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REXFORD CAPITAL INC

Location
BELLAIRE, TX
Portfolio Value
Small $130,976,366
Diversification
Diversified
Filing Date
Global Rank
#4,788 / 8,232 ▲ 399
Top Industry
Drug Manufacturers - General 8.6%
3Y Alpha vs SPY
+4.6%
Period ended 2 months ago
Filed Apr 24, 2026 · 50d
4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

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

Cloned portfolio
+19.7%
SPY
+16.0%
Annualised alpha
+4.6%
Max drawdown
−7.3%

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

296 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
3.2%
+0.3 pts
Top 5
13.7%
−0.1 pts
Top 10
21.2%
−1.1 pts
HHI
98
Jun 2025 → Mar 2026 · range 96 – 100
Diversified−1

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 23.8% $31,132,447
Industrials 13.9% $18,222,810
Financial Services 13.5% $17,742,956
Healthcare 12.4% $16,286,301
Consumer Defensive 11.4% $14,885,447
Energy 9.4% $12,334,778
Consumer Cyclical 8.4% $11,046,113
Communication Services 2.6% $3,389,411
Utilities 1.6% $2,141,646
Real Estate 1.5% $1,941,769
Basic Materials 1.2% $1,612,634
Unclassified 0.2% $240,054

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
296 positions · $130,976,366 total · as of Mar 31, 2026
Showing 1–50 of 296 positions by value · page 1 of 6
Ticker Company Shares Value (USD) % of Portfolio History