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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 8 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX BLACKSTONE INC Financial Services 3,161.0 $364K 0.08% -535.0 -14.5% $115.00 +3.1%
142 SHAK SHAKE SHACK INC Consumer Cyclical 4,054.0 $359K 0.08% $88.47 -29.1%
143 MS MORGAN STANLEY Financial Services 2,140.0 $352K 0.07% +11.0 +0.5% $164.60 +22.1%
144 NOBL PROSHARES TR 3,277.0 $347K 0.07% +86.0 +2.7% $106.02 +1.7%
145 IWF ISHARES TR 783.0 $334K 0.07% $426.53 -70.7%
146 IBM INTERNATIONAL BUSINESS MACHS Technology 1,296.0 $314K 0.07% $242.40 +4.7%
147 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,391.0 $313K 0.07% -98.0 -2.2% $71.18 -9.8%
148 CB CHUBB LTD SWITZ Financial Services 956.0 $312K 0.07% -20.0 -2.0% $325.98 +0.6%
149 MMM 3M CO Industrials 2,118.0 $308K 0.07% $145.21 +5.0%
150 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 29,566.0 $307K 0.07% +2K +8.3% $10.40 +2.1%
151 ESGV VANGUARD WORLD FD 2,709.0 $304K 0.07% $112.27 +17.1%
152 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 4,833.0 $302K 0.06% -1K -20.3% $62.43 +1.8%
153 RNP COHEN & STEERS REIT & PFD & Financial Services 15,159.0 $300K 0.06% -5K -23.4% $19.76 +5.2%
154 BA BOEING CO Industrials 1,502.0 $299K 0.06% -35.0 -2.3% $199.00 +10.1%
155 LRCX LAM RESEARCH CORP Technology 1,394.0 $298K 0.06% -65.0 -4.5% $213.66 +42.9%
156 SCHO SCHWAB STRATEGIC TR 12,245.0 $297K 0.06% NEW $24.27 -0.6%
157 LOW LOWES COS INC Consumer Cyclical 1,202.0 $284K 0.06% -393.0 -24.6% $236.29 -9.0%
158 PFE PFIZER INC Healthcare 10,062.0 $283K 0.06% +256.0 +2.6% $28.08 -7.8%
159 INTC INTEL CORP Technology 6,353.0 $280K 0.06% $44.13 +171.6%
160 OKE ONEOK INC NEW Energy 3,097.0 $280K 0.06% $90.39 +4.0%
Page 8 of 10  ·  187 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%