Rydar Equities, Inc.
- SEC CIK
- 0002065487
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 20, 2026.SEC
- Positions
- 107
- +15 vs. Q1 2026
- Total value
- $177.6M
- +$48.44M (+37.5%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 44,366 | $14.68M | 8.26% | +5,314+13.6% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 38,150 | $9.52M | 5.36% | +5,022+15.2% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 23,453 | $8.34M | 4.70% | +3,589+18.1% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 5,887 | $6.36M | 3.58% | +836+16.6% | Added | View |
| NVDANVIDIA CORPORATION COM | Stock | 28,924 | $5.99M | 3.37% | +3,054+11.8% | Added | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 17,188 | $5.89M | 3.32% | +745+4.5% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 12,135 | $4.76M | 2.68% | +1,211+11.1% | Added | View |
| MSMORGAN STANLEY COM NEW | Stock | 18,406 | $4.01M | 2.26% | +1,152+6.7% | Added | View |
| PAAPLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 149,464 | $3.61M | 2.03% | +40,722+37.4% | Added | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 4,602 | $3.44M | 1.94% | +665+16.9% | Added | View |
| JNJJOHNSON & JOHNSON COM | Stock | 13,242 | $3.36M | 1.89% | +7,222+120.0% | Added | View |
| WMWASTE MGMT INC DEL COM | Stock | 13,739 | $3.28M | 1.85% | +2,828+25.9% | Added | View |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 16,072 | $3.27M | 1.84% | +12,569+358.8% | Added | View |
| PGPROCTER & GAMBLE CO COM | Stock | 21,625 | $3.22M | 1.81% | +2,635+13.9% | Added | View |
| RTXRTX CORPORATION COM | Stock | 15,789 | $3.1M | 1.74% | +2,750+21.1% | Added | View |
| MELIMERCADOLIBRE INC | COM | 1,706 | $3.09M | 1.74% | +5+0.3% | Added | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 13,586 | $2.83M | 1.59% | +3,267+31.7% | Added | View |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 3,974 | $2.8M | 1.58% | +341+9.4% | Added | – |
| CFRCULLEN FROST BANKERS INC | COM | 17,149 | $2.76M | 1.56% | +14,940+676.3% | Added | View |
| TAT&T INC COM | Stock | 124,887 | $2.71M | 1.53% | +2,867+2.3% | Added | View |
| TRVTRAVELERS COMPANIES INC COM | Stock | 7,159 | $2.61M | 1.47% | +1,563+27.9% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 2,720 | $2.55M | 1.44% | +349+14.7% | Added | View |
| KOCOCA COLA CO COM | Stock | 30,989 | $2.54M | 1.43% | +3,347+12.1% | Added | View |
| HDHOME DEPOT INC COM | Stock | 7,383 | $2.48M | 1.40% | +1,919+35.1% | Added | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,739 | $2.39M | 1.35% | +927+15.9% | Added | View |
| WMTWALMART INC COM | Stock | 20,976 | $2.38M | 1.34% | +2,356+12.7% | Added | View |
| XOMEXXON MOBIL CORP | COM | 15,538 | $2.28M | 1.28% | +2,783+21.8% | Added | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 6,100 | $2.23M | 1.25% | +579+10.5% | Added | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 16,580 | $2.21M | 1.24% | +1,082+7.0% | Added | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 4,229 | $2.17M | 1.22% | +396+10.3% | Added | View |
| UNPUNION PAC CORP COM | Stock | 6,768 | $2.03M | 1.15% | +504+8.0% | Added | View |
| MCDMCDONALDS CORP COM | Stock | 7,465 | $2.01M | 1.13% | +983+15.2% | Added | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 4,598 | $1.94M | 1.09% | +417+10.0% | Added | View |
