Rahlfs Capital, Llc Portfolio Stock Holdings

Rahlfs Capital, Llc disclosed 86 stock positions valued at approximately $136.1 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, APPLE INC, and BERKSHIRE HATHAWAY INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
86
Portfolio Value
$136.1M
Holdings by Sector
Rahlfs Capital, Llc Portfolio Holdings in Q1 2026

86 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
J P MORGAN EXCHANGE TRADED FJPSTOther9.37%251,930+34,925+16.09%$12,750,177
APPLE INCAAPLTechnology6.88%36,920--$9,369,927
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services5.28%14,992-50-0.33%$7,184,166
EXXON MOBIL CORPXOMEnergy4.50%36,126-50-0.14%$6,129,137
WALMART INCWMTConsumer Defensive4.29%47,015-150-0.32%$5,843,024
ALPHABET INCGOOGLCommunication Services3.90%18,445-160-0.86%$5,304,044
MICROSOFT CORPMSFTTechnology3.80%13,965-75-0.53%$5,169,424
VANECK ETF TRUSTGDXOther2.98%44,255-400-0.90%$4,061,281
MCDONALDS CORPMCDConsumer Cyclical2.09%9,160-45-0.49%$2,846,836
SOUTHERN COSOUtilities1.98%27,895--$2,692,425
JANUS DETROIT STR TRVNLAOther1.97%55,000--$2,687,300
J P MORGAN EXCHANGE TRADED FJEPIOther1.92%46,197--$2,618,446
VERIZON COMMUNICATIONS INCVZCommunication Services1.88%50,896-375-0.73%$2,554,979
NEWMONT CORPNEMBasic Materials1.88%23,585-125-0.53%$2,553,076
APA CORPORATIONAPAEnergy1.83%58,700--$2,491,228
TEXAS INSTRS INCTXNTechnology1.71%11,963--$2,322,497
JOHNSON & JOHNSONJNJHealthcare1.54%8,600-300-3.37%$2,102,184
AMAZON COM INCAMZNConsumer Cyclical1.46%9,560--$1,991,061
NVIDIA CORPORATIONNVDATechnology1.44%11,270--$1,965,488
TKO GROUP HOLDINGS INCTKOCommunication Services1.44%9,745--$1,965,079
DUKE ENERGY CORP NEWDUKUtilities1.44%14,986--$1,962,267
ISHARES TROEFOther1.43%6,100--$1,940,227
EOG RES INCEOGEnergy1.30%12,280+5,590+83.56%$1,775,320
CHEVRON CORPORATIONCVXEnergy1.23%8,069--$1,669,476
PEPSICO INCPEPConsumer Defensive1.22%10,665--$1,656,168
INTEL CORPINTCTechnology1.19%36,759+5,425+17.31%$1,622,175
BLACK STONE MINERALS L PBSMEnergy1.11%100,062--$1,512,937
ARCHER DANIELS MIDLAND COADMConsumer Defensive1.11%20,810+12,005+136.34%$1,512,679
TESLA INCTSLAConsumer Cyclical1.08%3,940-20-0.51%$1,464,695
EBAY INC.EBAYConsumer Cyclical1.04%15,610--$1,420,822
ADVANCED MICRO DEVICES INCAMDTechnology1.02%6,850+2,525+58.38%$1,393,496
ABBVIE INCABBVHealthcare1.02%6,399-550-7.91%$1,391,719
ISHARES TRILFOther1.00%38,250+23,000+150.82%$1,358,640
PHILIP MORRIS INTL INCPMConsumer Defensive0.95%7,829--$1,294,447
ISHARES INCEWSOther0.93%45,095--$1,272,581
ISHARES INCEWJOther0.92%14,760--$1,246,334
ORACLE CORPORCLTechnology0.89%8,245--$1,212,922
