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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 2 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 10,369.0 $5.2M 1.10% +145.0 +1.4% $499.64 -0.2%
22 IRM IRON MTN INC DEL Real Estate 47,363.0 $4.8M 1.03% $102.14 +23.8%
23 WMT WALMART INC Consumer Defensive 38,521.0 $4.8M 1.02% $124.28 -3.2%
24 PEP PEPSICO INC Consumer Defensive 30,293.0 $4.7M 1.00% -510.0 -1.7% $155.29 -3.0%
25 BSVO EA SERIES TRUST 180,951.0 $4.6M 0.97% +4K +2.5% $25.37 +8.8%
26 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 207,076.0 $4.6M 0.97% -1K -0.7% $22.13 +13.1%
27 SBUX STARBUCKS CORP Consumer Cyclical 50,422.0 $4.5M 0.96% $89.59 +15.1%
28 LLY ELI LILLY & CO Healthcare 4,820.0 $4.4M 0.94% +215.0 +4.7% $919.81 +15.8%
29 XOM EXXON MOBIL CORP Energy 25,289.0 $4.3M 0.91% +349.0 +1.4% $169.66 -8.7%
30 NFLX NETFLIX INC. Communication Services 41,423.0 $4.0M 0.85% +958.0 +2.4% $96.15 -7.9%
31 VGIT VANGUARD SCOTTSDALE FDS 65,525.0 $3.9M 0.83% -5K -6.9% $59.55 -1.4%
32 WM WASTE MGMT INC DEL Industrials 16,945.0 $3.9M 0.83% +93.0 +0.6% $229.79 -5.2%
33 GS GOLDMAN SACHS GROUP INC Financial Services 4,531.0 $3.8M 0.81% $845.99 +17.8%
34 CRM SALESFORCE INC Technology 20,149.0 $3.8M 0.80% -669.0 -3.2% $186.67 -3.5%
35 AXP AMERICAN EXPRESS CO Financial Services 11,347.0 $3.4M 0.73% +644.0 +6.0% $302.49 +3.1%
36 ABBV ABBVIE INC Healthcare 14,916.0 $3.2M 0.69% +183.0 +1.2% $217.49 -0.8%
37 HD HOME DEPOT INC Consumer Cyclical 8,799.0 $2.9M 0.61% -500.0 -5.4% $328.90 -4.8%
38 RVT ROYCE SMALL CAP TRUST INC Financial Services 170,896.0 $2.8M 0.60% $16.60 +10.3%
39 LMT LOCKHEED MARTIN CORP Industrials 4,624.0 $2.8M 0.59% $604.35 -11.8%
40 DFAC DIMENSIONAL ETF TRUST 70,425.0 $2.7M 0.58% +1K +1.5% $38.86 +12.2%
Page 2 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%