REI
Rydar Equities Inc. Portfolio
Invests via Rydar Equities Inc. | Managed by Rydar Equities, Inc., G. Ryan Peckham, Cameron Rompal
Invests via Rydar Equities Inc.
Managed by Rydar Equities, Inc., G. Ryan Peckham, Cameron Rompal
Automatically Tracked
Company Profile
Privately held real-estate investment and asset-management firm focused on value-add commercial and residential assets in secondary North American markets. Rydar Equities Inc. pursues opportunistic acquisitions, active asset management and selective development to generate income and capital appreciation for institutional and family-office investors, employing moderate leverage and hands-on repositioning to unlock upside.
Privately held real-estate investment and asset-management firm focused on value-add commercial and residential assets in secondary North American markets. Rydar Equities Inc. pursues opportunistic acquisitions, active asset management and selective development to generate income and capital appreciation for institutional and family-office investors, employing moderate leverage and hands-on repositioning to unlock upside.
Investment Philosophy & Strategy
Focuses on acquiring mispriced or under-managed commercial and residential properties in secondary North American markets, emphasizing value‑add repositioning and selective ground-up or infill development to drive rental growth and capital appreciation. Deploys institutional capital with moderate, disciplined leverage, active asset management and tight capex underwriting to shorten hold periods and reduce execution risk. Portfolio strategy blends concentrated, market-specific bets with liquidity optionality for family‑office and institutional investors.
Focuses on acquiring mispriced or under-managed commercial and residential properties in secondary North American markets, emphasizing value‑add repositioning and selective ground-up or infill development to drive rental growth and capital appreciation. Deploys institutional capital with moderate, disciplined leverage, active asset management and tight capex underwriting to shorten hold periods and reduce execution risk. Portfolio strategy blends concentrated, market-specific bets with liquidity optionality for family‑office and institutional investors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.3%
Gain -0.06%
Monthly
1.62%
Yearly
21.27%
Drawdown
7.55%
$193.83M
Equity
Holdings
$193.83M
Investment
$163.08M
$31.82M
Profit -$21,125.84
Realized
$1.07M
Unrealized
$30.76M
Dividends
$2.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$21,125.84
Win %
70%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$21,125.84
Win %
70%
This Month
Compared to last month
Gain
3.69%
Profit
$6.9M
Win %
70%
This Year
Compared to last year
Gain
5.12%
Profit
$9.45M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$1.38M 
GOOG Alphabet Inc
+6.88%
+$51,085.28 
GOOGL Alphabet Inc
+6.73%
+$526,988.91 
VRT Vertiv Holdings Co
+6.18%
+$10,102.27 
META Meta Platforms Inc Class A
+3.28%
+$41,229.74 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$362,584.32 
MSFT Microsoft Corp.
+3.02%
+$165,278.58 
NVDA NVIDIA Corporation
+2.93%
+$165,156.24 
CVX Chevron Corporation
+2.35%
+$31,816.28 
ORLY O'Reilly Automotive Inc.
+2.28%
+$12,606.65 
TPL Texas Pacific Land Corporation
+2.11%
+$4,631.47 
OXY Occidental Petroleum Corporation
+2%
+$7,955.36 
OKE ONEOK, Inc.
+1.95%
+$9,770.1 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,904.09 
PANW Palo Alto Networks, Inc.
+1.89%
+$37,515 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$48,874.48 
FANG Diamondback Energy Inc
+1.59%
+$8,143.98 
LMT Lockheed Martin Corporation
+1.5%
+$36,496.27 
NOC Northrop Grumman Corporation
+1.43%
+$9,903.74 
KLAC KLA Corporation
+1.38%
+$8,241.93 
VEXC Vanguard Emerging Markets Ex-China ETF
+1.25%
+$24,807.54 
COP ConocoPhillips
+1.22%
+$12,053.86 
URI United Rentals, Inc.
+0.99%
+$4,826.02 
UNP Union Pacific Corporation
+0.92%
+$18,070.63 
WMB The Williams Companies, Inc.
+0.89%
+$3,051.09 
SCHW Charles Schwab Corporation
+0.87%
+$1,833.65 
GEV GE Vernova Inc.
+0.85%
+$12,007.95 
MCD McDonald's Corporation
+0.82%
+$16,423.07 
TSLA Tesla, Inc.
+0.76%
+$8,769.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,574.81 
CAT Caterpillar Inc.
+0.7%
+$4,156.1 
CARR Carrier Global Corporation
+0.68%
+$8,057.28 
PLTR Palantir Technologies Inc.
