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Portfolio (Quarterly) Guide ↗

RM Financial Services, LLC

· CIK 0002109852
13F Portfolio $116M AUM 75 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 20 Added 28 Reduced 3 Exited
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLV ISHARES SILVER TR Financial Services 93,234.0 $6.4M 5.48% -14K -13.0% $68.14 +1.9%
2 AAPL APPLE INC Technology 15,439.0 $3.9M 3.38% -333.0 -2.1% $253.79 +20.2%
3 COP CONOCOPHILLIPS Energy 14,917.0 $2.0M 1.70% -1K -6.3% $132.00 -8.7%
4 AMAT APPLIED MATLS INC Technology 5,042.0 $1.7M 1.49% -108.0 -2.1% $341.79 +25.0%
5 XLG INVESCO EXCHANGE TRADED FD T 29,982.0 $1.6M 1.41% -443.0 -1.5% $54.55 +16.4%
6 CAT CATERPILLAR INC Industrials 2,193.0 $1.6M 1.34% -20.0 -0.9% $708.46 +22.2%
7 CGUS CAPITAL GROUP CORE EQUITY ET 30,687.0 $1.2M 1.02% -283.0 -0.9% $38.42 +13.5%
8 XOM EXXON MOBIL CORP Energy 6,709.0 $1.1M 0.98% -865.0 -11.4% $169.66 -7.9%
9 PG PROCTER & GAMBLE CO Consumer Defensive 7,773.0 $1.1M 0.97% -54.0 -0.7% $144.44 -1.4%
10 ORCL ORACLE CORP Technology 7,491.0 $1.1M 0.95% -183.0 -2.4% $147.11 +29.0%
11 IRT INDEPENDENCE RLTY TR INC Real Estate 69,274.0 $1.0M 0.89% -41K -37.4% $14.89 +12.8%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 3,142.0 $762K 0.66% -123.0 -3.8% $242.39 +4.4%
13 CALM CAL MAINE FOODS INC Consumer Defensive 9,496.0 $752K 0.65% -9K -49.7% $79.15 -2.8%
14 PEP PEPSICO INC Consumer Defensive 4,840.0 $752K 0.65% -323.0 -6.3% $155.29 -4.1%
15 TPR TAPESTRY INC Consumer Cyclical 5,035.0 $710K 0.61% -82.0 -1.6% $141.11 -3.8%
16 CSCO CISCO SYS INC Technology 8,780.0 $681K 0.59% -66.0 -0.8% $77.59 +52.3%
17 MSFT MICROSOFT CORP Technology 1,679.0 $622K 0.54% -263.0 -13.5% $370.21 +13.2%
18 CMI CUMMINS INC Industrials 1,095.0 $589K 0.51% -157.0 -12.5% $538.02 +18.7%
19 PSX PHILLIPS 66 Energy 3,075.0 $560K 0.48% -260.0 -7.8% $182.18 -1.6%
20 HD HOME DEPOT INC Consumer Cyclical 1,554.0 $511K 0.44% -72.0 -4.4% $328.89 -4.6%
Page 1 of 2  ·  28 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
Financial Services 40.9%
Technology 20.4%
Industrials 8.8%
Energy 7.8%
Consumer Cyclical 6.4%
Consumer Defensive 5.6%
Communication Services 5.1%
Healthcare 2.6%
Real Estate 2.4%