| CMICUMMINS INC COM | Stock | 2,888 | $1.88M | 1.06% | +313+12.2% | Added | View |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | 3,578 | $1.87M | 1.05% | +281+8.5% | Added | View |
| LLYELI LILLY & CO COM | Stock | 1,575 | $1.85M | 1.04% | +10+0.6% | Added | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 5,055 | $1.63M | 0.92% | +1,259+33.2% | Added | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 22,874 | $1.6M | 0.90% | +2,242+10.9% | Added | – |
| GEVGE VERNOVA INC COM | Stock | 1,445 | $1.59M | 0.89% | +914+172.1% | Added | View |
| AZOAUTOZONE INC | COM | 520 | $1.58M | 0.89% | +19+3.8% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 2,332 | $1.49M | 0.84% | +517+28.5% | Added | View |
| TSLATESLA INC COM | Stock | 3,716 | $1.42M | 0.80% | +317+9.3% | Added | View |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 19,184 | $1.31M | 0.74% | +2,540+15.3% | Added | View |
| CVXCHEVRON CORPORATION COM | Stock | 7,039 | $1.31M | 0.74% | +1,556+28.4% | Added | View |
| Vanguard Emerging Markets Ex-China ETF921910683 | COM | 21,761 | $1.27M | 0.71% | +21,761 | New | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 2,393 | $1.24M | 0.70% | +28+1.2% | Added | View |
| VLOVALERO ENERGY CORP COM | Stock | 3,835 | $1.19M | 0.67% | +780+25.5% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 2,132 | $1.15M | 0.65% | +39+1.9% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 13,804 | $996.79K | 0.56% | +1,205+9.6% | Added | View |
| LINLINDE PLC SHS | Stock | 1,931 | $991.5K | 0.56% | +1,931 | New | View |
| COPCONOCOPHILLIPS COM | Stock | 8,313 | $944.89K | 0.53% | +932+12.6% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,923 | $942.38K | 0.53% | 00.0% | Unchanged | View |
| RSGREPUBLIC SVCS INC | COM | 4,057 | $902.19K | 0.51% | +696+20.7% | Added | View |
| CTASCINTAS CORP COM | Stock | 4,387 | $888.59K | 0.50% | +1,010+29.9% | Added | View |
| AVGOBROADCOM INC COM | Stock | 2,221 | $847.95K | 0.48% | +615+38.3% | Added | View |
| APHAMPHENOL CORP NEW | CL A | 5,459 | $838.89K | 0.47% | +1,075+24.5% | Added | View |
| BABOEING CO COM | Stock | 3,863 | $832.57K | 0.47% | +335+9.5% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,224 | $790.38K | 0.45% | +20+0.9% | Added | View |
| WRBBERKLEY W R CORP | COM | 10,380 | $742.81K | 0.42% | +415+4.2% | Added | View |
| KLACKLA CORP | COM NEW | 3,310 | $727.19K | 0.41% | +3,085+1,371.1% | Added | View |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 1,298 | $681.81K | 0.38% | +133+11.4% | Added | View |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 1,677 | $663.31K | 0.37% | −354−17.4% | Reduced | View |
| CATCATERPILLAR INC COM | Stock | 733 | $652.21K | 0.37% | +183+33.3% | Added | View |
| BACBANK OF AMER CORP COM | Stock | 9,775 | $595.31K | 0.34% | +1,150+13.3% | Added | View |
| VVISA INC COM CL A | Stock | 1,590 | $568.64K | 0.32% | −44−2.7% | Reduced | View |
| NFLXNETFLIX INC. COM | Stock | 8,165 | $552.32K | 0.31% | +1,440+21.4% | Added | View |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 6,335 | $541.26K | 0.30% | +265+4.4% | Added | View |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 4,286 | $532.63K | 0.30% | +150+3.6% | Added | View |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 2,233 | $530.94K | 0.30% | +9+0.4% | Added | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 7,002 | $529.72K | 0.30% | +1,284+22.5% | Added | – |
| OKEONEOK INC NEW | COM | 5,615 | $524.76K | 0.30% | +80+1.4% | Added | View |
