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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 2 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRM SALESFORCE INC Technology 20,818.0 $5.5M 1.09% NEW $264.90 -32.0%
22 AMGN AMGEN INC Healthcare 16,277.0 $5.3M 1.06% NEW $327.31 +3.7%
23 LLY ELI LILLY & CO Healthcare 4,605.0 $4.9M 0.98% NEW $1074.62 -0.9%
24 CVX CHEVRON CORP NEW Energy 32,269.0 $4.9M 0.98% NEW $152.41 +25.6%
25 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 208,462.0 $4.9M 0.97% NEW $23.32 +7.3%
26 PEP PEPSICO INC Consumer Defensive 30,803.0 $4.4M 0.88% NEW $143.52 +4.9%
27 WMT WALMART INC Consumer Defensive 38,367.0 $4.3M 0.85% NEW $111.41 +8.0%
28 SBUX STARBUCKS CORP Consumer Cyclical 50,567.0 $4.3M 0.85% NEW $84.21 +22.4%
29 VGIT VANGUARD SCOTTSDALE FDS 70,402.0 $4.2M 0.84% NEW $59.93 -2.0%
30 BSVO EA SERIES TRUST 176,495.0 $4.1M 0.82% NEW $23.30 +18.5%
31 GS GOLDMAN SACHS GROUP INC Financial Services 4,513.0 $4.0M 0.79% NEW $879.00 +13.4%
32 AXP AMERICAN EXPRESS CO Financial Services 10,703.0 $4.0M 0.79% NEW $369.93 -15.7%
33 IRM IRON MTN INC DEL Real Estate 47,216.0 $3.9M 0.78% NEW $82.95 +52.5%
34 NFLX NETFLIX INC Communication Services 40,465.0 $3.8M 0.75% NEW $93.76 -5.5%
35 WM WASTE MGMT INC DEL Industrials 16,852.0 $3.7M 0.73% NEW $219.72 -0.8%
36 ABBV ABBVIE INC Healthcare 14,733.0 $3.4M 0.67% NEW $228.50 -5.6%
37 HD HOME DEPOT INC Consumer Cyclical 9,299.0 $3.2M 0.64% NEW $344.11 -9.0%
38 VOO VANGUARD INDEX FDS 4,860.0 $3.0M 0.60% NEW $627.17 +9.3%
39 XOM EXXON MOBIL CORP Energy 24,940.0 $3.0M 0.60% NEW $120.34 +28.7%
40 DFAC DIMENSIONAL ETF TRUST 69,393.0 $2.7M 0.55% NEW $39.59 +10.1%
Page 2 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%