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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 8 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LOW LOWES COS INC Consumer Cyclical 1,595.0 $385K 0.08% NEW $241.23 -10.9%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 1,292.0 $383K 0.08% NEW $296.16 -14.3%
143 MS MORGAN STANLEY Financial Services 2,129.0 $378K 0.07% NEW $177.49 +13.3%
144 SLV ISHARES SILVER TR Financial Services 5,850.0 $377K 0.07% NEW $64.42 +6.1%
145 IWF ISHARES TR 783.0 $370K 0.07% NEW $473.02 -73.6%
146 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,489.0 $368K 0.07% NEW $82.03 -21.7%
147 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 6,066.0 $368K 0.07% NEW $60.61 +4.8%
148 PH PARKER-HANNIFIN CORP Industrials 413.0 $363K 0.07% NEW $878.96 -1.4%
149 DFLV DIMENSIONAL ETF TRUST 10,282.0 $352K 0.07% NEW $34.21 +13.3%
150 IGV ISHARES TR 3,300.0 $349K 0.07% NEW $105.70 -11.1%
151 CMI CUMMINS INC Industrials 680.0 $347K 0.07% NEW $510.51 +25.3%
152 MMM 3M CO Industrials 2,109.0 $338K 0.07% NEW $160.13 -4.8%
153 BA BOEING CO Industrials 1,537.0 $334K 0.07% NEW $217.09 +0.9%
154 NOBL PROSHARES TR 3,191.0 $332K 0.07% NEW $104.07 +3.6%
155 SHAK SHAKE SHACK INC Consumer Cyclical 4,054.0 $329K 0.07% NEW $81.17 -22.7%
156 ESGV VANGUARD WORLD FD 2,709.0 $328K 0.07% NEW $120.96 +8.7%
157 ED CONSOLIDATED EDISON INC Utilities 3,277.0 $326K 0.07% NEW $99.33 +9.3%
158 APP APPLOVIN CORP Technology 481.0 $324K 0.06% NEW $673.82 -28.5%
159 RACE FERRARI N V Consumer Cyclical 863.0 $319K 0.06% NEW $369.77 -5.8%
160 SYK STRYKER CORPORATION Healthcare 901.0 $317K 0.06% NEW $351.50 -10.0%
Page 8 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%