RAHLFS CAPITAL, LLC

CIK 2056410 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$136.2M
13F 가치 기준 9,443개 중 #7,684위 · 상위 81.4%
포지션
86
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +0.1% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
46.20%
상위 25개 보유 비중
69.91%
1% 초과 포지션
31
유효 포지션 수
33.0

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 3.5% 추정 매수 $4,768,735 · 매도 $9,196,952

중앙값 보유 기간: 7.0 분기 추적 기간 Q4 2024–Q2 2026 · 84.3% 보유 중

신규 포지션
5
증가함
8
감소
12
종료
5
이 페이지에서

섹터별 비중

Technology
21.4%
Energy
11.3%
Communication Services
8.9%
Retail
8.8%
Healthcare
5.9%
Consumer Staples
4.4%
Utilities
4.0%
Consumer Discretionary
2.3%
Materials
2.0%
Telecommunication
1.6%
Financial Services
1.1%
Financials
0.6%
Industrials
0.5%
Consumer products
0.5%
Communications
0.4%
기타/미분류
26.3%

전체 포트폴리오 86 포지션

유형 연속 8분기 추세
AAPL Apple Inc. - Common Stock $10,712,107 7.87% 37,020 $1,342,180 상승 ×1
JPST $10,204,015 7.49% 201,780 $-2,546,162 하락 ×1
BRKB $7,501,847 5.51% 14,992 $317,681
GOOGL Alphabet Inc. - Class A Common Stock $7,188,498 5.28% 20,115 $1,884,454 상승 ×1
WMT Walmart Inc. - Common Stock $5,324,919 3.91% 47,015 $-518,105
MSFT Microsoft Corporation - Common Stock $5,134,620 3.77% 13,765 $-34,804 하락 ×4
INTC Intel Corporation - Common Stock $5,132,659 3.77% 36,759 $3,510,484
XOM Exxon Mobil Corporation Common Stock $4,939,147 3.63% 36,126 $-1,189,990
TXN Texas Instruments Incorporated - Common Stock $3,446,583 2.53% 11,563 $1,124,086 하락 ×1
GDX GDX $3,339,040 2.45% 44,255 $-722,241
SO Southern Company (The) Common Stock $2,669,830 1.96% 27,895 $-22,595
JEPI $2,490,316 1.83% 44,092 $-128,130 하락 ×1
AMZN Amazon.com, Inc. - Common Stock $2,372,675 1.74% 9,955 $381,614 상승 ×1
MCD McDonald's Corporation Common Stock $2,327,369 1.71% 8,610 $-519,467 하락 ×3
NVDA NVIDIA Corporation - Common Stock $2,255,014 1.66% 11,270 $289,526
OEF $2,231,807 1.64% 6,100 $291,580
NEM Newmont Corporation $2,202,839 1.62% 23,585 $-350,237
JNJ Johnson & Johnson Common Stock $2,184,142 1.60% 8,600 $81,958
VZ Verizon Communications Inc. Common Stock $2,154,937 1.58% 50,896 $-400,042
META Meta Platforms, Inc. - Class A Common Stock $1,983,344 1.46% 3,521
EBAY eBay Inc. - Common Stock $1,960,654 1.44% 17,545 $539,832 상승 ×1
TKO TKO Group Holdings, Inc. Class A Common Stock $1,931,569 1.42% 9,595 $-33,510 하락 ×1
APA APA Corporation - Common Stock $1,911,859 1.40% 58,700 $-579,369
DUK Duke Energy Corporation (Holding Company) Common Stock $1,896,928 1.39% 14,986 $-65,339
EOG EOG Resources, Inc. Common Stock $1,706,598 1.25% 13,155 $-68,722 상승 ×2
ADM Archer-Daniels-Midland Company Common Stock $1,589,884 1.17% 20,810 $77,205
ABBV AbbVie Inc. Common Stock $1,484,424 1.09% 5,899 $92,705 하락 ×3
PEP PepsiCo, Inc. - Common Stock $1,444,041 1.06% 10,665 $-212,127
PM Philip Morris International Inc Common Stock $1,416,344 1.04% 7,829 $121,897
BSM Black Stone Minerals, L.P. Common units representing limited partner interests $1,397,866 1.03% 100,062 $-115,071
EWJ $1,376,665 1.01% 14,760 $130,331
CVX Chevron Corporation Common Stock $1,337,517 0.98% 8,069 $-331,959
EWS $1,335,263 0.98% 45,095 $62,682
ILF $1,290,938 0.95% 38,250 $-67,702
ORCL Oracle Corporation Common Stock $1,208,305 0.89% 8,245 $-4,617
BMY Bristol-Myers Squibb Company Common Stock $1,143,815 0.84% 19,851 $-60,148
ET Energy Transfer LP Common Units $1,113,262 0.82% 58,225 $-10,481
TGT Target Corporation Common Stock $1,005,305 0.74% 7,697 $72,429
SLV $913,000 0.67% 17,075 $-199,386 상승 ×1
PFE Pfizer, Inc. Common Stock $907,474 0.67% 37,686 $-150,744
EWZ $905,625 0.66% 26,250 상승 ×1
SBR Sabine Royalty Trust Common Stock $877,302 0.64% 11,985 $-24,152
MO Altria Group, Inc. $834,404 0.61% 11,597 $69,118
GPC Genuine Parts Company Common Stock $823,146 0.60% 6,977 $85,328
D Dominion Energy, Inc. Common Stock $822,895 0.60% 12,050 $77,964
KO Coca-Cola Company (The) Common Stock $768,083 0.56% 9,451 $49,334
CRK Comstock Resources, Inc. Common Stock $728,842 0.54% 48,850 $-311,456 하락 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $707,959 0.52% 700 $115,766
UBER Uber Technologies, Inc. Common Stock $707,096 0.52% 9,799 $2,254
FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock $694,522 0.51% 7,300 $5,860 하락 ×1
MRK Merck & Company, Inc. Common Stock (new) $684,263 0.50% 5,325 $43,719
ABT Abbott Laboratories Common Stock $650,152 0.48% 7,165 $-206,116 하락 ×1
SPY SPY $634,755 0.47% 850 $81,966
CVS CVS Health Corporation Common Stock $613,459 0.45% 5,930 $187,566
CPNG Coupang, Inc. Class A Common Stock $599,699 0.44% 34,525 $-42,693 상승 ×1
WMB Williams Companies, Inc. (The) Common Stock $577,994 0.42% 7,775 $12,129
EWT $551,196 0.40% 5,075 $191,277
COST Costco Wholesale Corporation - Common Stock $505,154 0.37% 540 $-32,918
CSCO Cisco Systems, Inc. - Common Stock $493,332 0.36% 4,200 $167,454
FBTC $487,528 0.36% 9,550 $-117,530 하락 ×1
DVN Devon Energy Corporation Common Stock $472,081 0.35% 11,425 $-102,825
FTSM First Trust Enhanced Short Maturity ETF $468,881 0.34% 7,850 $-392
MXF Mexico Fund, Inc. (The) Common Stock $456,536 0.34% 20,875 $19,622
ADBE Adobe Inc. - Common Stock $436,078 0.32% 2,127 $-76,092 상승 ×1
PG Procter & Gamble Company (The) Common Stock $403,993 0.30% 2,755 $6,061
XYZ Block, Inc. Class A Common Stock, $399,608 0.29% 5,258 $83,182
DIS Walt Disney Company (The) Common Stock $375,375 0.28% 3,900 $-507
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $370,409 0.27% 4,777 $-73,852
PYPL PayPal Holdings, Inc. - Common Stock $369,664 0.27% 8,561 $-17,550
TWN Taiwan Fund, Inc. (The) Common Stock $336,595 0.25% 3,500 $106,505
FNV Franco-Nevada Corporation $323,082 0.24% 1,550 $-59,846
BAC Bank of America Corporation Common Stock $310,541 0.23% 5,450 $44,853
IWS $304,510 0.22% 1,850 $34,891
AMGN Amgen Inc. - Common Stock $304,181 0.22% 840 $8,627
EWH $299,156 0.22% 14,300 $-31,031
SNOW Snowflake Inc. Common Stock $298,274 0.22% 1,172
STEL Stellar Bancorp, Inc. Common Stock $298,085 0.22% 7,581 $20,545
SNPS Synopsys, Inc. - Common Stock $274,333 0.20% 615 상승 ×1
KMB Kimberly-Clark Corporation - Common Stock $257,960 0.19% 2,350 $31,255
FXI $254,457 0.19% 8,055 $-34,718
VNLA $244,325 0.18% 5,000 $-2,442,975 하락 ×1
DG Dollar General Corporation Common Stock $230,796 0.17% 2,005 $-7,258
AFL AFLAC Incorporated Common Stock $222,423 0.16% 1,897 $14,303
FCX Freeport-McMoRan, Inc. Common Stock $217,599 0.16% 3,460 $14,220
MSTR Strategy Inc - Class A Common Stock $216,021 0.16% 2,485 $-94,107
DGRO $204,633 0.15% 2,700 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
META $1,983,344 3,521 1.46%
EWZ $905,625 26,250 0.66%
SNOW $298,274 1,172 0.22%
SNPS $274,333 615 0.20%
DGRO $204,633 2,700 0.15%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
INTC 가격 변동만 +0 +$3.5M
JPST 축소함 -50K -$2.5M
GOOGL 추가 매수 +2K +$1.9M
AAPL 추가 매수 +100 +$1.3M
XOM 가격 변동만 +0 -$1.2M
TXN 축소함 -400 +$1.1M
GDX 가격 변동만 +0 -$722K
APA 가격 변동만 +0 -$579K
EBAY 추가 매수 +2K +$540K
MCD 축소함 -550 -$519K

