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Portfolio (Quarterly) Guide ↗

RBF Capital, LLC

· CIK 0001134621
13F Portfolio $2.0B AUM 491 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 23 New 20 Added 106 Reduced
Page 22 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MMI MARCUS & MILLICHAP INC Real Estate 11,000.0 $292K 0.01% $26.59 +9.4%
422 DIS DISNEY WALT CO Communication Services 3,000.0 $289K 0.01% -2K -40.0% $96.38 +7.9%
423 STRR STAR EQUITY HOLDINGS INC Healthcare 28,112.0 $289K 0.01% $10.28 -1.7%
424 UPLD UPLAND SOFTWARE INC Technology 427,548.0 $285K 0.01% $0.67 +10.6%
425 PKBK PARKE BANCORP INC Financial Services 10,000.0 $284K 0.01% $28.40 +7.3%
426 PRTA PROTHENA CORP PLC Healthcare 29,200.0 $284K 0.01% $9.72 -1.3%
427 PFIS PEOPLES FINL SVCS CORP Financial Services 5,214.0 $278K 0.01% $53.33 +8.4%
428 SABR SABRE CORP Consumer Cyclical 190,000.0 $276K 0.01% -410K -68.3% $1.45 +10.3%
429 CARDLYTICS INC 1,000,000.0 $273K 0.01% $0.27
430 LNSR LENSAR INC Healthcare 45,527.0 $271K 0.01% $5.96 -2.7%
431 CBZ CBIZ INC Industrials 10,000.0 $268K 0.01% $26.85 +15.1%
432 HUN HUNTSMAN CORP Basic Materials 20,000.0 $266K 0.01% $13.31 +3.8%
433 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 59,755.0 $265K 0.01% NEW $4.43 -8.1%
434 ADICET BIO INC 38,582.0 $263K 0.01% $6.81
435 MTG MGIC INVT CORP WIS Financial Services 10,000.0 $262K 0.01% $26.25 +0.5%
436 CTNM CONTINEUM THERAPEUTICS INC Healthcare 20,000.0 $261K 0.01% $13.06 -1.5%
437 HRI HERC HLDGS INC Industrials 2,574.0 $256K 0.01% -1K -28.0% $99.55 +34.5%
438 GEO GEO GROUP INC Industrials 15,000.0 $252K 0.01% -35K -70.0% $16.81 +35.9%
439 DNTH DIANTHUS THERAPEUTICS INC Healthcare 3,000.0 $252K 0.01% -2K -40.0% $83.92 -0.4%
440 FITB FIFTH THIRD BANCORP Financial Services 5,400.0 $251K 0.01% $46.46 +3.2%
Page 22 of 25  ·  491 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Industrials 16.7%
Consumer Cyclical 11.5%
Technology 10.9%
Healthcare 6.5%
Communication Services 6.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 2.1%
Basic Materials 1.0%