RB Capital Management, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, RB Capital Management, LLC maintained a portfolio of 205 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 0.3%. The fund also reduced its exposure to CATERPILLAR INC by 9.0%.
PCA Score Concentration Risk
Risk ENB
Total Positions
205
Quarter
2026 Q1
Top Holding
AAPL (14.4%)
Top 10 Concentration
40.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 205
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 14.43% 14.58% #1
Prev: #1
6.5 -2,363 -0.9%
P
S
267,607 $67,916,030
$170.96 +49.6%
$253.56 +0.8%
2016 Q4 13F Filing 2026-03-31 2026-05-15
BRK/B
BERKSHIRE HATHA...
Financial Services 4.67% 4.57% #2
Prev: #2
3.9 151 0.3%
P
S
45,898 $21,994,119
$212.25 +124.9%
$479.20 -0.4%
2016 Q4 13F Filing 2026-03-31 2026-05-15
NVDA
NVIDIA CORPORAT...
Technology 4.23% 4.09% #3
Prev: #3
3.2 3,888 3.5%
P
S
114,241 $19,923,589
$120.26 +47.5%
$174.40 +1.7%
2017 Q2 13F Filing 2026-03-31 2026-05-15
COST
COSTCO WHOLESAL...
Consumer Defensive 3.50% 2.84% #4 1
Prev: #5
2.4 -39 -0.2%
P
S
16,540 $16,480,869 2016 Q4 13F Filing 2026-03-31 2026-05-15
GOOG
ALPHABET INC
Communication Services 3.17% 3.31% #5 1
Prev: #4
2.3 -1,026 -1.9%
P
S
52,064 $14,935,119 2016 Q4 13F Filing 2026-03-31 2026-05-15
SPY
STATE STR SPDR ...
ETF 2.60% 2.20% #6 1
Prev: #7
3.0 2,577 15.9%
P
S
18,816 $12,236,801 2019 Q3 13F Filing 2026-03-31 2026-05-15
MSFT
MICROSOFT CORP
Technology 2.20% 2.75% #7 1
Prev: #6
1.4 -701 -2.4%
P
S
27,970 $10,353,531 2016 Q4 13F Filing 2026-03-31 2026-05-15
AMZN
AMAZON COM INC
Consumer Cyclical 2.08% 2.13% #8
Prev: #8
1.3 483 1.0%
P
S
46,978 $9,784,159 2017 Q1 13F Filing 2026-03-31 2026-05-15
WFC/PRL
WELLS FARGO & C...
Preferred 2.02% 1.96% #9 3
Prev: #12
1.3 108 1.3%
P
S
8,246 $9,524,705 2016 Q4 13F Filing 2026-03-31 2026-05-15
GOOGL
ALPHABET INC
Communication Services 2.00% 2.12% #10 1
Prev: #9
1.3 -1,479 -4.3%
P
S
32,663 $9,392,640 2016 Q4 13F Filing 2026-03-31 2026-05-15
AVGO
BROADCOM INC
Technology 1.99% 2.08% #11
Prev: #11
1.3 12 0.0%
P
S
30,287 $9,374,249 2017 Q4 13F Filing 2026-03-31 2026-05-15
META
META PLATFORMS ...
Communication Services 1.95% 2.10% #12 2
Prev: #10
1.3 62 0.4%
P
S
16,046 $9,180,430 2016 Q4 13F Filing 2026-03-31 2026-05-15
JPM
JPMORGAN CHASE ...
Financial Services 1.83% 1.82% #13 1
Prev: #14
1.2 865 3.0%
P
S
29,259 $8,606,908 2016 Q4 13F Filing 2026-03-31 2026-05-15
V
VISA INC
Financial Services 1.80% 1.92% #14 1
Prev: #13
1.2 501 1.8%
P
S
27,996 $8,461,486 2016 Q4 13F Filing 2026-03-31 2026-05-15
BAC/PRL
BANK AMERICA CO...
Preferred 1.79% 1.73% #15
Prev: #15
1.2 103 1.5%
P
S
7,058 $8,410,032 2016 Q4 13F Filing 2026-03-31 2026-05-15
JAAA
JANUS DETROIT S...
