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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 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CBOE CBOE GLOBAL MKTS INC Financial Services 4,873.0 $1.2M 0.24% NEW $250.99 +42.4%
82 BK BANK NEW YORK MELLON CORP Financial Services 10,472.0 $1.2M 0.24% NEW $116.09 +19.9%
83 WFC WELLS FARGO CO NEW Financial Services 12,927.0 $1.2M 0.24% NEW $93.20 -18.0%
84 GNRC GENERAC HLDGS INC Industrials 8,783.0 $1.2M 0.24% NEW $136.37 +98.1%
85 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,715.0 $1.2M 0.24% NEW $207.80 -38.8%
86 DFIV DIMENSIONAL ETF TRUST 23,285.0 $1.2M 0.23% NEW $49.90 +11.3%
87 DE DEERE & CO Industrials 2,482.0 $1.2M 0.23% NEW $465.53 +13.7%
88 HSY HERSHEY CO Consumer Defensive 6,244.0 $1.1M 0.23% NEW $181.99 +7.0%
89 PSA PUBLIC STORAGE OPER CO Real Estate 3,939.0 $1.0M 0.20% NEW $259.52 +17.6%
90 GEV GE VERNOVA INC Utilities 1,558.0 $1.0M 0.20% NEW $653.42 +59.0%
91 ASTRAZENECA PLC 10,686.0 $982K 0.20% NEW $91.93
92 ISRG INTUITIVE SURGICAL INC Healthcare 1,689.0 $957K 0.19% NEW $566.36 -22.6%
93 NOW SERVICENOW INC Technology 6,065.0 $929K 0.18% NEW $153.19 -33.3%
94 USA LIBERTY ALL STAR EQUITY FD Financial Services 146,542.0 $920K 0.18% NEW $6.28 -7.5%
95 O REALTY INCOME CORP Real Estate 16,278.0 $918K 0.18% NEW $56.37 +10.0%
96 SNA SNAP ON INC Industrials 2,464.0 $849K 0.17% NEW $344.66 +6.4%
97 EQR EQUITY RESIDENTIAL Real Estate 13,110.0 $826K 0.16% NEW $63.04 +5.0%
98 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,918.0 $813K 0.16% NEW $91.21 +0.6%
99 WPC WP CAREY INC Real Estate 12,513.0 $805K 0.16% NEW $64.36 +15.7%
100 DISV DIMENSIONAL ETF TRUST 21,042.0 $800K 0.16% NEW $38.00 +10.7%
Page 5 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%