Rydar Equities, Inc.
Filing Date
Global Rank
#5,229
/ 8,586
▲ 179
Top Industry
Consumer Electronics
8.4%
3Y Alpha vs SPY
-5.2%
Period ended 3 months ago
Filed Apr 13, 2026 · 2mo
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.2%
SPY
+18.2%
Annualised alpha
-4.9%
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, 2025Top Position
8.0%
−0.4 pts
Top 5
25.6%
−2.2 pts
Top 10
39.8%
−2.7 pts
HHI
261
Diversified−21
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.5% | $28,015,765 |
| Financial Services | 17.8% | $22,217,907 |
| Consumer Cyclical | 14.6% | $18,236,495 |
| Industrials | 12.3% | $15,335,735 |
| Communication Services | 8.8% | $10,934,473 |
| Consumer Defensive | 7.9% | $9,846,356 |
| Energy | 7.5% | $9,313,748 |
| Unclassified | 5.0% | $6,184,419 |
| Healthcare | 3.2% | $4,042,304 |
| Utilities | 0.3% | $402,694 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $1,367,606 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
6 positions ·
$9,846,356 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 18,990 | $2,742,915 | 27.86% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,371 | $2,362,535 | 23.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 18,620 | $2,314,093 | 23.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 27,642 | $2,102,174 | 21.35% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,404 | $291,877 | 2.96% | |
| VFF |
Village Farms International, Inc.
Consumer Defensive
|
Reduced | 11,536 | $32,762 | 0.33% |