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Portfolio (Quarterly) Guide ↗

RHODES INVESTMENT ADVISORS INC /ADV

· CIK 0001005186
13F Portfolio $116.1B AUM 116 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 15 Exited
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIV GLOBAL X FDS 28,749.0 $543K 0.47% NEW $18.90 +0.8%
62 EPD ENTERPRISE PRODS PARTNERS L Energy 14,210.0 $538K 0.46% NEW $37.84 +3.7%
63 HOOD ROBINHOOD MKTS INC Financial Services 7,715.0 $535K 0.46% NEW $69.30 +16.5%
64 PFFA ETFIS SER TR I 26,250.0 $534K 0.46% NEW $20.36 +6.2%
65 FYC FIRST TR EXCHANGE-TRADED ALP 5,495.0 $533K 0.46% NEW $96.98 +15.0%
66 AFRM AFFIRM HLDGS INC Technology 11,354.0 $520K 0.45% NEW $45.82 +43.6%
67 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,560.0 $481K 0.41% NEW $188.00 +21.0%
68 XLC SELECT SECTOR SPDR TR 4,255.0 $472K 0.41% NEW $110.86 +4.7%
69 LLY ELI LILLY & CO Healthcare 505.0 $464K 0.40% NEW $919.77 +9.5%
70 ANGLOGOLD ASHANTI PLC 4,675.0 $455K 0.39% NEW $97.36
71 ABR ARBOR REALTY TRUST INC Real Estate 51,769.0 $399K 0.34% NEW $7.71 -24.9%
72 FNGS BANK MONTREAL MEDIUM Financial Services 6,676.0 $398K 0.34% NEW $59.61 +24.3%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 392.0 $391K 0.34% NEW $996.43 +4.5%
74 NML NEUBERGER ENGY INFRSTR & INC Financial Services 35,650.0 $375K 0.32% NEW $10.51 -0.3%
75 ANET ARISTA NETWORKS INC Technology 3,030.0 $372K 0.32% NEW $122.78 +15.6%
76 ARCC ARES CAPITAL CORP Financial Services 20,375.0 $367K 0.32% NEW $18.02 +4.9%
77 VTV VANGUARD INDEX FDS 1,840.0 $361K 0.31% NEW $196.20 +5.3%
78 TSLA TESLA INC Consumer Cyclical 961.0 $357K 0.31% NEW $371.75 +19.2%
79 VHT VANGUARD WORLD FD 1,278.0 $348K 0.30% NEW $272.33 -0.6%
80 ORCL ORACLE CORP Technology 2,319.0 $341K 0.29% NEW $147.11 +33.0%
Page 4 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Financial Services 19.8%
Communication Services 16.1%
Energy 11.2%
Consumer Cyclical 8.4%
Industrials 8.3%
Consumer Defensive 4.6%
Healthcare 3.5%
Utilities 3.1%
Real Estate 1.0%