Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

RMR Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

RMR Capital Management, LLC (CIK 2032709) reported $138.5M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($24.0M, 17.35%), SGOV ($14.6M, 10.57%), GOOGL ($4.8M, 3.47%), RSP ($4.7M, 3.39%), TSLX ($4.6M, 3.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$24.0M17.35%50,142Trimmed
2SGOVISHARES TR$14.6M10.57%145,421Trimmed
3GOOGLALPHABET INC$4.8M3.47%16,703Hold
4RSPINVESCO EXCHANGE TRADED FD T$4.7M3.39%24,449Added
5TSLXSIXTH STREET SPECIALTY LENDI$4.6M3.36%252,808Added
6SYFIAB ACTIVE ETFS INC$4.0M2.90%113,177Trimmed
7COSTCOSTCO WHOLESALE CORPORATION$3.6M2.61%3,627Hold
8BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M2.59%5Hold
9CASHPATHWARD FINANCIAL INC$3.5M2.52%39,077Added
10SPSMSPDR SERIES TRUST$3.0M2.15%61,551Added
11BINCBLACKROCK ETF TRUST II$2.9M2.11%56,127Trimmed
12JOEST JOE CO$2.7M1.96%43,264Trimmed
13PFFISHARES TR$2.7M1.92%87,865Trimmed
14RTXRTX CORPORATION$2.5M1.82%13,059Hold
15WMTWALMART INC$2.4M1.76%19,604Hold
16VOEVANGUARD INDEX FDS$2.4M1.70%12,798Added
17VCITVANGUARD SCOTTSDALE FDS$2.3M1.66%27,700Trimmed
18VBRVANGUARD INDEX FDS$2.2M1.59%10,129Added
19JNJJOHNSON & JOHNSON$2.1M1.50%8,472Hold
20QUALISHARES TR$2.0M1.48%10,678Trimmed
21ABBVABBVIE INC$2.0M1.45%9,212Hold
22VOVANGUARD INDEX FDS$1.9M1.38%6,644Added
23AXPAMERICAN EXPRESS CO$1.9M1.37%6,260Hold
24MCDMCDONALDS CORP$1.9M1.36%6,039Hold
25PYLDPIMCO ETF TR$1.9M1.35%71,316Trimmed

Source: SEC Form 13F filings · as of 2026-03-31