Rydar Equities, Inc.

CIK

2065487

Location

WEATHERFORD, TX

Portfolio Value

Small $123,504,191

Diversification

Diversified

Filing Date

Global Rank

#5,263 / 8,604 ▲ 172 · as of Mar 2026

Top Industry

Consumer Electronics 8.4%

3Y Alpha vs SPY

-1.4%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.0%

SPY

+16.9%

Annualised alpha

-1.1%

Max drawdown

−7.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.4 pts

Top 5

25.8%

−2.1 pts

Top 10

40.1%

−2.7 pts

HHI

264

Diversified−21

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.9%	$26,990,060	16
Financial Services	18.0%	$22,217,907	17
Consumer Cyclical	14.8%	$18,236,495	10
Industrials	12.4%	$15,335,735	14
Communication Services	8.9%	$10,934,473	4
Consumer Defensive	8.0%	$9,846,356	6
Energy	7.5%	$9,313,748	10
Unclassified	5.0%	$6,184,419	3
Healthcare	3.3%	$4,042,304	3
Utilities	0.3%	$402,694	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+7,447	18,856	$299,433
T	At&T Inc.	+5,941	122,020	$3,537,359
COF	Capital One Financial Corp	+3,165	10,319	$1,882,495
PAA	Plains All American Pipeline LP	+2,218	108,742	$2,428,208
JNJ	Johnson & Johnson	+2,045	6,020	$1,471,528
COP	Conocophillips	+1,918	7,381	$974,292
ORLY	O Reilly Automotive Inc	+1,485	6,070	$560,321
NOW	ServiceNow, Inc.	+1,150	3,065	$320,445
PG	PROCTER & GAMBLE Co	+1,137	18,990	$2,742,915
CRWD	CrowdStrike Holdings, Inc.	+1,110	3,503	$341,901
GOOGL	Alphabet Inc.	+1,092	19,864	$5,712,091
BA	Boeing Co	+1,000	3,528	$702,177
AAPL	Apple Inc.	+950	39,052	$9,911,007
OKE	Oneok Inc /New/	+811	5,535	$500,308
NVDA	Nvidia Corp	+784	25,870	$4,511,728
CFR	Cullen/Frost Bankers, Inc.	+692	2,209	$302,809
HD	Home Depot, Inc.	+646	5,464	$1,797,054
CMI	Cummins Inc	+631	2,575	$1,385,401
AMD	Advanced Micro Devices Inc	+596	2,365	$481,111
PLTR	Palantir Technologies Inc.	+563	15,498	$2,267,047
AXP	American Express Co	+547	5,812	$1,758,013
JPM	Jpmorgan Chase & Co	+403	16,443	$4,836,872
APH	Amphenol Corp /De/	+380	4,384	$553,918
GS	Goldman Sachs Group Inc	+368	5,051	$4,273,095
KO	Coca Cola Co	+354	27,642	$2,102,174
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
VFF	Village Farms International, Inc.	−10,000	11,536	$32,762
ET	Energy Transfer LP	−1,119	11,306	$218,205
DELL	Dell Technologies Inc.	−985	2,031	$333,348
TSCO	Tractor Supply Co /De/	−877	9,159	$414,902
FANG	Diamondback Energy, Inc.	−759	2,077	$410,809
RTX	RTX Corp	−485	13,039	$2,515,223
AMZN	Amazon Com Inc	−336	33,128	$6,899,568
MS	Morgan Stanley	−273	17,254	$2,839,490
DIA	Spdr Dow Jones Industrial Average ETF Trust	−204	3,297	$1,527,137
VLO	Valero Energy Corp/Tx	−191	3,055	$754,829
CARR	CARRIER GLOBAL Corp	−189	16,644	$937,223
SPY	Spdr S&P 500 ETF Trust	−164	3,937	$2,560,388
CVX	Chevron Corp	−162	5,483	$1,134,432
COST	Costco Wholesale Corp /New	−152	2,371	$2,362,535
UNH	Unitedhealth Group Inc	−135	4,181	$1,131,336
UBER	Uber Technologies, Inc	−128	12,599	$906,246
HSY	Hershey Co	−123	1,404	$291,877
LMT	Lockheed Martin Corp	−85	3,833	$2,316,626
SBUX	Starbucks Corp	−48	4,426	$396,525
QQQ	Invesco Qqq Trust, Series 1	−21	3,633	$2,096,894
NOC	Northrop Grumman Corp /De/	−16	1,165	$794,809
MELI	Mercadolibre Inc	−13	1,701	$2,941,063
HOOD	Robinhood Markets, Inc.	−5	4,650	$322,245
V	Visa Inc.	−1	1,634	$493,860
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	225	$331,292
TPL	Texas Pacific Land Corp	575	$272,872
LHX	L3harris Technologies, Inc. /De/	747	$257,827
HBAN	Huntington Bancshares Inc /Md/	10,446	$163,479
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BLK	BlackRock, Inc.	636	$680,736
FSK	FS KKR Capital Corp	19,231	$284,811
WFC	Wells Fargo & Company/Mn	2,216	$206,531
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $123,504,191 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	39,052	+950	$9,911,007	−4.3%	8.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,128	-336	$6,899,568	−10.7%	5.59%
