Arkolith/Funds/Rahlfs Capital, LLC

Rahlfs Capital, LLC

CIK 2056410
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Rahlfs Capital, LLC holds a focused book of 86 stocks worth $136.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed JPMorgan Ultra-Short Income. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2025 would be +27% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show RAHLFS CAPITAL, LLC's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
8
existing
Trimmed
12
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.9%
+17.8%/yr · since Feb '25
Their reported book
+27.4%
held from quarter-end
S&P 500
+23.0%
same window
$8K$10K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Rahlfs Capital, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Rahlfs Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
46%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

80% mapped to company sectors

Information Technology
29%
ETF / fund or unclassified
20%
Consumer Discretionary
11%
Energy
9%
Financials
9%
Health Care
5%
Utilities
5%
Consumer Staples
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rahlfs Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$484.5B
ROYAL BANK OF CANADA80 / 80$135.3B
OSAIC HOLDINGS, INC.80 / 80$12.3B
UBS Group AG79 / 80$123.6B
CWM, LLC79 / 80$5.5B
JPMORGAN CHASE & CO78 / 80$483.0B
BANK OF AMERICA CORP /DE/78 / 80$283.4B
WELLS FARGO & COMPANY/MN78 / 80$119.0B

Ranked by how many of Rahlfs Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$10.7M37.0K
7.9%
+0.3%
Added · +100 sh
2J P Morgan Exchange Traded F
ULTRA SHRT ETF
$10.2M201.8K
7.5%
−20%
Reduced · −50K sh
3Berkshire Hathaway Inc Del
CL B NEW
$7.5M15.0K
5.5%
Held
4Alphabet Inc
CAP STK CL A
$7.2M20.1K
5.3%
+9.1%
Added · +2K sh
5Walmart Inc
COM
$5.3M47.0K
3.9%
Held
6Microsoft Corp
COM
$5.1M13.8K
3.8%
−1.4%
Reduced · −200 sh
7Intel Corp
COM
$5.1M36.8K
3.8%
Held
8Exxon Mobil Corp
COM
$4.9M36.1K
3.6%
Held
9Texas Instrs Inc
COM
$3.4M11.6K
2.5%
−3.3%
Reduced · −400 sh
10Vaneck ETF Trust
GOLD MINERS ETF
$3.3M44.3K
2.5%
Held
11Southern Co
COM
$2.7M27.9K
2.0%
Held
12J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.5M44.1K
1.8%
−4.5%
Reduced · −2K sh
13Amazon Com Inc
COM
$2.4M10.0K
1.7%
+4.1%
Added · +395 sh
14McDonalds Corp
COM
$2.3M8.6K
1.7%
−6.0%
Reduced · −550 sh
15Nvidia Corporation
COM
$2.3M11.3K
1.7%
Held
16Ishares TR
S&P 100 ETF
$2.2M6.1K
1.6%
Held
17Newmont Corp
COM
$2.2M23.6K
1.6%
Held
18Johnson & Johnson
COM
$2.2M8.6K
1.6%
Held
19Verizon Communications Inc
COM
$2.2M50.9K
1.6%
Held
20Meta Platforms Inc
CL A
$2.0M3.5K
1.5%
New
New position
21Ebay Inc.
COM
$2.0M17.5K
1.4%
+12%
Added · +2K sh
22Tko Group Holdings Inc
CL A
$1.9M9.6K
1.4%
−1.5%
Reduced · −150 sh
23Apa Corporation
COM
$1.9M58.7K
1.4%
Held
24Duke Energy Corp New
COM NEW
$1.9M15.0K
1.4%
Held
25Eog Res Inc
COM
$1.7M13.2K
1.3%
+7.1%
Added · +875 sh
26Archer Daniels Midland Co
COM
$1.6M20.8K
1.2%
Held
27Abbvie Inc
COM
$1.5M5.9K
1.1%
−7.8%
Reduced · −500 sh
28Pepsico Inc
COM
$1.4M10.7K
1.1%
Held
29Philip Morris Intl Inc
COM
$1.4M7.8K
1.0%
Held
30Black Stone Minerals L P
COM UNIT
$1.4M100.1K
1.0%
Held
31Ishares Inc
MSCI JAPAN ETF
$1.4M14.8K
1.0%
Held
32Chevron Corporation
COM
$1.3M8.1K
1.0%
Held
33Ishares Inc
MSCI SINGPOR ETF
$1.3M45.1K
1.0%
Held
34Ishares TR
LATN AMER 40 ETF
$1.3M38.3K
0.9%
Held
35Oracle Corp
COM
$1.2M8.2K
0.9%
Held
36Bristol-Myers Squibb Co
COM
$1.1M19.9K
0.8%
Held
37Energy Transfer L P
COM UT LTD PTN
$1.1M58.2K
0.8%
Held
38Target Corp
COM
$1.0M7.7K
0.7%
Held
39Ishares Silver TR
ISHARES
$913K17.1K
0.7%
+4.6%
Added · +750 sh
40Pfizer Inc
COM
$907K37.7K
0.7%
Held
41Ishares Inc
MSCI BRAZIL ETF
$906K26.3K
0.7%
New
New position
42Sabine Rty TR
UNIT BEN INT
$877K12.0K
0.6%
Held
43Altria Group Inc
COM
$834K11.6K
0.6%
Held
44Genuine Parts Co
COM
$823K7.0K
0.6%
Held
45Dominion Energy Inc
COM
$823K12.1K
0.6%
Held
46Coca Cola Co
COM
$768K9.5K
0.6%
Held
47Comstock Res Inc
COM
$729K48.9K
0.5%
−1.0%
Reduced · −500 sh
48Goldman Sachs Group Inc
COM
$708K700
0.5%
Held
49Uber Technologies Inc
COM
$707K9.8K
0.5%
Held
50Liberty Media Corp Del
COM LBTY ONE S C
$695K7.3K
0.5%
−9.9%
Reduced · −800 sh
Showing 50 of 86 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202686$136.2M13F-HR
Q1 2026Mar 31, 2026May 11, 202686$136.1M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202684$128.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202588$126.4M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202589$109.2M13F-HR
Q1 2025Mar 31, 2025May 14, 202576$99.9M13F-HR
Q4 2024Dec 31, 2024May 14, 202578$100.9M13F-HR/A
Amended / restated
  • Q4 2024 · filed Feb 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.