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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 7 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VTI VANGUARD INDEX FDS 1,806.0 $579K 0.12% +57.0 +3.3% $320.83 +14.3%
122 ESS ESSEX PPTY TR INC Real Estate 2,290.0 $554K 0.12% -54.0 -2.3% $242.01 +14.3%
123 ALL ALLSTATE CORP Financial Services 2,618.0 $543K 0.12% -104.0 -3.8% $207.31 +4.5%
124 SGMT SAGIMET BIOSCIENCES INC Healthcare 97,000.0 $507K 0.11% $5.22 +35.7%
125 TMDX TRANSMEDICS GROUP INC Healthcare 5,081.0 $505K 0.11% $99.41 -30.7%
126 EQIX EQUINIX INC Real Estate 514.0 $504K 0.11% $980.95 +10.1%
127 ETN EATON CORP PLC Industrials 1,374.0 $491K 0.10% $357.67 +9.4%
128 INTU INTUIT Technology 1,119.0 $484K 0.10% -2K -65.0% $432.20 -26.0%
129 T AT&T INC Communication Services 16,191.0 $469K 0.10% -867.0 -5.1% $28.99 -12.9%
130 SO SOUTHERN CO Utilities 4,856.0 $469K 0.10% +40.0 +0.8% $96.51 -2.0%
131 DFLV DIMENSIONAL ETF TRUST 12,322.0 $440K 0.09% +2K +19.8% $35.71 +8.5%
132 QBTS CALL CALL D-WAVE QUANTUM INC 1/15/27@20 Technology 30,000.0 $433K 0.09% NEW $14.43 +103.7%
133 IGV ISHARES TR 5,342.0 $428K 0.09% +2K +61.9% $80.05 +17.4%
134 IBB ISHARES TR 2,473.0 $418K 0.09% $168.87 -0.0%
135 DFUV DIMENSIONAL ETF TRUST 8,598.0 $417K 0.09% -198.0 -2.2% $48.46 +9.6%
136 UNH UNITEDHEALTH GROUP INC Healthcare 1,513.0 $409K 0.09% -321.0 -17.5% $270.60 +43.6%
137 MRK MERCK & CO INC Healthcare 3,383.0 $407K 0.09% -1K -27.8% $120.28 +1.8%
138 SLV ISHARES SILVER TR Financial Services 5,897.0 $402K 0.09% +47.0 +0.8% $68.14 +0.3%
139 ED CONSOLIDATED EDISON INC Utilities 3,263.0 $369K 0.08% $113.17 -4.1%
140 CMI CUMMINS INC Industrials 682.0 $367K 0.08% $538.27 +18.8%
Page 7 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%