GOOGL	Alphabet Inc. Communication Services	Added	19,864	+1,092	$5,712,091	−2.8%	4.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,443	+403	$4,836,872	−6.4%	3.92%
NVDA	Nvidia Corp Technology	Added	25,870	+784	$4,511,728	−3.6%	3.65%
GS	Goldman Sachs Group Inc Financial Services	Added	5,051	+368	$4,273,095	+3.8%	3.46%
MSFT	Microsoft Corp Technology	Added	10,924	+94	$4,043,737	−22.8%	3.27%
T	At&T Inc. Communication Services	Added	122,020	+5,941	$3,537,359	+22.7%	2.86%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,701	-13	$2,941,063	−14.8%	2.38%
MS	Morgan Stanley Financial Services	Reduced	17,254	-273	$2,839,490	−8.7%	2.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	18,990	+1,137	$2,742,915	+7.2%	2.22%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,937	-164	$2,560,388	−8.4%	2.07%
RTX	RTX Corp Industrials	Reduced	13,039	-485	$2,515,223	+1.4%	2.04%
WM	Waste Management Inc Industrials	Added	10,911	+19	$2,507,238	+4.8%	2.03%
PAA	Plains All American Pipeline LP Energy	Added	108,742	+2,218	$2,428,208	+26.9%	1.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,371	-152	$2,362,535	+8.6%	1.91%
LMT	Lockheed Martin Corp Industrials	Reduced	3,833	-85	$2,316,626	+22.2%	1.88%
WMT	Walmart Inc. Consumer Defensive	Added	18,620	+273	$2,314,093	+13.2%	1.87%
PLTR	Palantir Technologies Inc. Technology	Added	15,498	+563	$2,267,047	−14.6%	1.84%
XOM	Exxon Mobil Corp Energy	Added	12,755	+85	$2,164,013	+41.9%	1.75%
KO	Coca Cola Co Consumer Defensive	Added	27,642	+354	$2,102,174	+10.2%	1.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,633	-21	$2,096,894	−6.6%	1.70%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,482	+129	$2,014,540	+3.8%	1.63%
COF	Capital One Financial Corp Financial Services	Added	10,319	+3,165	$1,882,495	+8.6%	1.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,464	+646	$1,797,054	+8.4%	1.46%
AXP	American Express Co Financial Services	Added	5,812	+547	$1,758,013	−9.7%	1.42%
AZO	Autozone Inc Consumer Cyclical	Added	501	+36	$1,692,267	+7.3%	1.37%
TRV	Travelers Companies, Inc. Financial Services	Added	5,596	+151	$1,632,241	+3.3%	1.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,297	-204	$1,527,137	−9.2%	1.24%
UNP	Union Pacific Corp Industrials	Added	6,264	+205	$1,519,771	+8.4%	1.23%
JNJ	Johnson & Johnson Healthcare	Added	6,020	+2,045	$1,471,528	+78.9%	1.19%
LLY	ELI LILLY & Co Healthcare	Added	1,565	+3	$1,439,440	−14.3%	1.17%
CMI	Cummins Inc Industrials	Added	2,575	+631	$1,385,401	+39.6%	1.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,399	+294	$1,263,578	−9.5%	1.02%
CVX	Chevron Corp Energy	Reduced	5,483	-162	$1,134,432	+31.9%	0.92%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,181	-135	$1,131,336	−20.6%	0.92%
MA	Mastercard Inc Financial Services	Added	2,093	+3	$1,045,788	−12.3%	0.85%
META	Meta Platforms, Inc. Communication Services	Added	1,815	+83	$1,038,415	−9.2%	0.84%
COP	Conocophillips Energy	Added	7,381	+1,918	$974,292	+90.5%	0.79%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	16,644	-189	$937,223	+5.4%	0.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,923	+25	$921,501	−3.4%	0.75%
UBER	Uber Technologies, Inc Technology	Reduced	12,599	-128	$906,246	−12.9%	0.73%
PANW	Palo Alto Networks Inc Technology	Added	5,521	+75	$885,126	−11.8%	0.72%
LRCX	Lam Research Corp Technology	Added	3,796	+19	$811,053	+25.4%	0.66%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	1,165	-16	$794,809	+18.0%	0.64%
VLO	Valero Energy Corp/Tx Energy	Reduced	3,055	-191	$754,829	+42.8%	0.61%
RSG	Republic Services, Inc. Industrials	Added	3,361	+74	$736,126	+5.7%	0.60%
BA	Boeing Co Industrials	Added	3,528	+1,000	$702,177	+27.9%	0.57%
WRB	Berkley W R Corp Financial Services	Added	9,965	+162	$660,480	−3.9%	0.53%
NFLX	Netflix Inc Communication Services	Added	6,725	+100	$646,608	+4.1%	0.52%