Institutions / R.m.sincerbeaux Capital Management LLC

R.m.sincerbeaux Capital Management LLC

CIK 1426774 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$178.74M
Positions
38
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$19.56M40,44510.9%
Visa Incโ€”$19.39M55,28910.8%
Williams Cos Inc/Theโ€”$15.42M256,5238.6%
AbbVie Inc.โ€”$12.66M55,4007.1%
Kinder Morgan, Inc.โ€”$10.56M384,1075.9%
Automatic Data Processing Incโ€”$9.68M37,6505.4%
JPMorgan Chase & Coโ€”$9.62M29,8705.4%
The Goldman Sachs Group, Inc.โ€”$9.54M10,8545.3%
Qualcomm INC/DEโ€”$9.36M54,7005.2%
Bank of America Corp /Deโ€”$9.11M165,5775.1%
The Boeing Companyโ€”$4.98M22,9502.8%
Amazon.com Incโ€”$3.92M17,0002.2%
Analog Devices Incโ€”$3.90M14,3672.2%
Ebay Incโ€”$3.31M38,0001.9%
Cisco Systems, Inc.โ€”$3.17M41,1001.8%
Home Depot, Inc.โ€”$3.03M8,8001.7%
Broadridge Financial Solutions Incโ€”$2.88M12,9001.6%
Walmart Inc.โ€”$2.84M25,5001.6%
PayPal Holdings, Inc.โ€”$2.78M47,7001.6%
Wyndham Hotels & Resorts, Inc.โ€”$2.52M33,4001.4%
Coca Cola Coโ€”$2.41M34,5301.4%
Travel + Leisure Coโ€”$2.30M32,6001.3%
Citigroup Incโ€”$2.07M17,7191.2%
Pfizer Incโ€”$1.92M77,0321.1%
FedEx Corpโ€”$1.85M6,4001.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.