BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

RMB Fund

· RMB Investors Trust
Monthly Holdings $120M AUM 41 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 4 New 3 Added 3 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc GOOGL Mar 2026 37,579 -8,494 $13.4M +1.4% 11.21% EC
2 Microsoft Corp MSFT Mar 2026 26,437 -1,237 $9.9M -3.7% 8.23% EC
3 Amazon.com Inc AMZN Mar 2026 33,000 $7.9M +14.4% 6.56% EC
4 NVIDIA Corp NVDA Mar 2026 37,043 $7.4M +14.7% 6.19% EC
5 Apple Inc AAPL Mar 2026 23,630 $6.8M +14.0% 5.71% EC
6 Visa Inc V Mar 2026 12,945 $4.4M +13.5% 3.71% EC
7 AMETEK Inc AME Mar 2026 17,120 $4.1M +12.9% 3.46% EC
8 TJX Cos Inc/The TJX Mar 2026 25,730 $3.9M -5.1% 3.25% EC
9 Palo Alto Networks Inc PANW Mar 2026 11,400 $3.9M +112.7% 3.24% EC
10 Eli Lilly & Co LLY Mar 2026 3,107 $3.7M +30.4% 3.11% EC
11 JPMorgan Chase & Co JPM Mar 2026 11,200 $3.7M +11.3% 3.06% EC
12 Advanced Micro Devices Inc AMD Mar 2026 6,073 $3.5M +185.6% 2.94% EC
13 Broadcom Inc AVGO Mar 2026 9,263 +3,681 $3.5M +102.5% 2.92% EC
14 Morgan Stanley MS Mar 2026 16,006 $3.3M +27.0% 2.79% EC
15 Analog Devices Inc ADI Mar 2026 8,253 $3.3M +24.8% 2.74% EC
16 Applied Materials Inc AMAT Jun 2026 4,308 NEW $3.1M 2.60% EC
17 Booking Holdings Inc BKNG Mar 2026 14,325 +13,752 $2.6M +5.8% 2.13% EC
18 Danaher Corp DHR Mar 2026 13,338 +5,338 $2.5M +67.5% 2.12% EC
19 Nordson Corp NDSN Mar 2026 7,800 $2.4M +13.4% 1.96% EC
20 EOG Resources Inc EOG Mar 2026 17,573 $2.3M -10.3% 1.90% EC
21 S&P Global Inc SPGI Mar 2026 5,339 $2.2M -4.3% 1.81% EC
22 Progressive Corp/The PGR Mar 2026 9,900 $2.2M +10.2% 1.80% EC
23 Federal Realty Investment Trus FRT Mar 2026 16,690 $2.1M +16.2% 1.72% EC
24 Synopsys Inc SNPS Mar 2026 4,300 $1.9M +12.5% 1.60% EC
25 Merck & Co Inc MRK Mar 2026 13,916 $1.8M +6.8% 1.49% EC
26 Huntington Bancshares Inc/OH HBAN Mar 2026 94,980 $1.7M +13.3% 1.41% EC
27 Hubbell Inc HUBB Mar 2026 3,103 $1.6M +6.6% 1.35% EC
28 CRH PLC CRH Jun 2026 14,994 NEW $1.6M 1.34% EC
29 Meta Platforms Inc META Mar 2026 2,749 $1.5M -1.5% 1.29% EC
30 IDEX Corp IEX Mar 2026 6,413 $1.5M +19.7% 1.21% EC
31 RTX Corp RTX Mar 2026 7,554 $1.4M -1.6% 1.20% EC
32 Intel Corp INTC Jun 2026 9,835 NEW $1.4M 1.15% EC
33 Philip Morris International In PM Mar 2026 7,062 $1.3M +9.4% 1.07% EC
34 Crowdstrike Holdings Inc CRWD Mar 2026 1,463 $1.1M +95.5% 0.93% EC
35 Micron Technology Inc MU Jun 2026 567 NEW $654K 0.55% EC
36 First American Government Obli FGXXX Mar 2026 330,316 -1,130,276 $330K -77.4% 0.28% STIV
Tyler Technologies Inc 902252105 5,150 SOLD $1.8M
International Paper Co 460146103 34,886 SOLD $1.2M
IDEXX Laboratories Inc 45168D104 1,693 SOLD $1.0M
Fair Isaac Corp 303250104 804 SOLD $0.9M
Stryker Corp 863667101 2,009 SOLD $0.7M