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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALM CAL MAINE FOODS INC Consumer Defensive 9,254.0 $746K 0.55% -242.0 -2.5% $80.56 -0.4%
42 TPR TAPESTRY INC Consumer Cyclical 5,035.0 $737K 0.55% $146.38 -14.3%
43 MA MASTERCARD INCORPORATED Financial Services 1,411.0 $725K 0.54% $513.60 +15.9%
44 CMI CUMMINS INC Industrials 1,000.0 $713K 0.53% -95.0 -8.7% $713.21 -20.8%
45 QTUM ETF SER SOLUTIONS 4,288.0 $709K 0.53% $165.38 -10.4%
46 BA BOEING CO Industrials 3,271.0 $708K 0.53% $216.47 -3.1%
47 CGIE CAPITAL GROUP INTERNATIONAL 18,527.0 $681K 0.51% +534.0 +3.0% $36.78 +3.2%
48 MSFT MICROSOFT CORP Technology 1,747.0 $652K 0.48% +68.0 +4.0% $373.07 +37.6%
49 PEP PEPSICO INC Consumer Defensive 4,715.0 $638K 0.47% -125.0 -2.6% $135.40 +4.2%
50 TTEQ T ROWE PRICE EXCHANGE-TRADED 12,674.0 $565K 0.42% $44.60 -7.0%
51 JPM JPMORGAN CHASE & CO Financial Services 1,711.0 $560K 0.42% $327.33 +9.3%
52 HD HOME DEPOT INC Consumer Cyclical 1,554.0 $548K 0.41% $352.68 -6.4%
53 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 9,296.0 $543K 0.40% -548.0 -5.6% $58.40 +32.1%
54 PSX PHILLIPS 66 Energy 3,075.0 $520K 0.39% $169.05 +44.3%
55 GNW GENWORTH FINL INC Financial Services 53,750.0 $509K 0.38% $9.47 +5.4%
56 JNJ JOHNSON & JOHNSON Healthcare 1,854.0 $471K 0.35% -10.0 -0.5% $253.93 +5.6%
57 SCHD SCHWAB STRATEGIC TR 13,190.0 $418K 0.31% $31.71 +10.1%
58 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,050.0 $373K 0.28% $92.09 -3.9%
59 FTEC FIDELITY COVINGTON TRUST 1,301.0 $372K 0.28% $285.58 +0.4%
60 TXN TEXAS INSTRS INC Technology 1,235.0 $368K 0.27% $298.07 -13.2%
Page 3 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%