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Rydar Equities, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$129.2M

Reporting period: 2026-03-31 · Number of holdings: 92

Rydar Equities, Inc. disclosed 92 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $129.2M and a quarterly turnover rate of 13.7%.

Personality snowflake

Concentration
9.8
Portfolio Stability
13.69
Momentum/Contrarian
100
Sector conviction
45.78
Diversification
100
Sizing Uniformity
88.74

Recent moves

  • Trim MSFT

    +0.9%　-$1.2M

  • Trim AMZN

    -1.0%　-$835.0K

  • Add JNJ

    +51.4%　$648.8K

  • Add T

    +5.1%　$641.5K

  • Add XOM

    +0.7%　$636.8K

  • Trim MELI

    -0.8%　-$528.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.68%-0.39%+2.49%
2AMZNAmazon.com INCStock-Consumer Disc5.33%-0.69%-1.00%
3GOOGLAlphabet Inc-cl AStock-Comm Services4.42%-0.16%+5.82%
4JPMJpmorgan Chase & CoStock-Financials3.74%-0.29%+2.51%
5NVDANvidia CORPStock-Tech3.50%-0.15%+3.13%
6GSGoldman Sachs Group INCStock-Financials3.30%+0.08%+7.86%
7MSFTMicrosoft CORPStock-Tech3.13%-0.95%+0.87%
8TAt&t INCStock-Comm Services2.74%+0.48%+5.12%
9MELIMercadolibre INCStock-Consumer Disc2.26%-0.43%-0.76%
10MSMorgan StanleyStock-Financials2.20%-0.23%-1.56%
11PGProcter & Gamble Co/theStock-Consumer Staples2.12%+0.10%+6.37%
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.98%-0.20%-4.00%
13RTXRtx CORPStock-Industrials1.95%—-3.59%
14WMWaste Management INCStock-Industrials1.94%—+0.17%
15PAAPlains All Amer Pipeline LPStock-Energy1.88%+0.39%+2.08%
16COSTCostco Wholesale CORPStock-Consumer Staples1.83%+0.20%-6.02%
17LMTLockheed Martin CORPStock-Industrials1.79%+0.31%-2.17%
18WMTWalmart INCStock-Consumer Staples1.79%+0.20%+1.49%
19PLTRPalantir Technologies Inc-aStock-Tech1.76%-0.31%+3.77%
20XOMExxon Mobil CORPStock-Energy1.67%+0.48%+0.67%
21KOCoca-cola Co/theStock-Consumer Staples1.63%+0.14%+1.30%
22QQQInvesco Qqq Trust Series 1ETF-Tech1.62%-0.13%-0.57%
23MCDMcdonald's CORPStock-Consumer Disc1.56%—+2.03%
24COFCapital One Financial CORPStock-Financials1.46%+0.11%+44.24%
25HDHome Depot INCStock-Consumer Disc1.39%+0.10%+13.41%
26AXPAmerican Express CoStock-Financials1.36%-0.16%+10.39%
27AZOAutozone INCStock-Consumer Disc1.31%—+7.74%
28TRVTravelers Cos Inc/theStock-Financials1.26%—+2.77%
29DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth1.18%-0.13%-5.83%
30UNPUnion Pacific CORPStock-Industrials1.18%—+3.38%
31JNJJohnson & JohnsonStock-Healthcare1.14%+0.50%+51.45%
32LLYEli Lilly & CoStock-Healthcare1.11%-0.20%+0.19%
33CMICummins INCStock-Industrials1.07%+0.30%+32.46%
34CRWDCrowdstrike Holdings INC - AStock-Tech1.06%+0.19%+46.39%
35VEAVanguard Ftse Developed ETFETF-Other1.02%—+2.67%
36TSLATesla INCStock-Consumer Disc0.97%-0.12%+9.47%
37CVXChevron CORPStock-Energy0.88%+0.21%-2.87%
38UNHUnitedhealth Group INCStock-Healthcare0.88%-0.23%-3.13%
39MAMastercard INC - AStock-Financials0.81%-0.12%+0.14%
40VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.81%—+2.65%
41METAMeta Platforms Inc-class AStock-Comm Services0.80%—+4.79%
42COPConocophillipsStock-Energy0.75%+0.35%+35.11%
43CARRCarrier Global CORPStock-Industrials0.73%—-1.12%
44BRK-BBerkshire Hathaway Inc-cl BStock-Other0.71%—+1.32%
45UBERUber Technologies INCStock-Industrials0.70%-0.11%-1.01%
46PANWPalo Alto Networks INCStock-Tech0.69%—+1.38%
47LRCXLam Research CORPStock-Tech0.63%+0.13%+0.50%
48NOCNorthrop Grumman CORPStock-Industrials0.62%—-1.35%
49VLOValero Energy CORPStock-Energy0.58%+0.17%-5.88%
50RSGRepublic Services INCStock-Industrials0.57%—+2.25%
1–50 of 92

Holding changes this quarter

Rydar Equities, Inc.'s most significant position changes for 2026-03-31: Sold out: Blackrock INC (BLK); New buy: Kla CORP (KLAC); Sold out: Fs Kkr Capital CORP (FSK); New buy: L3harris Technologies INC (LHX); New buy: Texas Pacific Land CORP (TPL).

