RAHLFS CAPITAL, LLC — 13F holdings

RAHLFS CAPITAL, LLC reported 89 holdings worth $150M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. JPST J P MORGAN EXCHANGE TRADED F — $15.8M (10.5%)
  2. AAPL APPLE INC — $12.2M (8.1%)
  3. MSFT MICROSOFT CORP — $7.60M (5.1%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $7.47M (5.0%)
  5. GOOGL ALPHABET INC — $6.48M (4.3%)
  6. WMT WALMART INC — $4.83M (3.2%)
  7. INTC INTEL CORP — $4.42M (3.0%)
  8. GDX VANECK ETF TRUST — $3.89M (2.6%)
  9. TXN TEXAS INSTRS INC — $3.24M (2.2%)
  10. NEM NEWMONT CORP — $3.10M (2.1%)