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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
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 4,749.0 $1.7M 1.26% $357.37 -3.0%
22 UPS UNITED PARCEL SVCS INC Industrials 15,025.0 $1.6M 1.20% $107.50 -2.0%
23 COP CONOCOPHILLIPS Energy 14,917.0 $1.6M 1.15% $103.96 +25.4%
24 VIG VANGUARD SPECIALIZED FUNDS 6,540.0 $1.5M 1.15% +422.0 +6.9% $236.62 +2.7%
25 CGUS CAPITAL GROUP CORE EQUITY ET 33,456.0 $1.5M 1.11% +3K +9.0% $44.48 +1.9%
26 ANET ARISTA NETWORKS INC Technology 8,113.0 $1.4M 1.02% -343.0 -4.1% $169.88 +15.0%
27 CGGG CAPITAL GROUP EQUITY ETF TR 44,534.0 $1.3M 0.95% -2K -3.8% $28.65 -0.4%
28 TCAF T ROWE PRICE EXCHANGE-TRADED 29,263.0 $1.2M 0.89% +1K +4.6% $41.10 +4.2%
29 QQQ INVESCO QQQ TR Financial Services 1,612.0 $1.2M 0.88% NEW $736.40 -2.7%
30 PG PROCTER & GAMBLE CO Consumer Defensive 7,628.0 $1.1M 0.83% -145.0 -1.9% $146.64 -2.0%
31 J P MORGAN EXCHANGE TRADED F 21,428.0 $1.1M 0.81% $50.57
32 ORCL ORACLE CORP Technology 7,391.0 $1.1M 0.81% -100.0 -1.3% $146.55 +2.8%
33 IRT INDEPENDENCE RLTY TR INC Real Estate 64,225.0 $1.1M 0.80% -5K -7.3% $16.69 -2.3%
34 CSCO CISCO SYS INC Technology 8,780.0 $1.0M 0.77% $117.46 -6.4%
35 PII POLARIS INC Consumer Cyclical 13,926.0 $953K 0.71% -144.0 -1.0% $68.44 -6.8%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 3,055.0 $859K 0.64% -87.0 -2.8% $281.21 -16.2%
37 XOM EXXON MOBIL CORP Energy 6,066.0 $829K 0.62% -643.0 -9.6% $136.72 +14.6%
38 AMZN AMAZON COM INC Consumer Cyclical 3,479.0 $829K 0.62% $238.34 +11.8%
39 GOOG ALPHABET INC 2,210.0 $781K 0.58% $353.33
40 NLR VANECK ETF TRUST 6,643.0 $770K 0.57% +1K +20.3% $115.98 +1.8%
Page 2 of 4  ·  79 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
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%