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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAH CARDINAL HEALTH INC Healthcare 1,455.0 $307K 0.27% $211.31 -5.1%
62 FTEC FIDELITY COVINGTON TRUST 1,301.0 $271K 0.23% $208.05 +31.4%
63 FNX FIRST TR EXCHANGE-TRADED ALP 2,000.0 $256K 0.22% $128.24 +7.5%
64 ETN EATON CORP PLC Industrials 712.0 $255K 0.22% $357.67 +6.7%
65 T AT&T INC Communication Services 8,484.0 $246K 0.21% -623.0 -6.8% $28.99 -14.0%
66 TXN TEXAS INSTRS INC Technology 1,235.0 $240K 0.21% -66.0 -5.1% $194.14 +57.0%
67 WMT WALMART INC Consumer Defensive 1,910.0 $237K 0.20% -140.0 -6.8% $124.28 +5.3%
68 GILD GILEAD SCIENCES INC Healthcare 1,700.0 $237K 0.20% $139.37 -6.4%
69 QQQM INVESCO EXCH TRADED FD TR II 956.0 $227K 0.20% -348.0 -26.7% $237.62 +23.8%
70 MCD MCDONALDS CORP Consumer Cyclical 720.0 $224K 0.19% -64.0 -8.2% $310.79 -8.6%
71 SHOP SHOPIFY INC Technology 1,829.0 $217K 0.19% $118.62 -11.5%
72 TCHP T ROWE PRICE ETF INC 4,880.0 $216K 0.19% +105.0 +2.2% $44.18 +16.7%
73 O REALTY INCOME CORP Real Estate 3,508.0 $215K 0.18% -226.0 -6.0% $61.18 +1.7%
74 GRMN GARMIN LTD Technology 900.0 $209K 0.18% NEW $232.01 +3.3%
75 CGEN COMPUGEN LTD Healthcare 11,580.0 $25K 0.02% $2.13 +22.5%
Page 4 of 4  ·  75 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%