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Rahlfs Capital, LLC

CIK:0002056410
Investment Adviser
$272M AUM
89 holdings
Lake Kiowa, TX, United States
Founded:2006
2 employees
Latest filing:Jun 30, 2025

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 Buys
J
JPSTJ P MORGAN EXCHANGE TRADED F
+$2.1M
M
MSFTMICROSOFT CORP
+$1.9M
N
NVDANVIDIA CORPORATION
+$1.1M
V
VZVERIZON COMMUNICATIONS INC
+$900.4K
F
FWONKLIBERTY MEDIA CORP DEL
+$846.5K
Top Sells
A
AAPLAPPLE INC
-$2.5M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$847.4K
W
WMTWALMART INC
-$515.0K
X
XOMEXXON MOBIL CORP
-$490.6K
S
SNYSANOFI
-$386.8K

Top Holdings

A
AAPLAPPLE INC
+7.3%$8.0M
M
MSFTMICROSOFT CORP
+7.0%$7.6M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+6.2%$6.7M
W
WMTWALMART INC
+4.4%$4.8M
X
XOMEXXON MOBIL CORP
+3.7%$4.1M

Equity Positions (89)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC7.33%$8.0M39,035$250.42$205.17-$2.5M
M
MSFT
MICROSOFT CORP6.99%$7.6M15,340$421.50$497.41+$1.9M
B
BRK-B
BERKSHIRE HATHAWAY INC DEL6.15%$6.7M13,837$453.28$485.77-$847.4K
W
WMT
WALMART INC4.36%$4.8M48,665$90.35$97.78-$515.0K
X
XOM
EXXON MOBIL CORP3.74%$4.1M37,885$107.57$107.80-$490.6K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.3%
ELECTRONIC COMPUTERS
+7.3%
SEMICONDUCTORS & RELATED DEVICES
+6.5%
FIRE, MARINE & CASUALTY INSURANCE
+6.2%
RETAIL-VARIETY STORES
+5.9%