Arkolith/Funds/Rydar Equities, Inc.

Rydar Equities, Inc.

CIK 2065487
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Rydar Equities, Inc. holds a diversified book of 107 stocks worth $177.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Emer Mark Ex-CH ETF and trimmed Dell Technologies -C. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Rydar Equities, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
28
new positions
Added to
79
existing
Trimmed
5
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.5%
+12.9%/yr · since Sep '25
Their reported book
+15.6%
held from quarter-end
S&P 500
+11.8%
same window
$10K$10K$11K$11K$11KSep '25Nov '25Jan '26Mar '26May '26Jul '26
Rydar Equities, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +15.6%, a 5.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Rydar Equities, Inc.'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: diversified book

Top 5 holdings
25%
Top 10 holdings
38%
Top 20 holdings
55%

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

Direct sector allocation

92% mapped to company sectors

Information Technology
30%
Financials
19%
Consumer Discretionary
14%
Industrials
12%
ETF / fund or unclassified
8%
Health Care
5%
Energy
4%
Utilities
4%

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 Rydar Equities, Inc.

Manager / fundShared namesTheir $ in those
BANK OF AMERICA CORP /DE/80 / 80$407.6B
ROYAL BANK OF CANADA80 / 80$184.5B
STIFEL FINANCIAL CORP80 / 80$36.3B
Steward Partners Investment Advisory, LLC80 / 80$6.9B
CWM, LLC80 / 80$6.6B
BlackRock, Inc.79 / 80$2.6T
FMR LLC79 / 80$901.3B
MORGAN STANLEY79 / 80$645.4B

Ranked by how many of Rydar Equities, Inc.'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.

107 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$14.7M44.4K
8.3%
+14%
Added · +5K sh
2Amazon Com Inc
COM
$9.5M38.1K
5.4%
+15%
Added · +5K sh
3Alphabet Inc
CAP STK CL A
$8.3M23.5K
4.7%
+18%
Added · +4K sh
4Goldman Sachs Group Inc
COM
$6.4M5.9K
3.6%
+17%
Added · +836 sh
5Nvidia Corporation
COM
$6.0M28.9K
3.4%
+12%
Added · +3K sh
6JPMorgan Chase & Co
COM
$5.9M17.2K
3.3%
+4.5%
Added · +745 sh
7Microsoft Corp
COM
$4.8M12.1K
2.7%
+11%
Added · +1K sh
8Morgan Stanley
COM NEW
$4.0M18.4K
2.3%
+6.7%
Added · +1K sh
9Plains All Amern Pipeline L
UNIT LTD PARTN
$3.6M149.5K
2.0%
+37%
Added · +41K sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$3.4M4.6K
1.9%
+17%
Added · +665 sh
11Johnson & Johnson
COM
$3.4M13.2K
1.9%
+120%
Added · +7K sh
12Waste Mgmt Inc Del
COM
$3.3M13.7K
1.8%
+26%
Added · +3K sh
13Crowdstrike Hldgs Inc
CL A
$3.3M16.1K
1.8%
+359%
Added · +13K sh
14Procter & Gamble Co
COM
$3.2M21.6K
1.8%
+14%
Added · +3K sh
15RTX Corporation
COM
$3.1M15.8K
1.7%
+21%
Added · +3K sh
16Mercadolibre Inc
COM
$3.1M1.7K
1.7%
+0.3%
Added · +5 sh
17Capital One Finl Corp
COM
$2.8M13.6K
1.6%
+32%
Added · +3K sh
18Invesco QQQ TR
UNIT SER 1
$2.8M4.0K
1.6%
+9.4%
Added · +341 sh
19Cullen Frost Bankers Inc
COM
$2.8M17.1K
1.6%
+676%
Added · +15K sh
20AT&T Inc
COM
$2.7M124.9K
1.5%
+2.3%
Added · +3K sh
21Travelers Companies Inc
COM
$2.6M7.2K
1.5%
+28%
Added · +2K sh
22Costco Wholesale Corporation
COM
$2.6M2.7K
1.4%
+15%
Added · +349 sh
23Coca Cola Co
COM
$2.5M31.0K
1.4%
+12%
Added · +3K sh
24Home Depot Inc
COM
$2.5M7.4K
1.4%
+35%
Added · +2K sh
25American Express Co
COM
$2.4M6.7K
1.3%
+16%
Added · +927 sh
26Walmart Inc
COM
$2.4M21.0K
1.3%
+13%
Added · +2K sh
27Exxon Mobil Corp
COM
$2.3M15.5K
1.3%
+22%
Added · +3K sh
28Palo Alto Networks Inc
COM
$2.2M6.1K
1.3%
+10%
Added · +579 sh
29Palantir Technologies Inc
CL A
$2.2M16.6K
1.2%
+7.0%
Added · +1K sh
30Lockheed Martin Corp
COM
$2.2M4.2K
1.2%
+10%
Added · +396 sh
31Union Pac Corp
COM
$2.0M6.8K
1.1%
+8.0%
Added · +504 sh
32McDonalds Corp
COM
$2.0M7.5K
1.1%
+15%
Added · +983 sh
33Unitedhealth Group Inc
COM
$1.9M4.6K
1.1%
+10.0%
Added · +417 sh
34Cummins Inc
COM
$1.9M2.9K
1.1%
+12%
Added · +313 sh
35State STR SPDR Dow Jones Ind
UT SER 1
$1.9M3.6K
1.1%
+8.5%
Added · +281 sh
36Eli Lilly & Co
COM
$1.9M1.6K
1.0%
+0.6%
Added · +10 sh
37Lam Research Corp
COM NEW
$1.6M5.1K
0.9%
+33%
Added · +1K sh
38Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.6M22.9K
0.9%
+11%
Added · +2K sh
39Ge Vernova Inc
COM
$1.6M1.4K
0.9%
+172%
Added · +914 sh
40Autozone Inc
COM
$1.6M520
0.9%
+3.8%
Added · +19 sh
41Meta Platforms Inc
CL A
$1.5M2.3K
0.8%
+28%
Added · +517 sh
42Tesla Inc
COM
$1.4M3.7K
0.8%
+9.3%
Added · +317 sh
43Carrier Global Corporation
COM
$1.3M19.2K
0.7%
+15%
Added · +3K sh
44Chevron Corporation
COM
$1.3M7.0K
0.7%
+28%
Added · +2K sh
45Vanguard World FD
EMERGING MRKTS E
$1.3M21.8K
0.7%
New
New position
46Advanced Micro Devices Inc
COM
$1.2M2.4K
0.7%
+1.2%
Added · +28 sh
47Valero Energy Corp
COM
$1.2M3.8K
0.7%
+26%
Added · +780 sh
48Mastercard Incorporated
CL A
$1.2M2.1K
0.6%
+1.9%
Added · +39 sh
49Uber Technologies Inc
COM
$997K13.8K
0.6%
+9.6%
Added · +1K sh
50Linde PLC
SHS
$991K1.9K
0.6%
New
New position
Showing 50 of 107 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026107$177.6M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202692$129.2M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202691$128.3M13F-HR
Q3 2025Sep 30, 2025Oct 10, 202593$124.8M13F-HR
Q2 2025Jun 30, 2025Sep 30, 202595$126.5M13F-HR

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.