+0.65%
+$13,263.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,644.56 
IWB iShares Russell 1000 ETF
+0.64%
+$1,865.35 
FFIN First Financial Bankshares Inc.
+0.63%
+$2,027.96 
ET Energy Transfer L.P.
+0.59%
+$1,618.56 
APH Amphenol Corporation
+0.55%
+$4,803.87 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$10,054.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,647.06 
Q Qnity Electronics Inc.
+0.51%
+$1,435.48 
IDCC InterDigital, Inc.
+0.49%
+$1,512 
PFE Pfizer Inc.
+0.4%
+$957.3 
RTX RTX Corporation
+0.39%
+$13,262.76 
VLO Valero Energy Corporation
+0.38%
+$4,563.65 
AVGO Broadcom Inc.
+0.37%
+$3,198.24 
PG Procter & Gamble Co
+0.37%
+$11,461.25 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,576.78 
BAC Bank of America Corporation
+0.36%
+$2,150.5 
AZO AutoZone Inc.
+0.32%
+$5,033.56 
JPM JPMorgan Chase & Co.
+0.27%
+$16,156.72 
JNJ Johnson & Johnson
+0.21%
+$7,018.26 
CMI Cummins Inc.
+0.19%
+$3,523.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$394.08 
T AT&T Inc.
+0.17%
+$4,995.48 
MS Morgan Stanley
+0.17%
+$6,626.2 
DELL Dell Technologies Inc.
+0.14%
+$939.12 
WM Waste Management, Inc.
+0.1%
+$3,022.58 
WMT Walmart Inc.
+0.09%
+$2,097.64 
HDV iShares Core High Dividend ETF
+0.04%
+$125.49 
DIS The Walt Disney Company
+0.03%
+$69.06 
RIVN Rivian Automotive, Inc.
-9.57%
-$35,508.55 
AAPL Apple Inc.
-7.35%
-$1.09M 
LIN Linde plc
-5.95%
-$58,432.08 
MU Micron Technology, Inc.
-5.9%
-$15,695.5 
SHOP Shopify Inc.
-4.29%
-$22,501.5 
CRWV CoreWeave, Inc.
-2.88%
-$6,328.23 
BIIB Biogen Inc.
-2.4%
-$7,579.54 
BA Boeing Company
-2.15%
-$18,387.84 
NFLX Netflix, Inc.
-2%
-$11,920.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$22,111.37 
UNH UnitedHealth Group Incorporated
-1.68%
-$32,507.91 
LRCX Lam Research Corporation
-1.58%
-$23,758.56 
NVS Novartis AG Sponsored ADR
-1.45%
-$6,022.73 
HSY The Hershey Company
-1.23%
-$3,302.7 
WRB W.R. Berkley Corporation
-1.15%
-$8,719.2 
CTAS Cintas Corporation
-1.04%
-$9,475.88 
INTC Intel Corporation
-1.02%
-$2,920.2 
KO The Coca-Cola Company
-1.02%
-$27,890.1 
PAA Plains All American Pipeline, L.P.
-1.01%
-$37,366 
XOM Exxon Mobil Corporation
-0.97%
-$23,773.14 
SOFI SoFi Technologies, Inc.
-0.97%
-$4,803.36 
ED Consolidated Edison, Inc.
-0.74%
-$2,067.12 
MA Mastercard Incorporated
-0.74%
-$9,061.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$10,750.69 
GS The Goldman Sachs Group, Inc.
-0.63%
-$38,147.7 
PM Philip Morris International Inc.
-0.61%
-$1,583.55 
SBUX Starbucks Corporation
-0.57%
-$2,532.6 
PRU Prudential Financial, Inc.
-0.56%
-$2,146.58 
COF Capital One Financial Corporation
-0.54%
-$15,352.25 
LLY Eli Lilly and Company
-0.53%
-$9,654.75 
IWM iShares Russell 2000 ETF
-0.47%
-$1,207.9 
TRV The Travelers Companies, Inc.
-0.43%
-$11,669.17 
HD The Home Depot, Inc.
-0.42%
-$10,262.52 
MELI MercadoLibre, Inc.
-0.41%
-$13,272.73 
AXP American Express Company
-0.38%
-$8,558.46 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,987.37 
RSG Republic Services, Inc.
-0.37%
-$3,164.46 
COST Costco Wholesale Corporation
-0.24%
-$6,201.52 
HBAN Huntington Bancshares Incorporated
-0.23%
-$425.51 
EPD Enterprise Products Partners L.P.
