RAHLFS CAPITAL, LLC
Top Portfolio Positions
72 positions ·
$105,764,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
36,920 | $9,369,926 | 8.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
14,992 | $7,184,166 | 6.79% | |
| XOM |
Exxon Mobil Corp
Energy
|
36,126 | $6,129,137 | 5.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
47,015 | $5,843,024 | 5.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,445 | $5,304,044 | 5.01% | |
| MSFT |
Microsoft Corp
Technology
|
13,965 | $5,169,424 | 4.89% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
9,160 | $2,846,836 | 2.69% | |
| SO |
Southern Co
Utilities
|
27,895 | $2,692,425 | 2.55% | |
| VZ |
Verizon Communications Inc
Communication Services
|
50,896 | $2,554,979 | 2.42% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
23,585 | $2,553,076 | 2.41% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,512,937 | 100,062 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,329,823 | 100,062 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,312,909 | 99,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,102,212 | 84,267 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,286,757 | 84,267 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,230,298 | 84,267 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||