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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRWV COREWEAVE INC Technology 2,971.0 $233K 0.13% NEW $78.34 +7.5%
102 TPL TEXAS PACIFIC LAND CORPORATI Energy 556.0 $230K 0.13% -19.0 -3.3% $413.57 -11.9%
103 DIS DISNEY WALT CO Communication Services 2,302.0 $223K 0.12% NEW $96.72 +11.8%
104 SCHD SCHWAB STRATEGIC TR 6,568.0 $215K 0.12% NEW $32.80 +6.4%
105 VRT VERTIV HOLDINGS CO Industrials 718.0 $215K 0.12% NEW $298.97 -14.0%
106 SCHW SCHWAB CHARLES CORP Financial Services 2,015.0 $204K 0.12% NEW $101.01 +9.1%
107 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,638.0 $193K 0.11% +192.0 +1.8% $18.16 -6.8%
Page 6 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%