Position changes disclosed by Rydar Equities, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JNJJohnson & Johnson+0.5%+51.45%Add
2TAt&t INC+0.5%+5.12%Add
3XOMExxon Mobil CORP+0.5%+0.67%Add
4PAAPlains All Amer Pipeline LP+0.4%+2.08%Add
5COPConocophillips+0.4%+35.11%Add
6LMTLockheed Martin CORP+0.3%-2.17%Trim
7CMICummins INC+0.3%+32.46%Add
8CVXChevron CORP+0.2%-2.87%Trim
9WMTWalmart INC+0.2%+1.49%Add
10COSTCostco Wholesale CORP+0.2%-6.02%Trim
11CRWDCrowdstrike Holdings INC - A+0.2%+46.39%Add
12VLOValero Energy CORP+0.2%-5.88%Trim
13KOCoca-cola Co/the+0.1%+1.30%Add
14OXYOccidental Petroleum CORP+0.1%+5.00%Add
15BABoeing Co/the+0.1%+39.56%Add
16LRCXLam Research CORP+0.1%+0.50%Add
17OKEOneok INC+0.1%+17.17%Add
18COFCapital One Financial CORP+0.1%+44.24%Add
19CATCaterpillar INC+0.1%+37.50%Add
20PGProcter & Gamble Co/the+0.1%+6.37%Add
21ORLYO'reilly Automotive INC+0.1%+32.39%Add
22HDHome Depot INC+0.1%+13.41%Add
23GSGoldman Sachs Group INC+0.1%+7.86%Add
24UBERUber Technologies INC-0.1%-1.01%Trim
25TSLATesla INC-0.1%+9.47%Add
26MAMastercard INC - A-0.1%+0.14%Add
27DIASs Spdr Dow Jones Indus Avg-0.1%-5.83%Trim
28QQQInvesco Qqq Trust Series 1-0.1%-0.57%Trim
29SHOPShopify INC - Class A-0.1%+0.02%Add
30NVDANvidia CORP-0.2%+3.13%Add
31HOODRobinhood Markets INC - A-0.2%-0.11%Trim
32AXPAmerican Express Co-0.2%+10.39%Add
33GOOGLAlphabet Inc-cl A-0.2%+5.82%Add
34LLYEli Lilly & Co-0.2%+0.19%Add
35SPYSs Spdr S&p 500 ETF Trust-us-0.2%-4.00%Trim
36UNHUnitedhealth Group INC-0.2%-3.13%Trim
37MSMorgan Stanley-0.2%-1.56%Trim
38JPMJpmorgan Chase & Co-0.3%+2.51%Add
39PLTRPalantir Technologies Inc-a-0.3%+3.77%Add
40AAPLApple INC-0.4%+2.49%Add
41MELIMercadolibre INC-0.4%-0.76%Trim
42AMZNAmazon.com INC-0.7%-1.00%Trim
43MSFTMicrosoft CORP-1%+0.87%Add
44BLKBlackrock INC—EXITSold out
45KLACKla CORP—NEWNew buy
46FSKFs Kkr Capital CORP—EXITSold out
47LHXL3harris Technologies INC—NEWNew buy
48TPLTexas Pacific Land CORP—NEWNew buy
49WFCWells Fargo & Co—EXITSold out
50HBANHuntington Bancshares INC—NEWNew buy

FAQ

What is Rydar Equities, Inc. and what type of investor is it?
Rydar Equities, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $129.2M, spread across 92 disclosed positions.
What are Rydar Equities, Inc.'s largest equity positions?
Based on the latest 13F filing, Rydar Equities, Inc.'s top holdings by market value are: 1. Apple INC (AAPL) — $9.9M (7.7%) 2. Amazon.com INC (AMZN) — $6.9M (5.3%) 3. Alphabet Inc-cl A (GOOGL) — $5.7M (4.4%) 4. Jpmorgan Chase & Co (JPM) — $4.8M (3.7%) 5. Nvidia CORP (NVDA) — $4.5M (3.5%)
What changes did Rydar Equities, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Rydar Equities, Inc. made 50 notable position adjustments: 4 new positions were initiated, 30 existing holdings were added to, 13 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Blackrock INC (BLK); New buy: Kla CORP (KLAC); Sold out: Fs Kkr Capital CORP (FSK); New buy: L3harris Technologies INC (LHX); New buy: Texas Pacific Land CORP (TPL)
What sectors does Rydar Equities, Inc. focus on?
Rydar Equities, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 22.9% • Financials: 18.6% • Consumer Discretionary: 15.3% • Industrials: 13.7% • Communication Services: 9.7% • Consumer Staples: 8.3%