ETF 1.66% 1.48% #16 1
Prev: #17
2.7 7,959 5.4%
P
S
155,130 $7,813,905 2023 Q4 13F Filing 2026-03-31 2026-05-15
CAT
CATERPILLAR INC
Industrials 1.41% 1.17% #17 2
Prev: #19
1.1 -921 -9.0%
P
S
9,361 $6,632,079 2017 Q2 13F Filing 2026-03-31 2026-05-15
CVX
CHEVRON CORPORA...
Energy 1.40% 0.98% #18 6
Prev: #24
1.1 -321 -1.0%
P
S
31,948 $6,610,083 2016 Q4 13F Filing 2026-03-31 2026-05-15
AMGN
AMGEN INC
Healthcare 1.20% 1.06% #19 3
Prev: #22
1.0 -194 -1.2%
P
S
16,083 $5,658,705 2016 Q4 13F Filing 2026-03-31 2026-05-15
ABT
ABBOTT LABORATO...
Healthcare 1.12% 1.28% #20 2
Prev: #18
0.9 146 0.3%
P
S
51,428 $5,280,090 2016 Q4 13F Filing 2026-03-31 2026-05-15
MA
MASTERCARD INCO...
Financial Services 1.10% 1.16% #21 1
Prev: #20
0.9 145 1.4%
P
S
10,369 $5,180,744 2016 Q4 13F Filing 2026-03-31 2026-05-15
IRM
IRON MTN INC DE...
Real Estate 1.03% 0.78% #22 11
Prev: #33
0.9 147 0.3%
P
S
47,363 $4,837,650 2019 Q3 13F Filing 2026-03-31 2026-05-15
WMT
WALMART INC
Consumer Defensive 1.02% 0.85% #23 4
Prev: #27
0.9 154 0.4%
P
S
38,521 $4,787,440 2018 Q2 13F Filing 2026-03-31 2026-05-15
PEP
PEPSICO INC
Consumer Defensive 1.00% 0.88% #24 2
Prev: #26
0.9 -510 -1.7%
P
S
30,293 $4,704,192 2016 Q4 13F Filing 2026-03-31 2026-05-15
BSVO
EA SERIES TRUST
Unknown 0.98% 0.82% #25 5
Prev: #30
0.9 4,456 2.5%
P
S
180,951 $4,590,717 2023 Q1 13F Filing 2026-03-31 2026-05-15
ADX
ADAMS DIVERSIFI...
Financial Services 0.97% 0.97% #26 1
Prev: #25
0.9 -1,386 -0.7%
P
S
207,076 $4,582,014 2016 Q4 13F Filing 2026-03-31 2026-05-15
SBUX
STARBUCKS CORP
Consumer Cyclical 0.96% 0.85% #27 1
Prev: #28
0.9 -145 -0.3%
P
S
50,422 $4,517,304 2016 Q4 13F Filing 2026-03-31 2026-05-15
LLY
ELI LILLY & CO
Healthcare 0.94% 0.98% #28 5
Prev: #23
0.9 215 4.7%
P
S
4,820 $4,433,471 2016 Q4 13F Filing 2026-03-31 2026-05-15
XOM
EXXON MOBIL COR...
Energy 0.91% 0.60% #29 10
Prev: #39
0.9 349 1.4%
P
S
25,289 $4,290,463 2016 Q4 13F Filing 2026-03-31 2026-05-15
NFLX
NETFLIX INC.
ETF 0.85% 0.75% #30 4
Prev: #34
0.8 958 2.4%
P
S
41,423 $3,982,864 2018 Q2 13F Filing 2026-03-31 2026-05-15
VGIT
VANGUARD SCOTTS...
Bond/Debt 0.83% 0.84% #31 2
Prev: #29
0.8 -4,877 -6.9%
P
S
65,525 $3,901,992 2022 Q2 13F Filing 2026-03-31 2026-05-15
WM
WASTE MGMT INC ...
Industrials 0.83% 0.74% #32 3
Prev: #35
0.8 93 0.6%
P
S
16,945 $3,893,814 2017 Q4 13F Filing 2026-03-31 2026-05-15
GS
GOLDMAN SACHS G...
