RAHLFS CAPITAL, LLC

data from 30/09/2025

Capitalization

$ 126.433 M 15.77 %

Average holding period

3 ans

Performance

$ 15.601 M 14.73 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in RAHLFS CAPITAL, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 7.65% 9.675 M $ 37995 2024/12/31 1.931 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 6.04% 7.635 M $ 14740 2024/12/31 315.083 K $ 4.13 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 6.03% 7.629 M $ 15175 2024/12/31 234.813 K $ 3.49 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 5.47% 6.912 M $ 136255 2025/06/30 2.033 K $ 0.10 %
2025/09/30 WMT WALMART INC 3.91% 4.943 M $ 47965 2024/12/31 256.951 K $ 5.40 %
2025/09/30 GOOGL ALPHABET INC 3.58% 4.523 M $ 18605 2024/12/31 1.244 M $ 37.94 %
2025/09/30 XOM EXXON MOBIL CORP 3.35% 4.232 M $ 37537 2024/12/31 187.530 K $ 4.59 %
2025/09/30 NVDA NVIDIA CORPORATION 3.14% 3.969 M $ 21270 2024/12/31 608.109 K $ 18.10 %
2025/09/30 GDX VANECK ETF TRUST 2.70% 3.412 M $ 44655 2024/12/31 1.102 M $ 46.75 %
2025/09/30 MCD MCDONALDS CORP 2.23% 2.820 M $ 9280 2024/12/31 108.761 K $ 4.01 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 2.16% 2.727 M $ 47750 2024/12/31 11.989 K $ 0.44 %
2025/09/30 SO SOUTHERN CO 2.13% 2.689 M $ 28370 2024/12/31 83.407 K $ 3.20 %
2025/09/30 ORCL ORACLE CORP 1.95% 2.471 M $ 8785 2024/12/31 550.028 K $ 28.64 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.88% 2.373 M $ 54004 2024/12/31 36.811 K $ 1.57 %
2025/09/30 TXN TEXAS INSTRS INC 1.75% 2.216 M $ 12063 2024/12/31 -293.679 K $ -11.51 %
2025/09/30 TKO TKO GROUP HOLDINGS INC 1.68% 2.124 M $ 10515 2024/12/31 210.405 K $ 11.00 %
2025/09/30 NEM NEWMONT CORP 1.67% 2.117 M $ 25110 2024/12/31 654.115 K $ 44.71 %
2025/09/30 AMZN AMAZON COM INC 1.66% 2.099 M $ 9560 2024/12/31 1.729 K $ 0.08 %
2025/09/30 OEF ISHARES TR 1.61% 2.030 M $ 6100 2024/12/31 173.788 K $ 9.36 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.47% 1.855 M $ 14986 2024/12/31 87.492 K $ 4.87 %
2025/09/30 TSLA TESLA INC 1.45% 1.833 M $ 4122 2024/12/31 287.790 K $ 40.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.31% 1.650 M $ 8900 2024/12/31 307.097 K $ 21.39 %
2025/09/30 ABBV ABBVIE INC 1.28% 1.624 M $ 7012 2024/12/31 321.991 K $ 24.74 %
2025/09/30 ULTA ULTA BEAUTY INC 1.26% 1.599 M $ 2925 2024/12/31 230.870 K $ 16.87 %
2025/09/30 EBAY EBAY INC. 1.21% 1.529 M $ 16810 2024/12/31 277.196 K $ 22.15 %
2025/09/30 PEP PEPSICO INC 1.18% 1.498 M $ 10665 2024/12/31 89.586 K $ 6.36 %
2025/09/30 SLV ISHARES SILVER TR 1.09% 1.377 M $ 32500 2024/12/31 310.699 K $ 29.14 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 1.05% 1.324 M $ 13265 2024/12/31 69.025 K $ 6.19 %
2025/09/30 BSM BLACK STONE MINERALS L P 1.04% 1.313 M $ 99917 2024/12/31 5.056 K $ 0.46 %
2025/09/30 EWS ISHARES INC 1.01% 1.278 M $ 45095 2024/12/31 106.424 K $ 9.08 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.00% 1.270 M $ 7829 2024/12/31 -156.031 K $ -10.94 %
2025/09/30 APA APA CORPORATION 1.00% 1.267 M $ 52200 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVX CHEVRON CORP NEW 1.00% 1.266 M $ 8154 2024/12/31 98.663 K $ 8.45 %
2025/09/30 EWJ ISHARES INC 0.94% 1.184 M $ 14760 2024/12/31 77.342 K $ 6.99 %
2025/09/30 ABT ABBOTT LABS 0.93% 1.171 M $ 8740 2024/12/31 -18.091 K $ -1.52 %
2025/09/30 CPNG COUPANG INC 0.89% 1.123 M $ 34875 2025/03/31 56.784 K $ 7.48 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.83% 1.056 M $ 10774 2024/12/31 50.314 K $ 5.01 %
2025/09/30 INTC INTEL CORP 0.83% 1.051 M $ 31334 2024/12/31 305.610 K $ 49.78 %
2025/09/30 GPC GENUINE PARTS CO 0.79% 993.069 K $ 7165 2024/12/31 123.882 K $ 14.25 %
2025/09/30 PFE PFIZER INC 0.78% 982.326 K $ 38553 2024/12/31 48.797 K $ 5.12 %
2025/09/30 SBR SABINE RTY TR 0.75% 952.284 K $ 11985 2024/12/31 153.168 K $ 19.19 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.71% 900.241 K $ 19961 2024/12/31 -24.943 K $ -2.57 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 0.67% 846.045 K $ 8100 2024/12/31 -404.000 $ -0.05 %
