R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $227,067,889 | Individuals and high net worth (100%) |
| Mar 2025 to Mar 2026 | $230,004,741 | Individuals and high net worth (100%) |
| Apr 2024 to Feb 2025 | $178,039,307 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $183,037,598 | Individuals and high net worth (100%) |
| Apr 2023 | $183,037,598 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $198,142,585 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 69.6%; sector active share 35.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.5% | $55,397,162 |
| Technology | 25.2% | $47,371,230 |
| Energy | 17.9% | $33,611,395 |
| Consumer Cyclical | 9.2% | $17,291,564 |
| Healthcare | 9.1% | $17,110,480 |
| Consumer Defensive | 4.8% | $8,977,191 |
| Industrials | 4.0% | $7,455,218 |
| Basic Materials | 0.4% | $830,304 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,235 | 42,045 | $15,683,625 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDXF | FedEx Freight Holding Company, Inc. | 3,200 | $483,200 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMB |
Williams Companies, Inc.
Energy
|
Held | 255,723 | $19,010,447 | 10.11% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 54,389 | $18,660,322 | 9.92% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 42,045 | $15,683,625 | 8.34% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 55,400 | $13,940,856 | 7.41% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 382,107 | $12,215,960 | 6.50% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 10,854 | $10,977,409 | 5.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 29,870 | $9,777,347 | 5.20% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 51,650 | $9,544,403 | 5.08% | |
| BAC |
Bank Of America Corp
Financial Services
|
Held | 165,577 | $9,434,577 | 5.02% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 37,650 | $8,431,717 | 4.48% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 14,367 | $5,706,141 | 3.03% | |
| BA |
Boeing Co
Industrials
|
Held | 22,950 | $4,967,986 | 2.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 39,400 | $4,627,924 | 2.46% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 37,800 | $4,224,150 | 2.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 17,700 | $4,218,618 | 2.24% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 94,200 | $4,067,556 | 2.16% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 8,800 | $3,103,584 | 1.65% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
Held | 33,400 | $2,812,614 | 1.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 34,530 | $2,806,253 | 1.49% | |
| TNL |
Travel & Leisure Co.
Consumer Cyclical
|
Held | 32,600 | $2,491,618 | 1.33% | |
| C |
Citigroup Inc
Financial Services
|
Held | 17,719 | $2,479,951 | 1.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 20,500 | $2,321,830 | 1.23% | |
| FDX |
Fedex Corp
Industrials
|
Held | 6,400 | $2,004,032 | 1.07% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 77,032 | $1,854,930 | 0.99% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 9,816 | $1,775,812 | 0.94% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 12,900 | $1,766,655 | 0.94% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 21,032 | $1,513,252 | 0.80% | |
| OKE |
Oneok Inc
Energy
|
Held | 13,939 | $1,211,856 | 0.64% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,273 | $1,201,610 | 0.64% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 11,433 | $1,037,430 | 0.55% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 1,600 | $830,304 | 0.44% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,816 | $632,540 | 0.34% | |
| COP |
Conocophillips
Energy
|
Held | 5,200 | $540,592 | 0.29% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 3,200 | $483,200 | 0.26% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 2,000 | $440,980 | 0.23% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,414 | $409,155 | 0.22% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 3,332 | $305,477 | 0.16% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 17,460 | $277,264 | 0.15% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,736 | $254,567 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.