R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC
CIK: 0001426774SEC EDGAR →
Portfolio Value
$178.7M
Holdings
38
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 40,445 | $19.6M | 10.94% |
| 2 | VISA INC | 55,289 | $19.4M | 10.85% |
| 3 | WILLIAMS COS INC | 256,523 | $15.4M | 8.63% |
| 4 | ABBVIE INC | 55,400 | $12.7M | 7.08% |
| 5 | KINDER MORGAN INC DEL | 384,107 | $10.6M | 5.91% |
| 6 | AUTOMATIC DATA PROCESSING IN | 37,650 | $9.7M | 5.42% |
| 7 | JPMORGAN CHASE & CO. | 29,870 | $9.6M | 5.38% |
| 8 | GOLDMAN SACHS GROUP INC | 10,854 | $9.5M | 5.34% |
| 9 | QUALCOMM INC | 54,700 | $9.4M | 5.23% |
| 10 | BANK AMERICA CORP | 165,577 | $9.1M | 5.09% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 5 | $50.4M | 28.2% |
| Technology | 7 | $40.6M | 22.7% |
| Energy | 5 | $28.1M | 15.7% |
| Industrials | 3 | $16.5M | 9.2% |
| Healthcare | 4 | $16.2M | 9.1% |
| Consumer Cyclical | 5 | $12.3M | 6.9% |
| Consumer Defensive | 5 | $7.0M | 3.9% |
| Unknown | 3 | $7.0M | 3.9% |
| Basic Materials | 1 | $682K | 0.4% |