1개의 포지션이 숨겨졌습니다 (데이터 완전성 확인)

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
ULTA 2025년 12월 31일 2,925 $1,599,244 -13.4%
TSLA 2026년 6월 30일 3,940 $1,464,695 -17.9%
AMD 2026년 6월 30일 6,850 $1,393,496 -19.8%
FWONK 2025년 3월 31일 8,850 $820,041 16.2%
GBTC 2025년 12월 31일 4,870 $437,180 더 이상 추적하지 않음
SNY 2025년 6월 30일 6,975 $386,834 -5.9%
SBSI 2025년 12월 31일 9,423 $266,200 4.7%
SNOW 2026년 3월 31일 1,172 $257,090 112.7%
NOW 2025년 3월 31일 242 $256,549 -18.6%
T 2026년 6월 30일 8,705 $252,358 22.0%
LUV 2025년 9월 30일 7,429 $240,997 27.5%
OXY 2025년 12월 31일 5,000 $236,250 50.4%
UPS 2025년 3월 31일 1,850 $233,285 -7.1%
JPM 2025년 12월 31일 738 $232,787 10.2%
NOW 2025년 12월 31일 242 $222,708 -15.4%
META 2025년 12월 31일 301 $221,048 -17.2%
NFLX 2025년 9월 30일 165 $220,956 -93.3%
JD 2026년 3월 31일 7,550 $216,685 -1.4%
LMT 2026년 6월 30일 349 $210,932 14.5%
SJT 2026년 6월 30일 11,000 $52,800 -12.3%
SJT 2025년 3월 31일 11,500 $44,045 -49.1%