RB Capital Management, LLC

CIK: 0001695582Latest portfolio: $503.4M · Q4 2025

Holdings

194

Total Value

$503.4M

New Positions

193

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
269,970$73.4M14.58%NEW
2
BRK/BBERKSHIRE HATHAWAY INC DEL
45,747$23.0M4.57%NEW
3
NVDANVIDIA CORPORATION
110,353$20.6M4.09%NEW
4
GOOGALPHABET INC
53,090$16.7M3.31%NEW
5
COSTCOSTCO WHSL CORP NEW
16,579$14.3M2.84%NEW
6
MSFTMICROSOFT CORP
28,671$13.9M2.75%NEW
7
SPYSPDR S&P 500 ETF TR
16,239$11.1M2.20%NEW
8
AMZNAMAZON COM INC
46,495$10.7M2.13%NEW
9
GOOGLALPHABET INC
34,142$10.7M2.12%NEW
10
METAMETA PLATFORMS INC
15,984$10.6M2.10%NEW
11
AVGOBROADCOM INC
30,275$10.5M2.08%NEW
12
WFC 7.5 PERP LWELLS FARGO CO NEW
8,138$9.9M1.96%NEW
13
VVISA INC
27,495$9.6M1.92%NEW
14
JPMJPMORGAN CHASE & CO.
28,394$9.1M1.82%NEW
15
BAC 7.25 PERP LBANK AMERICA CORP
6,955$8.7M1.73%NEW
16
JAAAJANUS DETROIT STR TR
147,171$7.4M1.48%NEW
17
ABTABBOTT LABS
51,282$6.4M1.28%NEW
18
CATCATERPILLAR INC
10,282$5.9M1.17%NEW
19
MAMASTERCARD INCORPORATED
10,224$5.8M1.16%NEW
20
CRMSALESFORCE INC
20,818$5.5M1.10%NEW
21
AAPLPUT APPLE 1-16-26@225
20,000$5.4M1.08%NEWPut
22
AMGNAMGEN INC
16,277$5.3M1.06%NEW
23
LLYELI LILLY & CO
4,605$4.9M0.98%NEW
24
CVXCHEVRON CORP NEW
32,269$4.9M0.98%NEW
25
ADXADAMS DIVERSIFIED EQUITY FD
208,462$4.9M0.97%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.1073964291497442e+156T)
Technology0.0% ($7.339320580138651e+115T)
Industrials0.0% ($5.889370224272269e+62T)
Consumer Cyclical0.0% ($1.0732425831992632e+61T)
Healthcare0.0% ($6.425532749483366e+55T)
Unknown0.0% ($2.2994986287074113e+52T)
Real Estate0.0% ($3.916142113281023e+36T)
Communication Services0.0% ($16659106861055037440.0T)
Consumer Defensive0.0% ($1429644204274245376.0T)
Energy0.0% ($4918.3T)
Utilities0.0% ($1018.5T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$503.4M198
Q3 2025Oct 21, 2025$484.5B0
Q2 2025Jul 7, 2025$441.6B177
Q1 2025May 14, 2025$431.1B179
Q4 2024Feb 18, 2025$438.4B190

Fund Information

CIK0001695582
Most Recent FilingFeb 3, 2026
Number of Filings5

RB Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $503.4M across 194 holdings. The largest position is APPLE INC (AAPL), representing 14.6% of the portfolio. Compared to the previous quarter, the fund opened 198 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.