Rydar Equities, Inc.
Filing Date
Global Rank
#4,824
/ 8,517
▲ 642
Top Industry
Consumer Electronics
8.1%
3Y Alpha vs SPY
+15.5%
Period ended 46 days ago
Filed Jul 21, 2026 · 25d
5 quarters · since Jun 2025
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+35.0%
SPY
+20.4%
Annualised alpha
+14.6%
Max drawdown
−8.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.7%
−0.1 pts
Top 5
25.2%
−0.5 pts
Top 10
37.7%
−1.9 pts
HHI
244
Diversified−15
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $40,548,121 |
| Financial Services | 18.8% | $31,371,616 |
| Consumer Cyclical | 12.7% | $21,232,342 |
| Industrials | 12.2% | $20,249,788 |
| Communication Services | 7.9% | $13,084,698 |
| Consumer Defensive | 6.7% | $11,118,372 |
| Energy | 6.6% | $10,953,174 |
| Unclassified | 4.9% | $8,232,199 |
| Healthcare | 4.9% | $8,134,771 |
| Basic Materials | 0.6% | $1,002,073 |
| Utilities | 0.4% | $687,481 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PAA | Plains All American Pipeline LP | +40,722 | 149,464 | $3,327,068 | |
| CFR | Cullen/Frost Bankers, Inc. | +14,940 | 17,149 | $2,649,863 | |
| CRWD | CrowdStrike Holdings, Inc. | +12,569 | 16,072 | $3,066,296 | |
| SOFI | SoFi Technologies, Inc. | +11,165 | 30,021 | $538,276 | |
| JNJ | Johnson & Johnson | +7,222 | 13,242 | $3,363,070 | |
| AAPL | Apple Inc. | +5,314 | 44,366 | $12,837,745 | |
| AMZN | Amazon Com Inc | +5,022 | 38,150 | $9,092,671 | |
| RIVN | Rivian Automotive, Inc. / DE | +5,000 | 22,055 | $382,654 | |
| KO | Coca Cola Co | +3,347 | 30,989 | $2,518,476 | |
| COF | Capital One Financial Corp | +3,267 | 13,586 | $2,725,623 | |
| KLAC | Kla Corp | +3,085 | 3,310 | $998,660 | |
| NVDA | Nvidia Corp | +3,054 | 28,924 | $5,787,403 | |
| T | At&T Inc. | +2,867 | 124,887 | $2,585,160 | |
| WM | Waste Management Inc | +2,828 | 13,739 | $3,062,148 | |
| XOM | ExxonMobil Holdings Corp | +2,783 | 15,538 | $2,124,355 | |
| RTX | RTX Corp | +2,750 | 15,789 | $2,995,646 | |
| PG | PROCTER & GAMBLE Co | +2,635 | 21,625 | $3,171,090 | |
| CARR | CARRIER GLOBAL Corp | +2,540 | 19,184 | $1,407,146 | |
| WMT | Walmart Inc. | +2,356 | 20,976 | $2,375,741 | |
| ET | Energy Transfer LP | +2,182 | 13,488 | $257,890 | |
| HD | Home Depot, Inc. | +1,919 | 7,383 | $2,603,836 | |
| TRV | Travelers Companies, Inc. | +1,563 | 7,159 | $2,363,329 | |
| CVX | Chevron Corp | +1,556 | 7,039 | $1,166,784 | |
| NFLX | Netflix Inc | +1,440 | 8,165 | $582,981 | |
| GOOGL | Alphabet Inc. | +1,385 | 23,453 | $8,381,398 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LIN | Linde PLC | 1,931 | $1,002,073 | |
| INTC | Intel Corp | 3,140 | $438,438 | |
| NVS | Novartis AG | 2,630 | $412,173 | |
| UGI | Ugi Corp /Pa/ | 11,730 | $405,154 | |
| WMB | Williams Companies, Inc. | 4,843 | $360,028 | |
| Q | Qnity Electronics, Inc. | 2,175 | $355,199 | |
| MU | Micron Technology Inc | 304 | $350,904 | |
| PRU | Prudential Financial Inc | 3,111 | $335,770 | |
| BIIB | Biogen Inc. | 1,522 | $328,843 | |
| EPD | Enterprise Products Partners L.P. | 8,906 | $327,384 | |
| CRWV | CoreWeave, Inc. | 2,971 | $295,733 | |
| PM | Philip Morris International Inc. | 1,342 | $242,781 | |
| VRT | Vertiv Holdings Co | 718 | $240,400 | |
| PFE | Pfizer Inc | 9,573 | $230,517 | |
| DIS | Walt Disney Co | 2,302 | $221,567 | |
| SCHW | Schwab Charles Corp | 2,015 | $185,924 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 20,632 | $1,322,098 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,224 | $478,293 | |
| TSCO | Tractor Supply Co /De/ | 9,159 | $414,902 | |
| NOW | ServiceNow, Inc. | 3,065 | $320,445 | |
| CION | CION Investment Corp | 15,326 | $104,829 | |
| VFF | Village Farms International, Inc. | 11,536 | $32,762 | |
| No positions match the current search. | ||||
96 tracked positions ·
