Rydar Equities, Inc.
CIK 2065487 · View on SEC EDGAR ↗
- Portfolio value
- $177.6M
- Positions
- 107
- As of
- June 30, 2026
#6,862 of 9,443 by 13F value · top 72.7%
Portfolio value QoQ: +37.5% 13F does not disclose cash
- Top 10 holdings weight
- 37.50%
- Top 25 holdings weight
- 61.71%
- Positions above 1%
- 36
- Effective number of positions
- 41.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.45% Est. buys $35,697,460 · sells $2,216,903
Median holding: 5.0 quarters Tracked Q2 2025–Q2 2026 · 89.2% still held
- New positions
- 20
- Increased
- 79
- Decreased
- 5
- Closed
- 5
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +15.8% · S&P 500: +21.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 94.2% · Options excluded: 0.0%
Sector breakdown
Technology
22.6%
Retail
12.5%
Industrials
12.5%
Financial Services
10.4%
Financials
7.6%
Energy
6.7%
Communication Services
6.4%
Healthcare
4.6%
Consumer Discretionary
2.4%
Consumer products
1.8%
Consumer Staples
1.7%
Telecommunication
1.5%
Materials
0.6%
Utilities
0.4%
Other/Unmapped
8.3%
Full portfolio 107 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $14,677,158 | 8.26% | 44,366 | $4,757,332 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,523,003 | 5.36% | 38,150 | $2,633,848 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8,344,704 | 4.70% | 23,453 | $2,631,930 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $6,363,995 | 3.58% | 5,887 | $2,103,677 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,987,852 | 3.37% | 28,924 | $1,470,094 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,893,021 | 3.32% | 17,188 | $1,056,155 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $4,756,492 | 2.68% | 12,135 | $708,939 | Up ×3 | ||
| MS Morgan Stanley Common Stock | $4,010,592 | 2.26% | 18,406 | $1,171,135 | Up ×1 | ||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $3,606,575 | 2.03% | 149,464 | $1,178,362 | Up ×2 | ||
| SPY SPY | $3,441,710 | 1.94% | 4,602 | $881,578 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $3,357,905 | 1.89% | 13,242 | $1,886,365 | Up ×3 | ||
| WM Waste Management, Inc. Common Stock | $3,280,712 | 1.85% | 13,739 | $773,372 | Up ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $3,272,581 | 1.84% | 16,072 | $1,904,975 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $3,216,345 | 1.81% | 21,625 | $473,494 | Up ×3 | ||
| RTX RTX Corporation Common Stock | $3,095,981 | 1.74% | 15,789 | $580,662 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $3,090,162 | 1.74% | 1,706 | $166,389 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $2,825,670 | 1.59% | 13,586 | $941,386 | Up ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,798,845 | 1.58% | 3,974 | $702,187 | Up ×1 | ||
| CFR Cullen/Frost Bankers, Inc. Common Stock | $2,763,763 | 1.56% | 17,149 | $2,461,015 | Up ×2 | ||
| T AT&T Inc. | $2,710,442 | 1.53% | 124,887 | $-826,909 | Up ×4 | ||
| TRV The Travelers Companies, Inc. Common Stock | $2,611,116 | 1.47% | 7,159 | $978,870 | Up ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,553,424 | 1.44% | 2,720 | $191,363 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2,541,387 | 1.43% | 30,989 | $439,247 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,481,880 | 1.40% | 7,383 | $684,849 | Up ×3 | ||
| AXP American Express Company Common Stock | $2,389,713 | 1.35% | 6,739 | $628,777 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $2,380,978 | 1.34% | 20,976 | $66,936 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,276,155 | 1.28% | 15,538 | $114,649 | Up ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2,226,560 | 1.25% | 6,100 | $1,341,433 | Up ×4 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2,206,052 | 1.24% | 16,580 | $-60,995 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $2,170,978 | 1.22% | 4,229 | $-145,821 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $2,034,270 | 1.15% | 6,768 | $514,616 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $2,007,839 | 1.13% | 7,465 | $-6,584 | Up ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,942,798 | 1.09% | 4,598 | $811,489 | Up ×1 | ||
