSSIER · 13F-HR · Q2 2026

RAHLFS CAPITAL, LLC

$136M in tracked AUM across 86 positions as of Q2 2026.

RC
CIK 0002056410 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
86
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

RAHLFS CAPITAL, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$11M37K7.9%
02
JPST
J P MORGAN EXCHANGE TRADED F
$10M202K7.5%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M15K5.5%
04
GOOGL
ALPHABET INC
$7M20K5.3%
05
WMT
WALMART INC
$5M47K3.9%
06
MSFT
MICROSOFT CORP
$5M14K3.8%
07
INTC
INTEL CORP
$5M37K3.8%
08
XOM
EXXON MOBIL CORP
$5M36K3.6%
09
TXN
TEXAS INSTRS INC
$3M12K2.5%
10
GDX
VANECK ETF TRUST
$3M44K2.5%

Filing history

2026Q2Jun 30
$136M 0.1%
86 positionsView →
2026Q1Mar 31
$136M 5.7%
86 positionsView →
2025Q4Dec 31
$129M 126.0%
84 positionsView →
2025Q3Sep 30
$57M 28.6%
39 positionsView →
2025Q2Jun 30
$44M 21.3%
39 positionsLocked
2025Q1Mar 31
$37M 66.0%
34 positionsLocked
2024Q4Dec 31
$107M
78 positionsLocked