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Portfolio (Quarterly) Guide ↗

RM Financial Services, LLC

· CIK 0002109852
13F Portfolio $135M AUM 79 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 18 Added 19 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 15,189.0 $4.4M 3.27% -250.0 -1.6% $289.36 +10.5%
2 CAT CATERPILLAR INC Industrials 2,160.0 $2.3M 1.71% -33.0 -1.5% $1064.90 -24.7%
3 AKRE PROFESIONALLY MANAGED PORTFO 38,958.0 $2.1M 1.54% -1K -2.9% $53.19 +16.6%
4 V VISA INC Financial Services 5,605.0 $1.9M 1.43% -30.0 -0.5% $343.08 +11.2%
5 XLG INVESCO EXCHANGE TRADED FD T 29,572.0 $1.8M 1.34% -410.0 -1.4% $61.23 +2.3%
6 ANET ARISTA NETWORKS INC Technology 8,113.0 $1.4M 1.02% -343.0 -4.1% $169.88 +15.2%
7 CGGG CAPITAL GROUP EQUITY ETF TR 44,534.0 $1.3M 0.95% -2K -3.8% $28.65 -0.3%
8 PG PROCTER & GAMBLE CO Consumer Defensive 7,628.0 $1.1M 0.83% -145.0 -1.9% $146.64 -2.2%
9 ORCL ORACLE CORP Technology 7,391.0 $1.1M 0.81% -100.0 -1.3% $146.55 +3.1%
10 IRT INDEPENDENCE RLTY TR INC Real Estate 64,225.0 $1.1M 0.80% -5K -7.3% $16.69 -1.7%
11 PII POLARIS INC Consumer Cyclical 13,926.0 $953K 0.71% -144.0 -1.0% $68.44 -6.3%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 3,055.0 $859K 0.64% -87.0 -2.8% $281.21 -16.3%
13 XOM EXXON MOBIL CORP Energy 6,066.0 $829K 0.62% -643.0 -9.6% $136.72 +14.3%
14 CALM CAL MAINE FOODS INC Consumer Defensive 9,254.0 $746K 0.55% -242.0 -2.5% $80.56 -0.0%
15 CMI CUMMINS INC Industrials 1,000.0 $713K 0.53% -95.0 -8.7% $713.21 -20.6%
16 PEP PEPSICO INC Consumer Defensive 4,715.0 $638K 0.47% -125.0 -2.6% $135.40 +3.8%
17 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 9,296.0 $543K 0.40% -548.0 -5.6% $58.40 +32.0%
18 JNJ JOHNSON & JOHNSON Healthcare 1,854.0 $471K 0.35% -10.0 -0.5% $253.93 +5.4%
19 CVX CHEVRON CORPORATION Energy 1,785.0 $296K 0.22% -11.0 -0.6% $165.72 +21.6%

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 36.8%
Technology 26.4%
Industrials 10.4%
Consumer Cyclical 6.4%
Energy 5.9%
Consumer Defensive 5.0%
Communication Services 3.8%
Healthcare 2.9%
Real Estate 2.4%