$166,614,635 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 96 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 44,366 | $12,837,745 | 7.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 38,150 | $9,092,671 | 5.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 23,453 | $8,381,398 | 5.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 5,887 | $5,953,935 | 3.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 28,924 | $5,787,403 | 3.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 17,188 | $5,626,148 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,135 | $4,526,597 | 2.72% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 18,406 | $3,847,590 | 2.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 4,602 | $3,436,635 | 2.06% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 13,242 | $3,363,070 | 2.02% | |
| PAA |
Plains All American Pipeline LP
Energy
|
Added | 149,464 | $3,327,068 | 2.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 21,625 | $3,171,090 | 1.90% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 16,072 | $3,066,296 | 1.84% | |
| WM |
Waste Management Inc
Industrials
|
Added | 13,739 | $3,062,148 | 1.84% | |
| RTX |
RTX Corp
Industrials
|
Added | 15,789 | $2,995,646 | 1.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,974 | $2,926,453 | 1.76% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 1,706 | $2,895,747 | 1.74% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 13,586 | $2,725,623 | 1.64% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
Added | 17,149 | $2,649,863 | 1.59% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 7,383 | $2,603,836 | 1.56% | |
| T |
At&T Inc.
Communication Services
|
Added | 124,887 | $2,585,160 | 1.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,720 | $2,544,478 | 1.53% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 30,989 | $2,518,476 | 1.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,976 | $2,375,741 | 1.43% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 7,159 | $2,363,329 | 1.42% | |
| AXP |
American Express Co
Financial Services
|
Added | 6,739 | $2,279,466 | 1.37% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 5,055 | $2,190,483 | 1.31% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,229 | $2,154,506 | 1.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,538 | $2,124,355 | 1.28% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 6,100 | $2,080,222 | 1.25% | |
| CMI |
Cummins Inc
Industrials
|
Added | 2,888 | $2,059,750 | 1.24% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 7,465 | $2,017,864 | 1.21% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 16,580 | $1,934,388 | 1.16% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,598 | $1,911,066 | 1.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,575 | $1,889,102 | 1.13% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 3,578 | $1,869,111 | 1.12% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 6,768 | $1,840,896 | 1.10% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,445 | $1,697,672 | 1.02% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 520 | $1,661,888 | 1.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,716 | $1,562,949 | 0.94% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 19,184 | $1,407,146 | 0.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,393 | $1,390,117 | 0.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,332 | $1,313,592 | 0.79% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,039 | $1,166,784 | 0.70% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,132 | $1,094,995 | 0.66% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 1,931 | $1,002,073 | 0.60% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 3,835 | $998,787 | 0.60% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,310 | $998,660 | 0.60% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 13,804 | $996,096 | 0.60% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 5,459 | $962,530 | 0.58% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.