RM Financial Services, LLC
CIK 2109852 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $134.6M
- पोजीशन
- 79
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #7721 · शीर्ष 81.8%
पोर्टफोलियो मूल्य QoQ: +16.1% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 51.39%
- शीर्ष 25 होल्डिंग्स का भार
- 76.44%
- 1% से ऊपर की स्थितियाँ
- 26
- स्थितियों की प्रभावी संख्या
- 27.8
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 0.94% अनुमानित। खरीदें $12934983 · बेचें $1174313
- नई स्थितियाँ
- 6
- बढ़ाया
- 21
- घटा हुआ
- 20
- बंद
- 2
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
8.5%
Industrials
3.1%
Energy
2.4%
Communication Services
2.1%
Financial Services
2.0%
Communications
1.8%
Retail
1.5%
Consumer Discretionary
1.3%
Logistics & Transportation
1.2%
Healthcare
1.2%
Consumer products
1.0%
Real Estate
1.0%
Consumer Staples
1.0%
Financials
0.8%
अन्य/अनमैप्ड
71.2%
पूर्ण पोर्टफोलियो 79 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| CGDG | $12002241 | 8.92% | 319974 | $957955 | ऊपर ×1 | ||
| CGCV | $9297405 | 6.91% | 283285 | $922047 | ऊपर ×1 | ||
| GLDM | $9195883 | 6.83% | 115788 | $-1489513 | ऊपर ×2 | ||
| PPA | $7616637 | 5.66% | 43117 | $1722008 | ऊपर ×2 | ||
| CGVV | $7085432 | 5.26% | 229302 | $2072161 | ऊपर ×2 | ||
| CGDV | $6285667 | 4.67% | 127550 | $1223109 | ऊपर ×2 | ||
| SLV | $5033773 | 3.74% | 94142 | $-1319192 | ऊपर ×1 | ||
| AAPL Apple Inc. - Common Stock | $4395130 | 3.27% | 15189 | $476842 | नीचे ×2 | ||
| RSPU | $4131684 | 3.07% | 50927 | $44268 | ऊपर ×2 | ||
| KBWP Invesco KBW Property & Casualty Insurance ETF | $4123019 | 3.06% | 32525 | $337107 | ऊपर ×2 | ||
| VTI | $3968679 | 2.95% | 10725 | $629689 | ऊपर ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $3638136 | 2.70% | 5032 | $1914831 | नीचे ×2 | ||
| VOE | $3414923 | 2.54% | 17282 | ऊपर ×1 | |||
| CGXU | $2453485 | 1.82% | 70869 | $1196710 | ऊपर ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2300184 | 1.71% | 2160 | $746531 | नीचे ×2 | ||
| VYM | $2182710 | 1.62% | 13812 | $376630 | ऊपर ×2 | ||
| AKRE | $2072176 | 1.54% | 38958 | $-48959 | नीचे ×1 | ||
| VGT | $2053354 | 1.53% | 17180 | $649541 | ऊपर ×2 | ||
| V Visa Inc. | $1922937 | 1.43% | 5605 | $219948 | नीचे ×1 | ||
| XLG | $1810663 | 1.35% | 29572 | $175172 | नीचे ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1697150 | 1.26% | 4749 | $331528 | |||
| UPS United Parcel Service, Inc. Common Stock | $1615231 | 1.20% | 15025 | $137295 | ऊपर ×2 | ||
| COP ConocoPhillips Common Stock | $1550771 | 1.15% | 14917 | $-418273 | |||
| VIG | $1547495 | 1.15% | 6540 | $231758 | ऊपर ×2 | ||
| CGUS | $1488138 | 1.11% | 33456 | $309130 | ऊपर ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $1378236 | 1.02% | 8113 | $340008 | नीचे ×1 | ||
| CGGG | $1275899 | 0.95% | 44534 | $102606 | नीचे ×1 | ||
| TCAF | $1202709 | 0.89% | 29263 | $206652 | ऊपर ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1187077 | 0.88% | 1612 | ऊपर ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1118570 | 0.83% | 7628 | $-4162 | नीचे ×2 | ||
| JPST | $1083614 | 0.81% | 21428 | $-857 | |||
| ORCL Oracle Corporation Common Stock | $1083151 | 0.80% | 7391 | $-18850 | नीचे ×2 | ||
| IRT Independence Realty Trust, Inc. Common Stock | $1071915 | 0.80% | 64225 | $40425 | नीचे ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1031299 | 0.77% | 8780 | $350059 | |||
| PII Polaris Inc. Common Stock | $953095 | 0.71% | 13926 | $186280 | नीचे ×2 | ||
