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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 5 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVB AVALONBAY CMNTYS INC Real Estate 6,803.0 $1.1M 0.24% -524.0 -7.2% $163.34 +13.7%
82 DISV DIMENSIONAL ETF TRUST 27,261.0 $1.1M 0.23% +6K +29.6% $39.44 +6.7%
83 AZN ASTRAZENECA PLC Healthcare 5,380.0 $1.1M 0.22% NEW $196.05 -4.6%
84 TSLA TESLA INC Consumer Cyclical 2,807.0 $1.0M 0.22% +29.0 +1.0% $371.75 +14.6%
85 PSA PUBLIC STORAGE OPER CO Real Estate 3,809.0 $1.0M 0.22% -130.0 -3.3% $270.90 +12.7%
86 O REALTY INCOME CORP Real Estate 16,109.0 $986K 0.21% -169.0 -1.0% $61.18 +1.4%
87 WFC WELLS FARGO & CO Financial Services 11,899.0 $947K 0.20% -1K -8.0% $79.61 -4.0%
88 JMBS JANUS DETROIT STR TR 20,590.0 $930K 0.20% NEW $45.18 -0.4%
89 AMAT APPLIED MATLS INC Technology 2,705.0 $925K 0.20% -68.0 -2.5% $341.82 +26.4%
90 SNA SNAP ON INC Industrials 2,374.0 $862K 0.18% -90.0 -3.6% $363.19 +1.0%
91 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,127.0 $843K 0.18% +209.0 +2.3% $92.31 -0.6%
92 WPC WP CAREY INC Real Estate 12,276.0 $834K 0.18% -237.0 -1.9% $67.96 +9.6%
93 ISRG INTUITIVE SURGICAL INC Healthcare 1,802.0 $831K 0.18% +113.0 +6.7% $460.99 -5.0%
94 CSX CSX CORP Industrials 20,030.0 $822K 0.17% -198.0 -1.0% $41.05 +10.9%
95 BCX BLACKROCK RES & COMMODITIES Financial Services 67,533.0 $814K 0.17% +5K +8.6% $12.05 -0.1%
96 USA LIBERTY ALL STAR EQUITY FD Financial Services 142,076.0 $793K 0.17% -4K -3.0% $5.58 +4.1%
97 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,175.0 $792K 0.17% -540.0 -9.4% $153.10 -16.9%
98 EMR EMERSON ELEC CO Industrials 5,935.0 $778K 0.17% $131.02 +4.1%
99 CME CME GROUP INC Financial Services 2,593.0 $766K 0.16% +84.0 +3.4% $295.37 -1.4%
100 MDLZ MONDELEZ INTL INC Consumer Defensive 12,962.0 $747K 0.16% -713.0 -5.2% $57.64 +7.1%
Page 5 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%