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Portfolio (Quarterly) Guide ↗

Rydar Equities, Inc.

· CIK 0002065487
13F Portfolio $178M AUM 107 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 75 Added 5 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DELL DELL TECHNOLOGIES INC Technology 1,677.0 $663K 0.37% -354.0 -17.4% $395.54 +15.2%
2 V VISA INC Financial Services 1,590.0 $569K 0.32% -44.0 -2.7% $357.64 +6.7%
3 SBUX STARBUCKS CORP Consumer Cyclical 4,221.0 $446K 0.25% -205.0 -4.6% $105.67 +2.1%
4 ED CONSOLIDATED EDISON INC Utilities 2,552.0 $289K 0.16% -1K -28.3% $113.06 -4.9%
5 TPL TEXAS PACIFIC LAND CORPORATI Energy 556.0 $230K 0.13% -19.0 -3.3% $413.57 -11.9%

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 24.7%
Financial Services 23.6%
Consumer Cyclical 12.6%
Industrials 11.1%
Communication Services 7.8%
Energy 6.8%
Consumer Defensive 6.6%
Healthcare 4.8%
Utilities 1.4%
Basic Materials 0.6%