Terminal · Institutions

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

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC (CIK 1426774) reported $188.0M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WMB ($19.0M, 10.11%), V ($18.7M, 9.92%), MSFT ($15.7M, 8.34%), ABBV ($13.9M, 7.41%), KMI ($12.2M, 6.50%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1WMBWILLIAMS COS INC$19.0M10.11%255,723Hold
2VVISA INC$18.7M9.92%54,389Trimmed
3MSFTMICROSOFT CORP$15.7M8.34%42,045Added
4ABBVABBVIE INC$13.9M7.41%55,400Hold
5KMIKINDER MORGAN INC DEL$12.2M6.50%382,107Hold
6GSGOLDMAN SACHS GROUP INC$11.0M5.84%10,854Hold
7JPMJPMORGAN CHASE & CO$9.8M5.20%29,870Hold
8QCOMQUALCOMM INC$9.5M5.08%51,650Trimmed
9BACBANK OF AMER CORP$9.4M5.02%165,577Hold
10ADPAUTOMATIC DATA PROCESSING IN$8.4M4.48%37,650Hold
11ADIANALOG DEVICES INC$5.7M3.03%14,367Hold
12BABOEING CO$5.0M2.64%22,950Hold
13CSCOCISCO SYS INC$4.6M2.46%39,400Hold
14EBAYEBAY INC.$4.2M2.25%37,800Trimmed
15AMZNAMAZON COM INC$4.2M2.24%17,700Hold
16PYPLPAYPAL HLDGS INC$4.1M2.16%94,200Hold
17HDHOME DEPOT INC$3.1M1.65%8,800Hold
18WHWYNDHAM HOTELS & RESORTS INC$2.8M1.50%33,400Hold
19KOCOCA COLA CO$2.8M1.49%34,530Hold
20TNLTRAVEL PLUS LEISURE CO$2.5M1.33%32,600Hold
21CCITIGROUP INC$2.5M1.32%17,719Hold
22WMTWALMART INC$2.3M1.23%20,500Hold
23FDXFEDEX CORP$2.0M1.07%6,400Hold
24PFEPFIZER INC$1.9M0.99%77,032Hold
25BRBROADRIDGE FINL SOLUTIONS IN$1.8M0.94%12,900Hold

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