Rahlfs Capital, LLC
Rahlfs Capital, LLC is an investment advisory firm headquartered in Lake Kiowa, Texas. Founded in 2006, the firm provides asset management and investment advisory services, primarily serving high net worth individuals and other investment advisers. With 2 employees, Rahlfs Capital manages a variety of accounts and maintains a registered status with the SEC.
Investment Strategy
Rahlfs Capital, LLC primarily manages assets for high net worth individuals and other investment advisers. The firm implements discretionary and non-discretionary investment strategies tailored to client objectives, focusing on long-term capital appreciation and portfolio diversification. Their approach integrates individualized portfolio construction, often utilizing a mix of equities and other securities with a goal of risk-adjusted returns appropriate to client profiles.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.33% | $8.0M | 39,035 | $250.42 | $205.17 | -$2.5M |
M MSFT | MICROSOFT CORP | 6.99% | $7.6M | 15,340 | $421.50 | $497.41 | +$1.9M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.15% | $6.7M | 13,837 | $453.28 | $485.77 | -$847.4K |
W WMT | WALMART INC | 4.36% | $4.8M | 48,665 | $90.35 | $97.78 | -$515.0K |
X XOM | EXXON MOBIL CORP | 3.74% | $4.1M | 37,885 | $107.57 | $107.80 | -$490.6K |