| IBM International Business Machines Corporation Common Stock | $859097 | 0.64% | 3055 | $97508 | नीचे ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $829344 | 0.62% | 6066 | $-308905 | नीचे ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $829185 | 0.62% | 3479 | $104614 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $780859 | 0.58% | 2210 | $146898 | |||
| NLR | $770455 | 0.57% | 6643 | $35246 | ऊपर ×2 | ||
| CALM Cal-Maine Foods, Inc. - Common Stock | $745502 | 0.55% | 9254 | $-6106 | नीचे ×2 | ||
| TPR Tapestry, Inc. Common Stock | $737023 | 0.55% | 5035 | $26534 | |||
| MA Mastercard Incorporated Common Stock | $724690 | 0.54% | 1411 | $19670 | |||
| CMI Cummins Inc. Common Stock | $713210 | 0.53% | 1000 | $124078 | नीचे ×2 | ||
| QTUM Defiance Quantum ETF | $709149 | 0.53% | 4288 | $251300 | ऊपर ×2 | ||
| BA Boeing Company (The) Common Stock | $708073 | 0.53% | 3271 | $57046 | |||
| CGIE | $681423 | 0.51% | 18527 | $72900 | ऊपर ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $651761 | 0.48% | 1747 | $30177 | ऊपर ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $638411 | 0.47% | 4715 | $-113193 | नीचे ×2 | ||
| TTEQ T. Rowe Price Technology ETF | $565260 | 0.42% | 12674 | $181784 | |||
| JPM JP Morgan Chase & Co. Common Stock | $560062 | 0.42% | 1711 | $56754 | |||
| HD Home Depot, Inc. (The) Common Stock | $548065 | 0.41% | 1554 | $36970 | |||
| BTCO | $542886 | 0.40% | 9296 | $-121289 | नीचे ×1 | ||
| PSX Phillips 66 Common Stock | $519829 | 0.39% | 3075 | $-40375 | |||
| GNW Genworth Financial Inc Common Stock | $509013 | 0.38% | 53750 | $72563 | |||
| JNJ Johnson & Johnson Common Stock | $470788 | 0.35% | 1854 | $15051 | नीचे ×2 | ||
| SCHD | $418255 | 0.31% | 13190 | $13586 | |||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $372965 | 0.28% | 4050 | $-891 | |||
| FTEC | $371540 | 0.28% | 1301 | $100867 | |||
| TXN Texas Instruments Incorporated - Common Stock | $368116 | 0.27% | 1235 | $128353 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $366139 | 0.27% | 650 | $-5746 | |||
| CAH Cardinal Health, Inc. Common Stock | $345650 | 0.26% | 1455 | $38194 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $303397 | 0.23% | 712 | $48736 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $296386 | 0.22% | 563 | $-19958 | |||
| CVX Chevron Corporation Common Stock | $295817 | 0.22% | 1785 | $-75795 | नीचे ×1 | ||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $292693 | 0.22% | 2000 | $36208 | |||
| QQQM Invesco NASDAQ 100 ETF | $289639 | 0.22% | 956 | $62474 | |||
| GDX GDX | $258039 | 0.19% | 3420 | $-55814 | |||
| MCHP Microchip Technology Incorporated - Common Stock | $248246 | 0.18% | 2722 | ऊपर ×1 | |||
| TCHP | $244439 | 0.18% | 4880 | $28841 | |||
| ABBV AbbVie Inc. Common Stock | $226224 | 0.17% | 899 | ||||
| SPY SPY | $221044 | 0.16% | 296 | ||||
| O Realty Income Corporation Common Stock | $217356 | 0.16% | 3508 | $2737 | |||
| WMT Walmart Inc. - Common Stock | $216327 | 0.16% | 1910 | $-21048 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $214778 | 0.16% | 1700 | $-22151 | |||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $213786 | 0.16% | 900 | $4977 | |||
| GLW Corning Incorporated Common Stock | $210730 | 0.16% | 825 | ऊपर ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $208835 | 0.16% | 1829 | $-8121 | |||
| CGEN Compugen Ltd. - Ordinary Shares | $24781 | 0.02% | 11580 | $116 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।