Top 50 RMR Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17.35% | 50.1K | $24.0M | -0.06%(-30) | $353.48(+43.65%) | 2026-03-31 | |
| SGOV | ISHARES TR | 10.57% | 145.4K | $14.6M | -3.87%(-5.86K) | $100.64(-0.20%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.47% | 16.7K | $4.8M | +0.00%(+0) | $138.04(+160.73%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.39% | 24.4K | $4.7M | +5.71%(+1.32K) | $152.93(+40.53%) | 2026-03-31 | |
| TSLX | SIXTH STREET SPECIALTY LENDI | 3.36% | 252.8K | $4.6M | +27.86%(+55.09K) | $20.98(-17.60%) | 2026-03-31 | |
| SYFI | AB ACTIVE ETFS INC | 2.9% | 113.2K | $4.0M | -5.73%(-6.88K) | $35.71(-0.27%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.61% | 3.6K | $3.6M | +0.00%(+0) | $612.52(+55.37%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.59% | 5 | $3.6M | +0.00%(+0) | $537051.00(+41.81%) | 2026-03-31 | |
| CASH | PATHWARD FINANCIAL INC | 2.52% | 39.1K | $3.5M | +2.38%(+908) | $51.19(+73.32%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.15% | 61.6K | $3.0M | +9.80%(+5.49K) | $41.32(+37.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.86% | +36.26% |
| Top 20 Holdings Unweighted | +12.10% | +40.87% |
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