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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 7 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESS ESSEX PPTY TR INC Real Estate 2,344.0 $613K 0.12% NEW $261.63 +5.8%
122 UNH UNITEDHEALTH GROUP INC Healthcare 1,834.0 $606K 0.12% NEW $330.20 +17.6%
123 SOXX ISHARES TR 1,953.0 $588K 0.12% NEW $301.10 +78.5%
124 VTI VANGUARD INDEX FDS 1,749.0 $586K 0.12% NEW $335.21 +9.4%
125 SGMT SAGIMET BIOSCIENCES INC Healthcare 97,000.0 $574K 0.11% NEW $5.92 +19.8%
126 BX BLACKSTONE INC Financial Services 3,696.0 $570K 0.11% NEW $154.15 -23.1%
127 ALL ALLSTATE CORP Financial Services 2,722.0 $567K 0.11% NEW $208.13 +4.1%
128 DFAX DIMENSIONAL ETF TRUST 17,107.0 $560K 0.11% NEW $32.73 +13.4%
129 DUK DUKE ENERGY CORP NEW Utilities 4,683.0 $549K 0.11% NEW $117.22 +7.2%
130 HON HONEYWELL INTL INC Industrials 2,797.0 $546K 0.11% NEW $195.12 +16.8%
131 MRK MERCK & CO INC Healthcare 4,683.0 $493K 0.10% NEW $105.26 +16.3%
132 SGMT PUT PUT SAGIMET BIOSCIENCES 1/16/26@5 Healthcare 80,000.0 $474K 0.09% NEW $5.92 +19.8%
133 COF CAPITAL ONE FINL CORP Financial Services 1,841.0 $446K 0.09% NEW $242.37 -22.5%
134 ETN EATON CORP PLC Industrials 1,369.0 $436K 0.09% NEW $318.51 +22.9%
135 T AT&T INC Communication Services 17,058.0 $424K 0.08% NEW $24.84 +1.7%
136 SO SOUTHERN CO Utilities 4,816.0 $420K 0.08% NEW $87.19 +8.4%
137 IBB ISHARES TR 2,473.0 $417K 0.08% NEW $168.75 +0.0%
138 DFUV DIMENSIONAL ETF TRUST 8,796.0 $410K 0.08% NEW $46.59 +14.0%
139 RNP COHEN & STEERS REIT & PFD & Financial Services 19,802.0 $393K 0.08% NEW $19.86 +4.6%
140 EQIX EQUINIX INC Real Estate 512.0 $392K 0.08% NEW $766.24 +40.9%
Page 7 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%