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 (2026-06-30)

RMR Capital Management, LLC (CIK 2032709) reported $145.2M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($25.1M, 17.26%), SGOV ($12.2M, 8.43%), GOOGL ($6.0M, 4.11%), RSP ($5.3M, 3.67%), TSLX ($4.9M, 3.35%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$25.1M17.26%50,103Trimmed
2SGOVISHARES TR$12.2M8.43%121,605Trimmed
3GOOGLALPHABET INC$6.0M4.11%16,703Hold
4RSPINVESCO EXCHANGE TRADED FD T$5.3M3.67%25,080Added
5TSLXSIXTH STREET SPECIALTY LENDI$4.9M3.35%283,579Added
6SYFIAB ACTIVE ETFS INC$4.4M3.04%123,615Added
7BRK/ABERKSHIRE HATHAWAY INC DEL$3.7M2.58%5Hold
8SPSMSPDR SERIES TRUST$3.7M2.53%63,792Added
9CASHPATHWARD FINANCIAL INC$3.4M2.34%39,077Hold
10COSTCOSTCO WHOLESALE CORPORATION$3.4M2.34%3,627Hold
11BINCBLACKROCK ETF TRUST II$3.3M2.27%62,992Added
12JOEST JOE CO$2.7M1.85%42,964Trimmed
13PFFISHARES TR$2.7M1.84%87,427Trimmed
14VOEVANGUARD INDEX FDS$2.6M1.76%12,967Added
15VBRVANGUARD INDEX FDS$2.5M1.72%10,260Added
16RTXRTX CORPORATION$2.5M1.71%13,059Hold
17VCITVANGUARD SCOTTSDALE FDS$2.4M1.67%29,427Added
18QUALISHARES TR$2.4M1.65%10,920Added
19ABBVABBVIE INC$2.3M1.60%9,212Hold
20PYLDPIMCO ETF TR$2.2M1.53%84,032Added
21VOVANGUARD INDEX FDS$2.2M1.50%27,068Added
22JNJJOHNSON & JOHNSON$2.2M1.48%8,472Hold
23WMTWALMART INC$2.1M1.47%18,834Trimmed
24AXPAMERICAN EXPRESS CO$2.1M1.46%6,260Hold
25JPMJPMORGAN CHASE & CO$1.9M1.28%5,677Hold

Source: SEC Form 13F filings · as of 2026-06-30