RMR Capital Management, LLC

CIK
2032709
City
Tustin
State / Country
CA

Top Portfolio Positions

44 positions · $55,011,378 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
16,703 $4,803,114 8.73%
TSLX
Sixth Street Specialty Lending, Inc.
Financial Services
252,808 $4,646,611 8.45%
COST
Costco Wholesale Corp /New
Consumer Defensive
3,627 $3,614,051 6.57%
CASH
Pathward Financial, Inc.
Financial Services
39,077 $3,486,840 6.34%
JOE
ST JOE Co
Real Estate
43,264 $2,716,979 4.94%
RTX
RTX Corp
Industrials
13,059 $2,519,081 4.58%
WMT
Walmart Inc.
Consumer Defensive
19,604 $2,436,385 4.43%
JNJ
Johnson & Johnson
Healthcare
8,472 $2,070,895 3.76%
ABBV
AbbVie Inc.
Healthcare
9,212 $2,003,517 3.64%
AXP
American Express Co
Financial Services
6,260 $1,893,524 3.44%

Holdings in COST

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Report Date Value (USD) Shares
2026-03-31 $3,614,051 3,627