RAHLFS CAPITAL, LLC

CIK 0002056410 · LAKE KIOWA, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

RAHLFS CAPITAL, LLC reported 86 positions worth $136.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (7.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$136.2M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.2%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$10.7M7.87%37,020
2JPSTJ P MORGAN EXCHANGE TRADED FSH$10.2M7.49%201,780
3BRK-BBERKSHIRE HATHAWAY INC DELSH$7.5M5.51%14,992
4GOOGLALPHABET INCSH$7.2M5.28%20,115
5WMTWALMART INCSH$5.3M3.91%47,015
6MSFTMICROSOFT CORPSH$5.1M3.77%13,765
7INTCINTEL CORPSH$5.1M3.77%36,759
8EXMOCEXXON MOBIL CORPSH$4.9M3.63%36,126
9TXNTEXAS INSTRS INCSH$3.4M2.53%11,563
10GDXVANECK ETF TRUSTSH$3.3M2.45%44,255

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RAHLFS CAPITAL, LLC hold as of Q2 2026?

RAHLFS CAPITAL, LLC reported 86 positions worth $136.2M in its Q2 2026 13F filing. Largest positions: AAPL (7.9%), JPST (7.5%), BRK-B (5.5%), GOOGL (5.3%) and WMT (3.9%).

What did RAHLFS CAPITAL, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RAHLFS CAPITAL, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.