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Portfolio (Quarterly) Guide ↗

RB Capital Management, LLC

· CIK 0001695582
13F Portfolio $503M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 197 New
Page 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMCSA COMCAST CORP NEW Communication Services 7,325.0 $219K 0.04% NEW $29.89 -15.7%
182 VEA VANGUARD TAX-MANAGED FDS 3,466.0 $217K 0.04% NEW $62.47 +12.8%
183 SONY SONY GROUP CORP Technology 8,380.0 $215K 0.04% NEW $25.60 -13.5%
184 MDT MEDTRONIC PLC Healthcare 2,229.0 $214K 0.04% NEW $96.05 -18.2%
185 USB US BANCORP DEL Financial Services 3,991.0 $213K 0.04% NEW $53.36 +2.8%
186 AMP AMERIPRISE FINL INC Financial Services 433.0 $212K 0.04% NEW $490.45 -7.8%
187 RFI COHEN & STEERS TOTAL RETURN Financial Services 18,930.0 $209K 0.04% NEW $11.05 +2.0%
188 GD GENERAL DYNAMICS CORP Industrials 621.0 $209K 0.04% NEW $336.53 +1.9%
189 A AGILENT TECHNOLOGIES INC Healthcare 1,514.0 $206K 0.04% NEW $136.05 -15.5%
190 MCK MCKESSON CORP Healthcare 245.0 $201K 0.04% NEW $820.11 -6.6%
191 NAC NUVEEN CA QUALTY MUN INCOME Financial Services 14,391.0 $170K 0.03% NEW $11.81 -0.5%
192 VCV INVESCO CALIF VALUE MUN INCO Financial Services 12,487.0 $139K 0.03% NEW $11.13 -5.7%
193 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 12,877.0 $115K 0.02% NEW $8.95 +3.7%
194 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 35,000.0 $85K 0.02% NEW $2.43 -6.2%
195 AMTX AEMETIS INC Energy 10,000.0 $14K 0.00% NEW $1.39 +92.8%
196 ENVISTA HOLDINGS CORPORATION 10,000.0 $10K 0.00% NEW $0.96
197 GLOBAL PMTS INC 10,000.0 $9K 0.00% NEW $0.90
Page 10 of 10  ·  197 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
Technology 34.2%
Financial Services 17.9%
Communication Services 11.0%
Consumer Cyclical 9.2%
Industrials 7.4%
Consumer Defensive 7.4%
Healthcare 6.9%
Real Estate 3.5%
Energy 2.0%
Utilities 0.6%