| CMI Cummins Inc. Common Stock | $1,884,121 | 1.06% | 2,888 | $496,131 | Up ×3 | ||
| DIA | $1,867,378 | 1.05% | 3,578 | $340,067 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,850,279 | 1.04% | 1,575 | $410,982 | Up ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $1,631,824 | 0.92% | 5,055 | $820,716 | Up ×3 | ||
| VEA | $1,597,966 | 0.90% | 22,874 | $275,885 | Up ×3 | ||
| GEV GE Vernova Inc. Common Stock | $1,586,235 | 0.89% | 1,445 | $1,122,940 | Up ×1 | ||
| AZO AutoZone, Inc. Common Stock | $1,581,840 | 0.89% | 520 | $-110,428 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,492,790 | 0.84% | 2,332 | $454,165 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,419,419 | 0.80% | 3,716 | $170,339 | Up ×2 | ||
| CARR Carrier Global Corporation Common Stock | $1,314,563 | 0.74% | 19,184 | $377,346 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,311,408 | 0.74% | 7,039 | $177,036 | Up ×1 | ||
| VEXC | $1,265,813 | 0.71% | 21,761 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,237,440 | 0.70% | 2,393 | $756,328 | Up ×3 | ||
| VLO Valero Energy Corporation Common Stock | $1,186,354 | 0.67% | 3,835 | $431,630 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,150,921 | 0.65% | 2,132 | $104,953 | Up ×4 | ||
| UBER Uber Technologies, Inc. Common Stock | $996,787 | 0.56% | 13,804 | $90,541 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $991,498 | 0.56% | 1,931 | ||||
| COP ConocoPhillips Common Stock | $944,890 | 0.53% | 8,313 | $-28,066 | Up ×4 | ||
| BRKB | $942,376 | 0.53% | 1,923 | $20,874 | |||
| RSG Republic Services, Inc. Common Stock | $902,194 | 0.51% | 4,057 | $166,008 | Up ×4 | ||
| CTAS Cintas Corporation - Common Stock | $888,589 | 0.50% | 4,387 | $317,430 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $847,950 | 0.48% | 2,221 | $350,886 | Up ×3 | ||
| APH Amphenol Corporation Common Stock | $838,894 | 0.47% | 5,459 | $260,185 | Up ×4 | ||
| BA Boeing Company (The) Common Stock | $832,573 | 0.47% | 3,863 | $115,468 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $790,375 | 0.45% | 2,224 | $158,046 | Up ×1 | ||
| WRB W.R. Berkley Corporation Common Stock | $742,811 | 0.42% | 10,380 | $82,308 | Up ×4 | ||
| KLAC KLA Corporation - Common Stock | $727,188 | 0.41% | 3,310 | $395,693 | Up ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $681,810 | 0.38% | 1,298 | $-112,792 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $663,313 | 0.37% | 1,677 | $329,938 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $652,214 | 0.37% | 733 | $278,999 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $595,312 | 0.34% | 9,775 | $174,840 | Up ×3 | ||
| V Visa Inc. | $568,644 | 0.32% | 1,590 | $74,903 | Down ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $552,321 | 0.31% | 8,165 | $-94,288 | Up ×4 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $541,263 | 0.30% | 6,335 | $-19,059 | Up ×4 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $532,627 | 0.30% | 4,286 | $42,015 | Up ×3 | ||
| VIG | $530,935 | 0.30% | 2,233 | $52,706 | Up ×4 | ||
| IJH | $529,720 | 0.30% | 7,002 | $143,555 | Up ×3 | ||
| OKE ONEOK, Inc. Common Stock | $524,759 | 0.30% | 5,615 | $24,463 | Up ×4 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $518,913 | 0.29% | 30,021 | $208,364 | Up ×2 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $494,070 | 0.28% | 2,561 | $83,286 | Up ×1 | ||
| URI United Rentals, Inc. Common Stock | $471,979 | 0.27% | 454 | $233,118 | Up ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $468,209 | 0.26% | 4,650 | $145,964 | |||
| SBUX Starbucks Corporation - Common Stock | $446,025 | 0.25% | 4,221 | $49,463 | Down ×4 | ||
| UGI UGI Corporation Common Stock | $428,970 | 0.24% | 11,730 | ||||
| NVS Novartis AG Common Stock | $403,363 | 0.23% | 2,630 | ||||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $392,358 | 0.22% | 22,055 | $135,680 | Up ×1 | ||
| OXY Occidental Petroleum Corporation Common Stock | $384,693 | 0.22% | 7,103 | $-67,808 | Up ×3 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $377,298 | 0.21% | 1,338 | $119,635 | Up ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $369,794 | 0.21% | 3,111 | ||||