-0.18%
-$623.43 
UGI UGI Corporation
-0.17%
-$703.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$560.16 
HOOD Robinhood Markets, Inc.
-0.05%
-$186 
V Visa Inc. Class A
-0.04%
-$222.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$73.82 
UBER Uber Technologies, Inc.
-0.01%
-$138.04 Events
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Dividends
Dividend Analysis
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| Trades 466 | Longs Won 317/466 68% | Profit Factor 5.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $325,978.53 |
| Average Win $121,048.5 | Best Trade (Aug 31) $4.36M | Sharpe Ratio -10.43 |
| Average Loss -$43,954.89 | Worst Trade (Aug 19) -$1.37M | Z-Score 9.89 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy $68,289.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,366 | $9.6M | $13.71M | - | $4.11M | 42.82% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 2,393 | $399,297.61 | $1.14M | - | $740,129.32 | 185.36% | -1.904% |
| AMZN Amazon.com Inc | 38,150 | $8.52M | $10.36M | - | $1.84M | 21.58% | +15.321% |
| APH Amphenol Corporation | 10,918 | $681,298.38 | $877,261.3 | - | $195,962.92 | 28.76% | +0.551% |
| AVGO Broadcom Inc. | 2,221 | $771,752.6 | $864,590.88 | - | $92,838.28 | 12.03% | +0.371% |
| AXP American Express Company | 6,739 | $2.17M | $2.27M | - | $91,962.5 | 4.23% | -0.376% |
| AZO AutoZone Inc. | 520 | $1.91M | $1.57M | - | -$337,135.27 | -17.69% | +0.322% |
| BA Boeing Company | 3,863 | $809,412.97 | $834,948.82 | - | $25,535.85 | 3.15% | -2.155% |
| BAC Bank of America Corporation | 9,775 | $474,034.7 | $605,561.25 | - | $131,526.55 | 27.75% | +0.356% |
| BIIB Biogen Inc. | 1,522 | $328,843.32 | $308,889.9 | - | -$19,953.42 | -6.07% | -2.395% |
| BRK-B Berkshire Hathaway Inc. | 1,923 | $935,572.55 | $983,691.42 | - | $48,118.87 | 5.14% | +0.365% |
| CARR Carrier Global Corporation | 19,184 | $1.4M | $1.19M | - | -$218,732.39 | -15.57% | +0.684% |
| CAT Caterpillar Inc. | 733 | $488,846.84 | $597,255.73 | - | $108,408.89 | 22.18% | +0.701% |
| CFR Cullen/Frost Bankers Inc. | 17,149 | $2.47M | $2.85M | - | $382,743.52 | 15.5% | +1.743% |
| CMI Cummins Inc. | 2,888 | $1.21M | $1.83M | - | $619,023.2 | 51.05% | +0.193% |
| COF Capital One Financial Corporation | 13,586 | $2.83M | $2.84M | - | $9,500.44 | 0.34% | -0.538% |
| COP ConocoPhillips | 8,313 | $841,633.87 | $1M | - | $159,916.37 | 19% | +1.218% |
| COST Costco Wholesale Corporation | 2,720 | $2.67M | $2.59M | - | -$77,821.14 | -2.92% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 64,288 | $11.24M | $12.27M | - | $1.03M | 9.15% | +3.045% |
| CRWV CoreWeave, Inc. | 2,971 | $295,733.34 | $213,228.67 | - | -$82,504.67 | -27.9% | -2.882% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Rydar Equities Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $437,709.98, Apple Inc - $304,003, Plains All American Pipeline, L.P - $204,569.67, Dell Technologies Inc - $201,305.48, and AT&T Inc - $158,815.98. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $187,496.29, Oracle Corporation - $87,001.29, FS KKR Capital Corp - $78,758.03, Carrier Global Corporation - $69,481.65, and Tractor Supply Company - $69,080.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rydar Equities Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.09M earned over time. The largest contributors to dividend income include Plains All American Pipeline, L.P - $247,978.16, AT&T Inc - $158,815.98, JPMorgan Chase & Co - $120,544.2, Morgan Stanley - $93,224.9, and Procter & Gamble Co - $92,208.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rydar Equities Inc.'s monthly returns?
Rydar Equities Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Rydar Equities Inc.'s strategy be considered aggressive or moderate?
Rydar Equities Inc.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Rydar Equities Inc.'s strategy?
Rydar Equities Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
