Fund HoldingsRB Capital Management, LLC

Total Portfolio Value
$503.43M
Total Bought
$37.33M
Total Sold
$30.79M
Net Transaction
+$6.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PUT APPLE 1-16-26@225(AAPL)(Put)030,000+30,00008,156+8,156
ALPHABET INC(GOOG)53,62053,090-53013,05916,6603.31%+3,600
APPLE INC(AAPL)278,196269,970-8,22670,83773,39414.58%+2,557
D-WAVE QUANTUM INC(QBTS)080,350+80,35002,1010.42%+2,101
ALPHABET INC(GOOG)35,31934,142-1,1778,58610,6862.12%+2,100
PUT D-WAVE QUANTUM 1/16/26@24(QBTS)(Put)080,000+80,00002,092+2,092
ELI LILLY & CO(LLY)04,605+4,60504,9490.98%+4,949
VANGUARD INDEX FDS3,0334,860+1,8271,8583,0480.61%+1,191
CATERPILLAR INC(CAT)10,22310,282+594,8785,8901.17%+1,012
ABBOTT LABS051,282+51,28206,4251.28%+6,425
AMGEN INC(AMGN)16,02016,277+2574,5215,3281.06%+807
NETFLIX INC(NFLX)040,465+40,46503,7940.75%+3,794
AMERICAN EXPRESS CO(AXP)9,60510,703+1,0983,1903,9590.79%+769
SPDR SERIES TRUST
ST STR P500ETF
07,646+7,64606130.12%+613
AMAZON COM INC(AMZN)46,21746,495+27810,14810,7322.13%+584
SAGIMET BIOSCIENCES INC097,000+97,00005740.11%+574
BERKSHIRE HATHAWAY INC DEL44,68145,747+1,06622,46322,9954.57%+532
SPDR GOLD TR(GLD)1,9813,112+1,1317041,2330.24%+529
PUT SAGIMET BIOSCIENCES 1/16/26@5(Put)080,000+80,0000474+474
GOLDMAN SACHS GROUP INC(GS)4,3884,513+1253,4953,9670.79%+472
SALESFORCE INC(CRM)020,818+20,81805,5151.10%+5,515
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
070,402+70,40204,2190.84%+4,219
SPDR S&P 500 ETF TR(SPY)15,96616,239+27310,63611,0732.20%+437
CSX CORP(CSX)9,42720,228+10,8013357330.15%+399
PARKER-HANNIFIN CORP(PH)0413+41303630.07%+363
WALMART INC(WMT)38,22238,367+1453,9394,2740.85%+335
EA SERIES TRUST
BRID OMN SMA ETF
167,958176,495+8,5373,8044,1120.82%+308
DANAHER CORPORATION(DHR)01,344+1,34403080.06%+308
BANK NEW YORK MELLON CORP8,38110,472+2,0919131,2160.24%+303
ZOOM COMMUNICATIONS INC(ZM)22,99325,329+2,3361,8972,1860.43%+289
VISA INC(V)027,495+27,49509,6431.92%+9,643
JPMORGAN CHASE & CO.(JPM)28,11928,394+2758,8699,1491.82%+280
ISHARES BITCOIN TRUST ETF(IBIT)05,431+5,43102700.05%+270
CITIGROUP INC(C)02,157+2,15702520.05%+252
SCHWAB STRATEGIC TR09,713+9,71302440.05%+244
WELLS FARGO CO NEW(WFC)012,927+12,92701,2050.24%+1,205
EXXON MOBIL CORP24,51424,940+4262,7643,0010.60%+237
INVESCO QQQ TR2,2192,553+3341,3321,5690.31%+236
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
12,19418,624+6,4303916160.12%+225
BOOKING HOLDINGS INC(BKNG)266310+441,4341,6580.33%+224
ROCKWELL AUTOMATION INC(ROK)0569+56902210.04%+221
GE AEROSPACE(GE)5,2305,824+5941,5731,7940.36%+221
SONY GROUP CORP(SONY)08,380+8,38002150.04%+215
MEDTRONIC PLC(MDT)02,229+2,22902140.04%+214
US BANCORP DEL(USB)03,991+3,99102130.04%+213
INTUITIVE SURGICAL INC01,689+1,68909570.19%+957
AMERIPRISE FINL INC(AMP)0433+43302120.04%+212
GENERAL DYNAMICS CORP(GD)0621+62102090.04%+209