2025/09/30 MSTR STRATEGY INC 0.67% 840.968 K $ 2610 2024/12/31 -214.072 K $ -20.29 %
2025/09/30 TGT TARGET CORP 0.64% 814.476 K $ 9080 2024/12/31 -81.266 K $ -9.07 %
2025/09/30 MO ALTRIA GROUP INC 0.63% 800.779 K $ 12122 2024/12/31 90.066 K $ 12.67 %
2025/09/30 EOG EOG RES INC 0.59% 750.083 K $ 6690 2024/12/31 -50.108 K $ -6.26 %
2025/09/30 ADBE ADOBE INC 0.59% 743.244 K $ 2107 2024/12/31 -74.471 K $ -8.82 %
2025/09/30 D DOMINION ENERGY INC 0.58% 737.099 K $ 12050 2025/06/30 56.032 K $ 8.23 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.55% 695.697 K $ 4300 2025/06/30 85.526 K $ 14.02 %
2025/09/30 KO COCA COLA CO 0.52% 660.812 K $ 9964 2024/12/31 -45.469 K $ -6.26 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.45% 574.101 K $ 8561 2025/03/31 -62.152 K $ -9.77 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.45% 566.253 K $ 850 2024/12/31 41.080 K $ 7.82 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.44% 557.445 K $ 700 2024/12/31 62.020 K $ 12.52 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.40% 499.840 K $ 540 2024/12/31 -34.727 K $ -6.50 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 0.38% 474.847 K $ 7926 2024/12/31 317.000 $ 0.07 %
2025/09/30 CVS CVS HEALTH CORP 0.35% 447.063 K $ 5930 2024/12/31 38.011 K $ 9.29 %
2025/09/30 MRK MERCK & CO INC 0.35% 446.927 K $ 5325 2024/12/31 25.400 K $ 6.03 %
2025/09/30 DIS DISNEY WALT CO 0.35% 446.550 K $ 3900 2024/12/31 -37.089 K $ -7.67 %
2025/09/30 ILF ISHARES TR 0.35% 440.573 K $ 15250 2024/12/31 40.869 K $ 10.23 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.35% 437.180 K $ 4870 2024/12/31 24.057 K $ 5.82 %
2025/09/30 WMB WILLIAMS COS INC 0.34% 429.196 K $ 6775 2025/06/30 3.658 K $ 0.86 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.33% 423.306 K $ 2755 2024/12/31 -15.620 K $ -3.56 %
2025/09/30 XYZ BLOCK INC 0.33% 412.517 K $ 5708 2024/12/31 23.470 K $ 6.39 %
2025/09/30 MXF MEXICO FD INC 0.33% 411.238 K $ 20875 2024/12/31 44.463 K $ 12.12 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.32% 400.561 K $ 11425 2025/06/30 37.131 K $ 10.22 %
2025/09/30 FXI ISHARES TR 0.29% 371.494 K $ 9030 2024/12/31 39.551 K $ 11.92 %
2025/09/30 SHEL SHELL PLC 0.29% 365.518 K $ 5110 2024/12/31 5.723 K $ 1.59 %
2025/09/30 ADM ARCHER DANIELS MIDLAND CO 0.28% 354.258 K $ 5930 2024/12/31 53.174 K $ 13.19 %
2025/09/30 T AT&T INC 0.27% 345.996 K $ 12252 2024/12/31 -8.576 K $ -2.42 %
2025/09/30 EWT ISHARES INC 0.26% 322.872 K $ 5075 2024/12/31 31.566 K $ 10.84 %
2025/09/30 AFL AFLAC INC 0.25% 318.010 K $ 2847 2025/06/30 17.765 K $ 5.92 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.23% 292.199 K $ 2350 2024/12/31 -10.762 K $ -3.55 %
2025/09/30 CSCO CISCO SYS INC 0.23% 287.364 K $ 4200 2024/12/31 -4.031 K $ -1.38 %
2025/09/30 BAC BANK AMERICA CORP 0.22% 281.166 K $ 5450 2024/12/31 23.271 K $ 9.02 %
2025/09/30 SBSI SOUTHSIDE BANCSHARES INC 0.21% 266.200 K $ 9423 2024/12/31 -11.119 K $ -4.01 %
2025/09/30 SNOW SNOWFLAKE INC 0.21% 264.345 K $ 1172 2025/06/30 2.086 K $ 0.80 %
2025/09/30 JD JD.COM INC 0.21% 264.099 K $ 7550 2024/12/31 16.707 K $ 7.17 %
2025/09/30 IWS ISHARES TR 0.20% 258.390 K $ 1850 2024/12/31 13.930 K $ 5.70 %
2025/09/30 EWH ISHARES INC 0.19% 238.128 K $ 11050 2025/06/30 18.674 K $ 8.51 %
2025/09/30 AMGN AMGEN INC 0.19% 237.048 K $ 840 2024/12/31 2.511 K $ 1.07 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.19% 236.250 K $ 5000 2024/12/31 26.200 K $ 12.47 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.18% 232.787 K $ 738 2024/12/31 18.833 K $ 8.80 %
2025/09/30 STEL STELLAR BANCORP INC 0.18% 230.008 K $ 7581 2024/12/31 17.891 K $ 8.43 %
2025/09/30 NOW SERVICENOW INC 0.18% 222.708 K $ 242 2024/12/31 -26.087 K $ -10.49 %
2025/09/30 META META PLATFORMS INC 0.17% 221.048 K $ 301 2025/06/30 -1.116 K $ -0.50 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.16% 207.217 K $ 2005 2025/06/30 -22.115 K $ -9.64 %
2025/09/30 SJT SAN JUAN BASIN RTY TR 0.05% 69.460 K $ 11500 2024/12/31 689.000 $ 1.01 %
2025/09/30 LUV SOUTHWEST AIRLS CO 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %