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Home > Institutional Investor > Rahlfs Capital, Llc > Profile

Instuitional Investor - Rahlfs Capital, Llc

Fund Profile
Filing Period:
Fund Name: Rahlfs Capital, Llc
Portfolio Value $99,866,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 47,500 $10,551,175 10.57%
2.
Berkshire Hathaway Inc
 BRK.A 14,212 $7,569,027 7.58%
3.
Microsoft Corp
 MSFT 15,340 $5,758,483 5.77%
4.
Walmart Inc.
 WMT 60,069 $5,273,458 5.28%
5.
Exxon Mobil Corp
 XOM 38,465 $4,574,642 4.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)