Rahlfs Capital, LLC filed its 13F report for Q2 2026 on July 28, 2026. The portfolio totaled 136.18 M reflecting a +0.06% change from the prior quarter, spanning 86 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 5 complete exits.
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Rahlfs Capital submitted their Form 13F-HR for the Q2 2026 period on 07/28/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Rahlfs Capital reported a managed portfolio value of 136.18 M, consisting of 86 individual positions.
This page displays the raw filing documents. To see which stocks Rahlfs Capital bought or sold during Q2 2026, please visit Rahlfs Capital's Portfolio Analysis page.