| SOFISOFI TECHNOLOGIES INC COM | Stock | 30,021 | $518.91K | 0.29% | +11,165+59.2% | Added | View |
| FANGDIAMONDBACK ENERGY INC COM | Stock | 2,561 | $494.07K | 0.28% | +484+23.3% | Added | View |
| URIUNITED RENTALS INC | COM | 454 | $471.98K | 0.27% | +126+38.4% | Added | View |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 4,650 | $468.21K | 0.26% | 00.0% | Unchanged | View |
| SBUXSTARBUCKS CORP COM | Stock | 4,221 | $446.03K | 0.25% | −205−4.6% | Reduced | View |
| UGIUGI CORP NEW COM | Stock | 11,730 | $428.97K | 0.24% | +11,730 | New | View |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 2,630 | $403.36K | 0.23% | +2,630 | New | View |
| RIVNRIVIAN AUTOMOTIVE INC COM CL A | Stock | 22,055 | $392.36K | 0.22% | +5,000+29.3% | Added | View |
| OXYOCCIDENTAL PETE CORP COM | Stock | 7,103 | $384.69K | 0.22% | +91+1.3% | Added | View |
| LHXL3HARRIS TECHNOLOGIES INC COM | Stock | 1,338 | $377.3K | 0.21% | +591+79.1% | Added | View |
| PRUPRUDENTIAL FINL INC COM | Stock | 3,111 | $369.79K | 0.21% | +3,111 | New | View |
| WMBWILLIAMS COS INC | COM | 4,843 | $360.31K | 0.20% | +4,843 | New | View |
| ISHARES CORE HIGH DIVIDEND ETF46429B663 | ETF | 12,549 | $354.08K | 0.20% | +10,193+432.6% | Added | – |
| EPDENTERPRISE PRODS PARTNERS L P COM | Stock | 8,906 | $342.5K | 0.19% | +8,906 | New | View |
| FFINFIRST FINL BANKSHARES INC | COM | 9,218 | $323.54K | 0.18% | +362+4.1% | Added | View |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 849 | $313.41K | 0.18% | +849 | New | – |
| BIIBBIOGEN INC | COM | 1,522 | $311.57K | 0.18% | +1,522 | New | View |
| INTCINTEL CORP COM | Stock | 3,140 | $311.32K | 0.18% | +3,140 | New | View |
| QQNITY ELECTRONICS INC | COMMON STOCK | 2,175 | $303.86K | 0.17% | +2,175 | New | View |
| ISHARES TR464287622 | RUS 1000 ETF | 723 | $295.74K | 0.17% | +2+0.3% | Added | – |
| EDCONSOLIDATED EDISON INC COM | Stock | 2,552 | $288.53K | 0.16% | −1,006−28.3% | Reduced | View |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 13,488 | $274.22K | 0.15% | +2,182+19.3% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 304 | $272.29K | 0.15% | +304 | New | View |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 1,846 | $269.74K | 0.15% | +1,846 | New | – |
| IDCCINTERDIGITAL INC | COM | 1,008 | $262.62K | 0.15% | 00.0% | Unchanged | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 1,342 | $258.3K | 0.15% | +1,342 | New | View |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 869 | $256.37K | 0.14% | +2+0.2% | Added | – |
| HSYHERSHEY CO | COM | 1,515 | $255.99K | 0.14% | +111+7.9% | Added | View |
| PFEPFIZER INC COM | Stock | 9,573 | $239.53K | 0.13% | +9,573 | New | View |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 19,333 | $1.04M | 0.81% |
| TSCOTRACTOR SUPPLY CO | COM | 9,159 | $414.91K | 0.32% |
| NOWSERVICENOW INC COM | Stock | 3,065 | $320.45K | 0.25% |
| CIONCION INVT CORP | COM | 15,326 | $104.83K | 0.08% |
| VFFVILLAGE FARMS INTL INC | COM | 11,536 | $32.76K | 0.03% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 20, 2026 | 107 | $177.6M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 92 | $129.16M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 21, 2026 | 91 | $128.3M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 10, 2025 | 93 | $124.82M | vs. Q2 2025 | SEC |
| Q2 2025 | Sep 30, 2025 | 95 | $126.53M | – | SEC |