FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.72-0.25%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,870.500.14%
RUT2,789.310.08%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001695582

RB Capital Management, LLC

RENO, NV · File #028-17960

Latest AUM
$503.4M
Positions
198
Top-10 Concentration
52.5%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEPUT APPLE 1-30-26@230AAPL-268,196-$72.9M+$4.8M
EXITEDPUT APPLE 10-17-25@190037833950-20,000-$5.1M$0
ADDNETFLIX INCNFLX+37,950+$3.6M-$2.8M
NEWPUT D-WAVE QUANTUM 1/16/26@24QBTS+80,000+$2.1M$0
EXITEDCHIPOTLE MEXICAN GRILL INC169656105-42,128-$1.7M$0
REDUCEISHARES TR464287655-6,030-$1.5M+$63,217
ADDABBOTT LABSABLZF+10,373+$1.3M-$353,893
ADDVANGUARD INDEX FDS922908363+1,827+$1.1M+$44,694
EXITEDTEXAS INSTRS INC882508104-6,194-$1.1M$0
ADDSERVICENOW INCNOW+4,779+$732,095-$986,478

Sector Allocation

Technology
30.0%$151.2M
Financials
5.6%$28.2M
Industrials
5.3%$26.5M
Healthcare
4.7%$23.5M
Energy
1.6%$8.1M
Real Estate
0.5%$2.7M
Utilities
0.1%$745,441
Materials
0.0%$13,900

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL269,970$73.4M18.80%
2BERKSHIRE HATHAWAY INC DELBRK-A45,747$23.0M5.89%
3NVIDIA CORPORATIONNVDA110,353$20.6M5.27%
4ALPHABET INCGOOG53,090$16.7M4.27%
5COSTCO WHSL CORP NEW22160K10516,579$14.3M3.66%
6MICROSOFT CORPMSFT28,671$13.9M3.55%
7SPDR S&P 500 ETF TRSPY16,239$11.1M2.84%
8AMAZON COM INCAMZN46,495$10.7M2.75%
9ALPHABET INCGOOG34,142$10.7M2.74%
10META PLATFORMS INCMETA15,984$10.6M2.70%
11BROADCOM INCAVGO30,275$10.5M2.68%
12WELLS FARGO CO NEW9497468048,138$9.9M2.53%
13VISA INCV27,495$9.6M2.47%
14JPMORGAN CHASE & CO.VYLD28,394$9.1M2.34%
15BANK AMERICA CORP0605056826,955$8.7M2.23%
16JANUS DETROIT STR TR47103U845147,171$7.4M1.91%
17ABBOTT LABSABLZF51,282$6.4M1.65%
18CATERPILLAR INCCAT10,282$5.9M1.51%
19MASTERCARD INCORPORATEDMA10,224$5.8M1.50%
20SALESFORCE INCCRM20,818$5.5M1.41%