account_balance
Investment manager · 13F filer · SEC CIK 2056410
Rahlfs Capital, LLC
Reported value$150Mas of Sep 30, 2026
Positions89 8 new, 5 sold out
Top 10 weight46.1%JPST alone is 11%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
10.5%Added +55%
AAPLApple Inc.
8.1%
MSFTMicrosoft Corp
5.1%Added +8%
BRK-BBerkshire Hathaway Inc
5.0%
GOOGLAlphabet Inc.
4.3%Trimmed −6%
WMTWalmart Inc.
3.2%
INTCIntel Corp
3.0%
GDXVaneck ETF Trust
2.6%
TXNTexas Instruments Inc
2.2%
NEMNewmont Corp
2.1%+14%
APAAPA Corp
2.0%+21%
VNLAJanus Detroit STR Tr
1.8%
JPSTJ P Morgan Exchange Traded F
10.5%Added +55%
AAPLApple Inc.
8.1%
MSFTMicrosoft Corp
5.1%
BRK-BBerkshire Hathaway Inc
5.0%
GOOGLAlphabet Inc.
4.3%−6%
WMTWalmart Inc.
3.2%
INTCIntel Corp
3.0%
GDXVaneck ETF Trust
2.6%
VNLA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 10.5% Added +55%
AAPL Apple Inc. 8.1% HeldMSFT Microsoft Corp 5.1% Added +8%BRK-B Berkshire Hathaway Inc 5.0% HeldGOOGL Alphabet Inc. 4.3% Trimmed −6%WMT Walmart Inc. 3.2% HeldINTC Intel Corp 3.0% HeldGDX Vaneck ETF Trust 2.6% Held
TXN Texas Instruments Inc 2.2% HeldNEM Newmont Corp 2.1% Added +14%APA APA Corp 2.0% Added +21%VNLA Janus Detroit STR Tr 1.8% Added +1000%
What changed
Biggest moves since Jun 30, 2026
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