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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
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,338.0 $377K 0.21% +591.0 +79.1% $281.99 -6.8%
82 PRU PRUDENTIAL FINL INC Financial Services 3,111.0 $370K 0.21% NEW $118.87 +0.8%
83 WMB WILLIAMS COS INC Energy 4,843.0 $360K 0.20% NEW $74.40 -0.9%
84 HDV ISHARES TR 12,549.0 $354K 0.20% +10K +432.6% $28.22 +4.3%
85 EPD ENTERPRISE PRODS PARTNERS L 8,906.0 $342K 0.19% NEW $38.46
86 FFIN FIRST FINL BANKSHARES INC Financial Services 9,218.0 $324K 0.18% +362.0 +4.1% $35.10 -4.9%
87 VTI VANGUARD INDEX FDS 849.0 $313K 0.18% NEW $369.15 +2.8%
88 BIIB BIOGEN INC Healthcare 1,522.0 $312K 0.17% NEW $204.71 +6.7%
89 INTC INTEL CORP Technology 3,140.0 $311K 0.17% NEW $99.15 -9.8%
90 Q QNITY ELECTRONICS INC Technology 2,175.0 $304K 0.17% NEW $139.70 -13.9%
91 IWB ISHARES TR 723.0 $296K 0.17% $409.04 +3.0%
92 ED CONSOLIDATED EDISON INC Utilities 2,552.0 $289K 0.16% -1K -28.3% $113.06 -4.9%
93 ET ENERGY TRANSFER L P Energy 13,488.0 $274K 0.15% +2K +19.3% $20.33 +4.8%
94 MU MICRON TECHNOLOGY INC Technology 304.0 $272K 0.15% NEW $895.70 +4.1%
95 IJR ISHARES TR 1,846.0 $270K 0.15% NEW $146.12 -0.4%
96 IDCC INTERDIGITAL INC Technology 1,008.0 $263K 0.15% $260.53 +28.6%
97 PM PHILIP MORRIS INTL INC Consumer Defensive 1,342.0 $258K 0.14% NEW $192.47 -0.3%
98 IWM ISHARES TR 869.0 $256K 0.14% $295.02 +0.2%
99 HSY HERSHEY CO Consumer Defensive 1,515.0 $256K 0.14% +111.0 +7.9% $168.97 +6.0%
100 PFE PFIZER INC Healthcare 9,573.0 $240K 0.14% NEW $25.02 +11.7%
Page 5 of 6  ·  107 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 24.7%
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%