RHODES INVESTMENT ADVISORS INC /ADV historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, RHODES INVESTMENT ADVISORS INC /ADV opened 26 positions, added to 50, reduced 52 and sold out of 17.
- Q2 2026: Stock NOW; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
- Q2 2026: Stock GS; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1005186), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 0 | 11,744 | +11,744 | $0 | $1,165,944 | +$1,165,944 | 2026-07-28 |
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| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 0 | 556 | +556 | $0 | $592,084 | +$592,084 | 2026-07-28 |
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| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 408 | +408 | $0 | $470,950 | +$470,950 | 2026-07-28 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 0 | 443 | +443 | $0 | $448,037 | +$448,037 | 2026-07-28 |
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| Q2 2026 | FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 0 | 2,628 | +2,628 | $0 | $396,828 | +$396,828 | 2026-07-28 |
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| Q2 2026 | APH
AMPHENOL CORP | United States | CL A | 0 | 2,110 | +2,110 | $0 | $372,035 | +$372,035 | 2026-07-28 |
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| Q2 2026 | HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 0 | 1,124 | +1,124 | $0 | $371,437 | +$371,437 | 2026-07-28 |
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| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 0 | 517 | +517 | $0 | $268,292 | +$268,292 | 2026-07-28 |
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| Q2 2026 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 0 | 1,505 | +1,505 | $0 | $264,549 | +$264,549 | 2026-07-28 |
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| Q2 2026 | SBR
SABINE RTY TR | United States | UNIT BEN INT | 0 | 3,497 | +3,497 | $0 | $255,980 | +$255,980 | 2026-07-28 |
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| Q2 2026 | WAB
WABTEC | United States | COM | 0 | 893 | +893 | $0 | $240,765 | +$240,765 | 2026-07-28 |
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| Q2 2026 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 0 | 1,021 | +1,021 | $0 | $228,274 | +$228,274 | 2026-07-28 |
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| Q2 2026 | TGT
TARGET CORP | United States | COM | 0 | 1,594 | +1,594 | $0 | $208,236 | +$208,236 | 2026-07-28 |
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| Q2 2026 | ONDS
ONDAS INC | United States | COM NEW | 0 | 14,190 | +14,190 | $0 | $116,926 | +$116,926 | 2026-07-28 |
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| Q1 2026 | SOFI
SOFI TECHNOLOGIES INC | United States | COM | 0 | 35,108 | +35,108 | $0 | $557,515 | +$557,515 | 2026-05-14 |
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| Q1 2026 | MTZ
MASTEC INC | United States | COM | 0 | 1,715 | +1,715 | $0 | $551,784 | +$551,784 | 2026-05-14 |
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| Q1 2026 | HOOD
ROBINHOOD MKTS INC | United States | COM CL A | 0 | 7,715 | +7,715 | $0 | $534,650 | +$534,650 | 2026-05-14 |
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| Q1 2026 | ORCL
ORACLE CORP | United States | COM | 0 | 2,319 | +2,319 | $0 | $341,148 | +$341,148 | 2026-05-14 |
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| Q1 2026 | FRO
FRONTLINE PLC | | COM | 0 | 8,500 | +8,500 | $0 | $296,310 | +$296,310 | 2026-05-14 |
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| Q1 2026 | COP
CONOCOPHILLIPS | United States | COM | 0 | 2,207 | +2,207 | $0 | $291,387 | +$291,387 | 2026-05-14 |
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| Q1 2026 | CVX
CHEVRON CORPORATION | United States | COM | 0 | 1,218 | +1,218 | $0 | $252,004 | +$252,004 | 2026-05-14 |
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| Q1 2026 | GLW
CORNING INC | United States | COM | 0 | 1,800 | +1,800 | $0 | $244,746 | +$244,746 | 2026-05-14 |
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| Q1 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 0 | 4,838 | +4,838 | $0 | $242,868 | +$242,868 | 2026-05-14 |
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| Q1 2026 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 370 | +370 | $0 | $223,624 | +$223,624 | 2026-05-14 |
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| Q1 2026 | CFR
CULLEN FROST BANKERS INC | United States | COM | 0 | 1,571 | +1,571 | $0 | $215,325 | +$215,325 | 2026-05-14 |
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| Q1 2026 | GGN
GAMCO GLOBAL GOLD NAT RES & | United States | COM SH BEN INT | 0 | 12,450 | +12,450 | $0 | $66,234 | +$66,234 | 2026-05-14 |
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