BRISTOL-MYERS SQUIBB COBMYHealthcare0.88%19,851-110-0.55%$1,203,963
ENERGY TRANSFER L PETEnergy0.83%58,225+58,225+100.00%$1,123,743
ISHARES SILVER TRSLVOther0.82%16,325-16,175-49.77%$1,112,386
PFIZER INCPFEHealthcare0.78%37,686--$1,058,218
COMSTOCK RES INCCRKEnergy0.76%49,350--$1,040,298
TARGET CORPTGTConsumer Defensive0.69%7,697--$932,876
SABINE RTY TRSBREnergy0.66%11,985--$901,454
ABBOTT LABORATORIESABTHealthcare0.63%8,340--$856,268
ALTRIA GROUP INCMOConsumer Defensive0.56%11,597--$765,286
DOMINION ENERGY INCDUtilities0.55%12,050--$744,931
GENUINE PARTS COGPCConsumer Cyclical0.54%6,977-188-2.62%$737,818
COCA COLA COKOConsumer Defensive0.53%9,451--$718,749
UBER TECHNOLOGIES INCUBERTechnology0.52%9,799-200-2.00%$704,842
LIBERTY MEDIA CORP DELFWONKCommunication Services0.51%8,100--$688,662
COUPANG INCCPNGConsumer Cyclical0.47%34,025-850-2.44%$642,392
MERCK & CO INCMRKHealthcare0.47%5,325--$640,544
FIDELITY WISE ORIGIN BITCOINFBTCOther0.44%10,250--$605,058
GOLDMAN SACHS GROUP INCGSFinancial Services0.44%700--$592,193
DEVON ENERGY CORP NEWDVNEnergy0.42%11,425--$574,906
WILLIAMS COS INCWMBEnergy0.42%7,775--$565,865
STATE STR SPDR S&P 500 ETF TSPYOther0.41%850--$552,789
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.40%540--$538,072
ADOBE INCADBETechnology0.38%2,107--$512,170
FIRST TR EXCHANGE-TRADED FDFTSMOther0.34%7,850--$469,273
SHELL PLCSHELEnergy0.33%4,777--$444,261
MEXICO FD INCMXFFinancial Services0.32%20,875--$436,914
CVS HEALTH CORPCVSHealthcare0.31%5,930--$425,893
PROCTER & GAMBLE COPGConsumer Defensive0.29%2,755--$397,932
PAYPAL HLDGS INCPYPLFinancial Services0.28%8,561--$387,214
FRANCO NEV CORPFNVBasic Materials0.28%1,550--$382,928
DISNEY WALT CODISCommunication Services0.28%3,900--$375,882
ISHARES INCEWTOther0.26%5,075--$359,919
ISHARES INCEWHOther0.24%14,300+3,250+29.41%$330,187
CISCO SYS INCCSCOTechnology0.24%4,200--$325,878
BLOCK INCSQTechnology0.23%5,258--$316,426
STRATEGY INCMSTRTechnology0.23%2,485--$310,128
AMGEN INCAMGNHealthcare0.22%840--$295,554
ISHARES TRFXIOther0.21%8,055--$289,175
STELLAR BANCORP INCSTELFinancial Services0.20%7,581--$277,540
ISHARES TRIWSOther0.20%1,850--$269,619
BANK AMERICA CORPBACFinancial Services0.20%5,450--$265,688
AT&T INCTCommunication Services0.19%8,705--$252,358
DOLLAR GEN CORPDGConsumer Defensive0.17%2,005--$238,054
TAIWAN FD INCTWNFinancial Services0.17%3,500+3,500+100.00%$230,090
KIMBERLY-CLARK CORPKMBConsumer Defensive0.17%2,350--$226,705
LOCKHEED MARTIN CORPLMTIndustrials0.15%349+349+100.00%$210,932
AFLAC INCAFLFinancial Services0.15%1,897--$208,120
FREEPORT MCMORAN INCFCXBasic Materials0.15%3,460+3,460+100.00%$203,379
SAN JUAN BASIN RTY TRSJTEnergy0.04%11,000--$52,800