StockDriftsStockDriftsTop 50 Rhodes Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.36% | 12.4K | $6.2M | -0.01%(-1) | $493.90(+7.76%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4% | 7.8K | $5.6M | +1.49%(+114) | $696.46(+1.29%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.99% | 12.4K | $4.2M | -0.86%(-107) | $278.67(+22.06%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.82% | 11.9K | $4.0M | +0.34%(+41) | $263.41(+30.19%) | 2026-09-30 | |
| GDX | VANECK ETF TRUST | 2.72% | 43.7K | $3.8M | -1.52%(-675) | $81.08(+6.64%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.65% | 11.3K | $3.7M | -1.03%(-118) | $318.82(+4.61%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.59% | 16.0K | $3.6M | +6.10%(+918) | $187.94(+15.51%) | 2026-09-30 | |
| IWY | ISHARES TR | 2.5% | 12.0K | $3.5M | +3.80%(+437) | $275.75(+4.62%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.44% | 6.7K | $3.4M | +2.74%(+179) | $489.30(+9.04%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.39% | 6.3K | $3.4M | +0.94%(+58) | $137.08(+232.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.68% |
Rhodes Investment Advisors INC reports $141.08M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (4.4%), META (4.0%) and GOOG (3.0%). The top 20 holdings account for 47.63% of reported assets. Its disclosed equity book has returned +6.26% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rhodes Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1005186). View Rhodes Investment Advisors INC’s 13F filings on SEC