R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC
Filing Date
Global Rank
#4,214
/ 8,232
▲ 137
Top Industry
Oil & Gas Midstream
19.1%
3Y Alpha vs SPY
-0.1%
Period ended 2 months ago
Filed May 12, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.7%
SPY
+76.3%
Annualised alpha
+0.1%
Max drawdown
−16.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.9%
−0.1 pts
Top 5
43.9%
+0.5 pts
Top 10
67.6%
−2.3 pts
HHI
562
Diversified−21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 28.6% | $49,021,536 |
| Technology | 23.8% | $40,862,913 |
| Energy | 19.9% | $34,159,442 |
| Healthcare | 9.1% | $15,621,714 |
| Consumer Cyclical | 9.0% | $15,480,607 |
| Consumer Defensive | 5.1% | $8,719,357 |
| Industrials | 4.0% | $6,847,290 |
| Basic Materials | 0.5% | $793,216 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −5,000 | 20,500 | $2,547,740 | |
| KMI | Kinder Morgan, Inc. | −2,000 | 382,107 | $12,812,047 | |
| CSCO | Cisco Systems, Inc. | −1,700 | 39,400 | $3,057,046 | |
| QCOM | Qualcomm Inc/De | −1,000 | 53,700 | $6,915,486 | |
| WMB | Williams Companies, Inc. | −800 | 255,723 | $18,611,519 | |
| CVX | Chevron Corp | −100 | 3,816 | $789,530 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
38 positions ·
$171,506,075 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 255,723 | $18,611,519 | 10.85% | |
| V |
Visa Inc.
Financial Services
|
Held | 55,289 | $16,710,547 | 9.74% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 40,810 | $15,106,637 | 8.81% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 382,107 | $12,812,047 | 7.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 55,400 | $12,048,946 | 7.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 10,854 | $9,182,375 | 5.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 29,870 | $8,786,559 | 5.12% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 165,577 | $8,071,878 | 4.71% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 37,650 | $7,649,727 | 4.46% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 53,700 | $6,915,486 | 4.03% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 14,367 | $4,570,717 | 2.67% | |
| BA |
Boeing Co
Industrials
|
Held | 22,950 | $4,567,738 | 2.66% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 94,200 | $4,260,666 | 2.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 17,700 | $3,686,379 | 2.15% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Held | 38,000 | $3,458,760 | 2.02% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 39,400 | $3,057,046 | 1.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 8,800 | $2,894,232 | 1.69% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
Held | 33,400 | $2,713,082 | 1.58% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 34,530 | $2,626,006 | 1.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 20,500 | $2,547,740 | 1.49% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,400 | $2,279,552 | 1.33% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
Held | 32,600 | $2,255,594 | 1.32% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 77,032 | $2,163,058 | 1.26% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 12,900 | $2,095,992 | 1.22% | |
| C |
Citigroup Inc
Financial Services
|
Held | 17,719 | $2,009,511 | 1.17% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 9,816 | $1,622,977 | 0.95% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 21,032 | $1,387,901 | 0.81% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 13,939 | $1,259,946 | 0.73% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 11,433 | $1,173,826 | 0.68% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 4,573 | $1,108,449 | 0.65% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 1,600 | $793,216 | 0.46% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,816 | $789,530 | 0.46% | |
| COP |
Conocophillips
Energy
|
Held | 5,200 | $686,400 | 0.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 2,000 | $472,560 | 0.28% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,414 | $358,859 | 0.21% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,332 | $283,986 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,736 | $250,747 | 0.15% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 17,460 | $235,884 | 0.14% |