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Portfolio (Quarterly) Guide ↗

REXFORD CAPITAL INC

· CIK 0002081847
13F Portfolio $163M AUM 301 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 301 New
Page 15 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TJX TJX COS INC NEW COM Consumer Cyclical 72.0 $11K 0.01% NEW $151.50 -10.8%
282 VOOG VANGUARD S&P 500 GROWTH ETF 120.0 $10K 0.01% NEW $82.62 +1.9%
283 OCCIDENTAL PETE CORP WT EXP 080327 336.0 $9K 0.01% NEW $26.63
284 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 147.0 $8K 0.01% NEW $57.67 -1.8%
285 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 91.0 $8K 0.01% NEW $91.57 +2.2%
286 VTV VANGUARD VALUE ETF 36.0 $8K 0.01% NEW $217.92 +3.4%
287 NOC NORTHROP GRUMMAN CORP COM Industrials 15.0 $8K 0.01% NEW $509.33 +7.1%
288 CEG CONSTELLATION ENERGY CORP COM Utilities 30.0 $7K 0.01% NEW $248.37 +11.4%
289 EIX EDISON INTL COM Utilities 83.0 $6K 0.00% NEW $74.45 -5.7%
290 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 55.0 $5K 0.00% NEW $92.09 -3.9%
291 SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 64.0 $5K 0.00% NEW $77.03 -0.5%
292 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 45.0 $5K 0.00% NEW $107.13 +5.5%
293 SOFI SOFI TECHNOLOGIES INC COM Financial Services 256.0 $5K 0.00% NEW $17.96 +0.5%
294 IWF ISHARES RUSSELL 1000 GROWTH ETF 37.0 $5K 0.00% NEW $124.16 -1.1%
295 XTN STATE STREET SPDR S&P TRANSPORTATION ETF 25.0 $3K 0.00% NEW $115.64 -7.9%
296 FICO FAIR ISAAC CORP COM Technology 2.0 $2K 0.00% NEW $1195.00 -3.5%
297 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 37.0 $2K 0.00% NEW $64.00 +12.1%
298 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 30.0 $2K 0.00% NEW $53.60 +8.4%
299 BAX BAXTER INTL INC COM Healthcare 25.0 $533.0 NEW $21.32 +22.6%
300 SJM SMUCKER J M CO COM NEW Consumer Defensive 4.0 $450.0 NEW $112.50 +17.6%
Page 15 of 16  ·  301 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 31.4%
Industrials 15.1%
Healthcare 12.0%
Financial Services 10.4%
Consumer Defensive 10.0%
Consumer Cyclical 7.7%
Energy 6.8%
Communication Services 2.5%
Utilities 1.6%
Real Estate 1.5%