RMR Capital Management, LLC

CIK: 0002032709SEC EDGAR →

Portfolio Value

$139.0M

Holdings

73

As of

Q4 2025

New Positions

73

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BERKSHIRE HATHAWAY INC DEL

50,172$25.2M
18.15%
2

ISHARES TR

151,279$15.2M
10.93%
3

ALPHABET INC

16,703$5.2M
3.76%
4

INVESCO EXCHANGE TRADED FD T

23,129$4.4M
3.19%
5

AB ACTIVE ETFS INC

120,062$4.3M
3.10%
6

SIXTH STREET SPECIALTY LENDI

197,718$4.3M
3.09%
7

BERKSHIRE HATHAWAY INC DEL

5$3.8M
2.72%
8

COSTCO WHSL CORP NEW

3,627$3.1M
2.25%
9

BLACKROCK ETF TRUST II

57,264$3.0M
2.17%
10

ISHARES TR

89,031$2.8M
1.98%

Quarterly Changes

Top Buys

$25.2M
SGOVNEW
$15.2M
$5.2M
RSPNEW
$4.4M
SYFINEW
$4.3M

Top Sells

No sells this quarter

New Positions (73)

$25.2M · 50K shares
$15.2M · 151K shares
$5.2M · 17K shares
$4.4M · 23K shares
$4.3M · 120K shares
$4.3M · 198K shares
$3.8M · 5 shares
$3.1M · 4K shares
$3.0M · 57K shares
$2.8M · 89K shares
$2.7M · 38K shares
$2.6M · 56K shares
$2.6M · 43K shares
$2.4M · 13K shares
$2.3M · 28K shares
$2.3M · 6K shares
$2.2M · 20K shares
$2.1M · 11K shares
$2.1M · 9K shares
$2.1M · 10K shares
$2.0M · 11K shares
$2.0M · 4K shares
$1.9M · 72K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.8M · 8K shares
$1.7M · 17K shares
$1.7M · 6K shares
$1.6M · 6K shares
$1.5M · 4K shares
$1.5M · 2K shares
$1.3M · 3K shares
$1.2M · 12K shares
$1.2M · 5K shares
$1.1M · 3K shares
$1.1M · 21K shares
$1.1M · 2K shares
$989K · 8K shares
$964K · 11K shares
$945K · 20K shares
$932K · 11K shares
$842K · 23K shares
$650K · 3K shares
$613K · 8K shares
$613K · 5K shares
$559K · 10K shares
$541K · 24K shares
$524K · 8K shares
$511K · 750 shares
$413K · 1K shares
$399K · 2K shares
$399K · 186 shares
$398K · 2K shares
$393K · 4K shares
$378K · 16K shares
$373K · 4K shares
$348K · 4K shares
$334K · 746 shares
$330K · 2K shares
$327K · 3K shares
$321K · 9K shares
$309K · 8K shares
$294K · 8K shares
$282K · 4K shares
$267K · 1K shares
$258K · 25K shares
$250K · 3K shares
$248K · 396 shares
$248K · 4K shares
$240K · 142 shares
$227K · 399 shares
$212K · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$71.9M51.8%
Unknown5$31.3M22.5%
Communication Services2$7.0M5.1%
Consumer Defensive3$5.8M4.2%
Industrials7$5.6M4.1%
Healthcare4$5.2M3.7%
Technology5$4.8M3.5%
Consumer Cyclical5$4.1M2.9%
Real Estate1$2.6M1.9%
Basic Materials1$559K0.4%