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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 1,864.0 $456K 0.39% -72.0 -3.7% $244.49 -5.2%
22 IDXX IDEXX LABS INC Healthcare 563.0 $316K 0.27% -362.0 -39.1% $561.89 -1.6%
23 T AT&T INC Communication Services 8,484.0 $246K 0.21% -623.0 -6.8% $28.99 -14.0%
24 TXN TEXAS INSTRS INC Technology 1,235.0 $240K 0.21% -66.0 -5.1% $194.14 +57.0%
25 WMT WALMART INC Consumer Defensive 1,910.0 $237K 0.20% -140.0 -6.8% $124.28 +5.3%
26 QQQM INVESCO EXCH TRADED FD TR II 956.0 $227K 0.20% -348.0 -26.7% $237.62 +23.8%
27 MCD MCDONALDS CORP Consumer Cyclical 720.0 $224K 0.19% -64.0 -8.2% $310.79 -8.6%
28 O REALTY INCOME CORP Real Estate 3,508.0 $215K 0.18% -226.0 -6.0% $61.18 +1.7%
Page 2 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%