StockDriftsStockDriftsTop 50 Rahlfs Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 9.37% | 251.9K | $12.8M | +16.09%(+34.92K) | $50.67(-0.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.88% | 36.9K | $9.4M | +0.00%(+0) | $232.35(+32.83%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.28% | 15.0K | $7.2M | -0.33%(-50) | $459.27(+10.56%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.5% | 36.1K | $6.1M | -0.14%(-50) | $112.40(+21.97%) | 2026-03-31 | |
| WMT | WALMART INC | 4.29% | 47.0K | $5.8M | -0.32%(-150) | $85.55(+30.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.9% | 18.4K | $5.3M | -0.86%(-160) | $177.58(+102.68%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.8% | 14.0K | $5.2M | -0.53%(-75) | $425.90(-8.31%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 2.98% | 44.3K | $4.1M | -0.90%(-400) | $36.86(+112.75%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 2.09% | 9.2K | $2.8M | -0.49%(-45) | $297.20(-5.58%) | 2026-03-31 | |
| SO | SOUTHERN CO | 1.98% | 27.9K | $2.7M | +0.00%(+0) | $86.25(+13.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.04% |
| Top 20 Holdings Unweighted | +17.75% | +63.28% |
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