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Portfolio (Quarterly) Guide ↗

RB Capital Management, LLC

· CIK 0001695582
13F Portfolio $471M AUM 187 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 59 Added 73 Reduced 18 Exited
Page 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NAC NUVEEN CA DIVI ADV MUN Financial Services 14,638.0 $171K 0.04% +247.0 +1.7% $11.65 +0.9%
182 VCV INVESCO CALIF VALUE MUN INCO Financial Services 12,711.0 $133K 0.03% +224.0 +1.8% $10.44 +0.6%
183 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 12,418.0 $116K 0.03% -459.0 -3.6% $9.38 -1.1%
184 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 35,000.0 $75K 0.02% $2.13 +7.0%
185 AMTX AEMETIS INC Energy 10,000.0 $32K 0.01% $3.19 -16.0%
186 ENVISTA HOLDINGS CORPORATION 10,000.0 $10K 0.00% $0.99
187 GLOBAL PMTS INC 10,000.0 $9K 0.00% $0.88
Page 10 of 10  ·  187 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 31.5%
Financial Services 18.0%
Communication Services 10.4%
Consumer Cyclical 8.9%
Consumer Defensive 8.7%
Industrials 8.2%
Healthcare 6.9%
Real Estate 3.8%
Energy 2.9%
Utilities 0.8%