Rmr Capital Management, LLC Portfolio Holdings

Rmr Capital Management, LLC

  • $135 Billion
  • Q4 2024

Rmr Capital Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $24.3B, Ishares Trishares 0 3 Mnth Tre with a value of $15.4B, Sixth Street Specialty Lending, Inc. with a value of $5.2B, Ab Active Etfs Inc with a value of $4.22B, and Invesco S&P 500 Equal Weight E with a value of $4.14B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $122B to 135B.

Rmr Capital Management, LLC is based out at Tustin, CA

Below you can find more details about Rmr Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $49.7 Billion
Financial Services: $45.4 Billion
Consumer Defensive: $6.27 Billion
Technology: $5 Billion
Consumer Cyclical: $4.61 Billion
Communication Services: $4.59 Billion
Industrials: $4.54 Billion
Healthcare: $4.12 Billion
Other: $2.52 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456M
$6.09 Million 0.0% of portfolio
11,629
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $135 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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