| WMB Williams Companies, Inc. (The) Common Stock | $360,305 | 0.20% | 4,843 | ||||
| HDV | $354,079 | 0.20% | 12,549 | $34,390 | Up ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $342,496 | 0.19% | 8,906 | ||||
| FFIN First Financial Bankshares, Inc. - Common Stock | $323,542 | 0.18% | 9,218 | $62,727 | Up ×2 | ||
| VTI | $313,405 | 0.18% | 849 | Up ×1 | |||
| BIIB Biogen Inc. - Common Stock | $311,569 | 0.18% | 1,522 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $311,319 | 0.18% | 3,140 | Up ×1 | |||
| Q Qnity Electronics, Inc. Common Stock | $303,857 | 0.17% | 2,175 | Up ×1 | |||
| IWB | $295,735 | 0.17% | 723 | $38,610 | Up ×4 | ||
| ED Consolidated Edison, Inc. Common Stock | $288,527 | 0.16% | 2,552 | $-114,131 | Down ×1 | ||
| ET Energy Transfer LP Common Units | $274,215 | 0.15% | 13,488 | $56,002 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $272,292 | 0.15% | 304 | Up ×1 | |||
| IJR | $269,735 | 0.15% | 1,846 | Up ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $262,617 | 0.15% | 1,008 | $-41,744 | |||
| PM Philip Morris International Inc Common Stock | $258,301 | 0.15% | 1,342 | ||||
| IWM | $256,373 | 0.14% | 869 | $41,272 | Up ×3 | ||
| HSY The Hershey Company Common Stock | $255,987 | 0.14% | 1,515 | $-35,959 | Up ×1 | ||
| PFE Pfizer, Inc. Common Stock | $239,525 | 0.13% | 9,573 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| GS | $6,363,995 | 3.58% | up ×3 |
| JPM | $5,893,021 | 3.32% | up ×3 |
| MSFT | $4,756,492 | 2.68% | up ×3 |
| JNJ | $3,357,905 | 1.89% | up ×3 |
| WM | $3,280,712 | 1.85% | up ×3 |
| PG | $3,216,345 | 1.81% | up ×3 |
| COF | $2,825,670 | 1.59% | up ×4 |
| T | $2,710,442 | 1.53% | up ×4 |
| TRV | $2,611,116 | 1.47% | up ×3 |
| KO | $2,541,387 | 1.43% | up ×3 |
| HD | $2,481,880 | 1.40% | up ×3 |
| AXP | $2,389,713 | 1.35% | up ×3 |
| WMT | $2,380,978 | 1.34% | up ×3 |
| XOM | $2,276,155 | 1.28% | up ×3 |
| PANW | $2,226,560 | 1.25% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VEXC | $1,265,813 | 21,761 | 0.71% |
| LIN | $991,498 | 1,931 | 0.56% |
| UGI | $428,970 | 11,730 | 0.24% |
| NVS | $403,363 | 2,630 | 0.23% |
| PRU | $369,794 | 3,111 | 0.21% |
| WMB | $360,305 | 4,843 | 0.20% |
| EPD | $342,496 | 8,906 | 0.19% |
| VTI | $313,405 | 849 | 0.18% |
| BIIB | $311,569 | 1,522 | 0.18% |
| INTC | $311,319 | 3,140 | 0.18% |
| Q | $303,857 | 2,175 | 0.17% |
| MU | $272,292 | 304 | 0.15% |
| IJR | $269,735 | 1,846 | 0.15% |
| PM | $258,301 | 1,342 | 0.15% |
| PFE | $239,525 | 9,573 | 0.13% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Bought more | +5K | +$4.8M |
| AMZN | Bought more | +5K | +$2.6M |
| GOOGL | Bought more | +4K | +$2.6M |
| GS | Bought more | +836 | +$2.1M |
| CRWD | Bought more | +13K | +$1.9M |
| JNJ | Bought more | +7K | +$1.9M |
| NVDA | Bought more | +3K | +$1.5M |
| PANW | Bought more | +579 | +$1.3M |
| PAA | Bought more | +41K | +$1.2M |
| MS | Bought more | +1K | +$1.2M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CFR | Sept. 30, 2025 | 12,725 | $1,635,680 | 31.6% |
| VWO | June 30, 2026 | 19,333 | $1,044,941 | No longer tracked |
| LIN | Sept. 30, 2025 | 1,931 | $905,923 | 1.4% |
| BLK | March 31, 2026 | 636 | $680,672 | 21.4% |
| DIS | Sept. 30, 2025 | 4,976 | $617,055 | -7.1% |
| TSCO | June 30, 2026 | 9,159 | $414,912 | 12.9% |
| UGI | Sept. 30, 2025 | 11,284 | $410,976 | 18.1% |
| NOW | June 30, 2026 | 3,065 | $320,446 | 24.4% |
| NVS | Sept. 30, 2025 | 2,630 | $318,256 | 23.5% |
| WMB | Sept. 30, 2025 | 4,690 | $294,583 | 17.6% |
| EPD | Sept. 30, 2025 | 9,406 | $291,693 | 22.9% |
| FSK | March 31, 2026 | 19,231 | $284,816 | 18.1% |
| ORCL | Dec. 31, 2025 | 931 | $268,928 | -28.6% |
| PRU | Sept. 30, 2025 | 2,356 | $253,180 | 19.7% |
| DD | Dec. 31, 2025 | 3,067 | $239,897 | 246.8% |
| TXN | Dec. 31, 2025 | 1,274 | $229,899 | 55.5% |
| CRM | Sept. 30, 2025 | 839 | $228,880 | -14.8% |
| PM | Sept. 30, 2025 | 1,135 | $206,718 | 15.6% |
| WFC | March 31, 2026 | 2,216 | $206,533 | 9.5% |
| BX | Dec. 31, 2025 | 1,210 | $203,345 | -5.9% |
| TPL | Sept. 30, 2025 | 191 | $201,874 | 20.5% |
| CION | June 30, 2026 | 15,326 | $104,829 | 19.0% |
| VFF | June 30, 2026 | 11,536 | $32,762 | 27.0% |