AGILENT TECHNOLOGIES INC(A)01,514+1,51402060.04%+206
CAPITAL ONE FINL CORP(COF)01,841+1,84104460.09%+446
MCKESSON CORP(MCK)0245+24502010.04%+201
ADAMS DIVERSIFIED EQUITY FD210,594208,462-2,1324,6964,8610.97%+165
GE VERNOVA INC(GEV)1,3981,558+1608601,0180.20%+158
MERCK & CO INC(MRK)04,683+4,68304930.10%+493
APPLIED MATLS INC2,7712,773+25677130.14%+145
BANK AMERICA CORP44,66044,467-1932,3042,4460.49%+142
OREILLY AUTOMOTIVE INC(ORLY)6,2868,918+2,6326788130.16%+136
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
67,79969,393+1,5942,6152,7470.55%+132
ASTRAZENECA PLC(AZN)11,09210,686-4068519820.20%+131
BROADCOM INC(AVGO)31,36230,275-1,08710,34710,4782.08%+131
ISHARES SILVER TR(SLV)5,8505,85002483770.07%+129
JOHNSON & JOHNSON(JNJ)10,81610,302-5142,0062,1320.42%+126
COCA COLA CO(KO)035,093+35,09302,4530.49%+2,453
MASTERCARD INCORPORATED(MA)10,05010,224+1745,7175,8371.16%+120
ON HLDG AG(ONON)034,091+34,09101,5850.31%+1,585
CISCO SYS INC(CSCO)08,968+8,96806910.14%+691
CBOE GLOBAL MKTS INC(CBOE)4,5814,873+2921,1241,2230.24%+99
PALANTIR TECHNOLOGIES INC(PLTR)6,8877,595+7081,2561,3500.27%+94
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
23,23223,285+531,0711,1620.23%+90
TJX COS INC NEW(TJX)9,1329,148+161,3201,4050.28%+85
BLACK DIAMOND THERAPEUTICS I035,000+35,0000850.02%+85
PROLOGIS INC.(PLD)5,1855,284+995946750.13%+81
LOWES COS INC(LOW)1,2131,595+3823053850.08%+80
INTERNATIONAL BUSINESS MACHS(IBM)01,292+1,29203830.08%+383
RTX CORPORATION(RTX)8,5988,245-3531,4391,5120.30%+73
BLACKSTONE INC(BX)2,9063,696+7904975700.11%+73
CME GROUP INC(CME)02,509+2,50906850.14%+685
TESLA INC(TSLA)2,6492,778+1291,1781,2490.25%+71
ROYCE SMALL CAP TRUST INC(RVT)165,823170,498+4,6752,6752,7450.55%+70
CUMMINS INC(CMI)678680+22863470.07%+61
ISHARES TR2,4722,473+13574170.08%+60
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
20,71521,042+3277398000.16%+60
MORGAN STANLEY(MS)1,9982,129+1313183780.08%+60
UBER TECHNOLOGIES INC(UBER)22,10327,214+5,1112,1652,2240.44%+58
HCA HEALTHCARE INC(HCA)3,1723,020-1521,3521,4100.28%+58
BLACKROCK RES & COMMODITIES(BCX)62,29162,186-1056346830.14%+49
ISHARES TR1,9911,953-385405880.12%+48
TRANSMEDICS GROUP INC(TMDX)5,0815,08105706180.12%+48
EQUITY LIFESTYLE PPTYS INC(ELS)06,066+6,06603680.07%+368
LAM RESEARCH CORP(LRCX)1,5591,459-1002092500.05%+41
FERRARI N V
COM
0863+86303190.06%+319
DEERE & CO(DE)02,482+2,48201,1550.23%+1,155
LOEWS CORP(L)6,0006,00006026320.13%+30
CHUBB LIMITED
COM
0976+97603050.06%+305
INTEL CORP(INTC)6,3836,38302142360.05%+21
FORD MTR CO(F)022,267+22,26702920.06%+292
LAMAR ADVERTISING CO NEW(LAMR)01,964+1,96402490.05%+249
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
03,115+3,11502310.05%+231
PROSHARES TR
S&P 500 DV ARIST
3,0573,191+1343153320.07%+17
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
08,796+8,79604100.08%+410
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