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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EQR EQUITY RESIDENTIAL Real Estate 12,352.0 $731K 0.15% -758.0 -5.8% $59.15 +11.9%
42 ADBE ADOBE INC Technology 2,972.0 $722K 0.15% -1K -28.6% $243.08 +0.7%
43 DLR DIGITAL RLTY TR INC Real Estate 3,959.0 $713K 0.15% -184.0 -4.4% $180.20 +6.6%
44 MSCI MSCI INC Financial Services 1,310.0 $706K 0.15% -16.0 -1.2% $539.00 +9.2%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 13,594.0 $682K 0.14% -2K -14.7% $50.20 -3.7%
46 PLD PROLOGIS INC. Real Estate 5,146.0 $680K 0.14% -138.0 -2.6% $132.17 +10.4%
47 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,552.0 $656K 0.14% -169.0 -2.5% $100.09 +6.6%
48 AMT AMERICAN TOWER CORP Real Estate 3,727.0 $643K 0.14% -335.0 -8.2% $172.58 +6.5%
49 SOXX ISHARES TR 1,853.0 $609K 0.13% -100.0 -5.1% $328.73 +63.5%
50 ESS ESSEX PPTY TR INC Real Estate 2,290.0 $554K 0.12% -54.0 -2.3% $242.01 +14.3%
51 ALL ALLSTATE CORP Financial Services 2,618.0 $543K 0.12% -104.0 -3.8% $207.31 +4.5%
52 INTU INTUIT Technology 1,119.0 $484K 0.10% -2K -65.0% $432.20 -26.0%
53 T AT&T INC Communication Services 16,191.0 $469K 0.10% -867.0 -5.1% $28.99 -12.9%
54 DFUV DIMENSIONAL ETF TRUST 8,598.0 $417K 0.09% -198.0 -2.2% $48.46 +9.6%
55 UNH UNITEDHEALTH GROUP INC Healthcare 1,513.0 $409K 0.09% -321.0 -17.5% $270.60 +43.6%
56 MRK MERCK & CO INC Healthcare 3,383.0 $407K 0.09% -1K -27.8% $120.28 +1.8%
57 BX BLACKSTONE INC Financial Services 3,161.0 $364K 0.08% -535.0 -14.5% $115.00 +3.1%
58 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,391.0 $313K 0.07% -98.0 -2.2% $71.18 -9.8%
59 CB CHUBB LTD SWITZ Financial Services 956.0 $312K 0.07% -20.0 -2.0% $325.98 +0.6%
60 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 4,833.0 $302K 0.06% -1K -20.3% $62.43 +1.8%
Page 3 of 4  ·  73 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%