Financial Services 0.81% 0.79% #33 2
Prev: #31
0.8 18 0.4%
P
S
4,531 $3,833,181 2019 Q4 13F Filing 2026-03-31 2026-05-15
CRM
SALESFORCE INC
Technology 0.80% 1.10% #34 13
Prev: #21
0.8 -669 -3.2%
P
S
20,149 $3,761,161 2016 Q4 13F Filing 2026-03-31 2026-05-15
AXP
AMERICAN EXPRES...
Financial Services 0.73% 0.79% #35 3
Prev: #32
2.3 644 6.0%
P
S
11,347 $3,432,337 2017 Q1 13F Filing 2026-03-31 2026-05-15
ABBV
ABBVIE INC
Healthcare 0.69% 0.67% #36
Prev: #36
0.8 183 1.2%
P
S
14,916 $3,244,129 2016 Q4 13F Filing 2026-03-31 2026-05-15
HD
HOME DEPOT INC
Consumer Cyclical 0.61% 0.64% #37
Prev: #37
0.7 -500 -5.4%
P
S
8,799 $2,894,028 2016 Q4 13F Filing 2026-03-31 2026-05-15
RVT
ROYCE SMALL CAP...
Financial Services 0.60% 0.55% #38 3
Prev: #41
0.7 398 0.2%
P
S
170,896 $2,836,878 2016 Q4 13F Filing 2026-03-31 2026-05-15
LMT
LOCKHEED MARTIN...
Industrials 0.59% 0.45% #39 12
Prev: #51
0.7 -13 -0.3%
P
S
4,624 $2,794,525 2017 Q4 13F Filing 2026-03-31 2026-05-15
DFAC
DIMENSIONAL ETF...
ETF 0.58% 0.55% #40
Prev: #40
0.7 1,032 1.5%
P
S
70,425 $2,736,734 2022 Q2 13F Filing 2026-03-31 2026-05-15
NOC
NORTHROP GRUMMA...
Industrials 0.57% 0.45% #41 9
Prev: #50
0.7 -56 -1.4%
P
S
3,924 $2,677,299 2017 Q3 13F Filing 2026-03-31 2026-05-15
VOO
VANGUARD INDEX ...
ETF 0.56% 0.61% #42 4
Prev: #38
0.7 -422 -8.7%
P
S
4,438 $2,652,008 2016 Q4 13F Filing 2026-03-31 2026-05-15
KO
COCA COLA CO
Consumer Defensive 0.54% 0.49% #43 2
Prev: #45
0.7 -1,818 -5.2%
P
S
33,275 $2,530,567 2016 Q4 13F Filing 2026-03-31 2026-05-15
JNJ
JOHNSON & JOHNS...
Healthcare 0.53% 0.42% #44 11
Prev: #55
0.7 -187 -1.8%
P
S
10,115 $2,472,537 2016 Q4 13F Filing 2026-03-31 2026-05-15
AZO
AUTOZONE INC
Consumer Cyclical 0.49% 0.46% #45 4
Prev: #49
0.7 2 0.3%
P
S
683 $2,307,024 2022 Q1 13F Filing 2026-03-31 2026-05-15
BLK
BLACKROCK INC
Financial Services 0.48% 0.48% #46 1
Prev: #47
0.7 69 3.0%
P
S
2,340 $2,250,783 2024 Q4 13F Filing 2026-03-31 2026-05-15
IWM
ISHARES TR
ETF 0.48% 0.44% #47 6
Prev: #53
0.7 -85 -0.9%
P
S
8,917 $2,236,285 2020 Q1 13F Filing 2026-03-31 2026-05-15
BAC
BANK AMERICA CO...
Financial Services 0.47% 0.49% #48 2
Prev: #46
0.7 763 1.7%
P
S
45,230 $2,204,958 2016 Q4 13F Filing 2026-03-31 2026-05-15
URI
UNITED RENTALS ...
Industrials 0.46% 0.48% #49 1
Prev: #48
0.7 -11 -0.4%
P
S
2,989 $2,177,302 2022 Q3 13F Filing 2026-03-31 2026-05-15
ZM
ZOOM COMMUNICAT...
Technology 0.46% 0.43% #50 4
Prev: #54
2.2 1,568 6.2%
P
S
26,897 $2,162,250 2020 Q2 13F Filing 2026-03-31 2026-05-15
Showing 1-50 of 205 holdings

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