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Home > Institutional Investor > Rb Capital Management, Llc > Profile

Instuitional Investor - Rb Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Rb Capital Management, Llc
Portfolio Value $438,362,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 285,895 $71,593,892 16.33%
2.
Berkshire Hathaway Inc
 BRK.A 44,738 $20,278,649 4.62%
3.
Costco Wholesale Corp W
 COST 17,104 $15,672,051 3.57%
4.
Nvidia Corp
 NVDA 108,991 $14,636,336 3.33%
5.
Microsoft Corp
 MSFT 25,330 $10,676,678 2.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)