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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RNP COHEN & STEERS REIT & PFD & Financial Services 15,159.0 $300K 0.06% -5K -23.4% $19.76 +5.2%
62 BA BOEING CO Industrials 1,502.0 $299K 0.06% -35.0 -2.3% $199.00 +10.1%
63 LRCX LAM RESEARCH CORP Technology 1,394.0 $298K 0.06% -65.0 -4.5% $213.66 +42.9%
64 LOW LOWES COS INC Consumer Cyclical 1,202.0 $284K 0.06% -393.0 -24.6% $236.29 -9.0%
65 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 47,710.0 $278K 0.06% -3K -6.1% $5.83 +11.1%
66 PEBBLEBROOK HOTEL TR 14,000.0 $269K 0.06% -200.0 -1.4% $19.21
67 RACE FERRARI N V Consumer Cyclical 798.0 $267K 0.06% -65.0 -7.5% $334.60 +4.1%
68 CCI CROWN CASTLE INC Real Estate 2,934.0 $239K 0.05% -167.0 -5.4% $81.30 +12.5%
69 LAMR LAMAR ADVERTISING CO Real Estate 1,857.0 $235K 0.05% -107.0 -5.5% $126.63 +20.9%
70 F FORD MTR CO Consumer Cyclical 19,790.0 $228K 0.05% -2K -11.1% $11.54 +29.4%
71 SUI SUN CMNTYS INC Real Estate 1,720.0 $217K 0.05% -171.0 -9.0% $125.93 +1.4%
72 RFI COHEN & STEERS TOTAL RETURN Financial Services 17,774.0 $198K 0.04% -1K -6.1% $11.14 +1.2%
73 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 12,418.0 $116K 0.03% -459.0 -3.6% $9.38 -1.1%
Page 4 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%