Richard M. Sincerbeaux Sr.

R.m.sincerbeaux Capital Management Llc

Assets Managed

$171.506M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 21d ago

Growth Rate

-4.04%(2Q avg: -3.96%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in R.m.sincerbeaux Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of R.m.sincerbeaux Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.506M in assets, with a quarterly growth rate of -4.04% and a 2-quarter average growth rate of -3.96%. The portfolio is managed by Richard M. Sincerbeaux Sr., and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
WMB Williams Cos Inc Recent Activity Decreased -0.31%	10.86%	$18.612M 255,723 shares@ $72.79 avg price	Decreased -0.31%
V Visa Inc-class A Shares Recent Activity	9.75%	$16.711M 55,289 shares@ $302.24 avg price
MSFT Microsoft Corp Recent Activity Increased 0.91%	8.81%	$15.107M 40,810 shares@ $370.18 avg price	Increased 0.91%
KMI Kinder Morgan Inc Recent Activity Decreased -0.52%	7.48%	$12.812M 382,107 shares@ $33.54 avg price	Decreased -0.52%
ABBV Abbvie Inc Recent Activity	7.03%	$12.049M 55,400 shares@ $217.49 avg price
GS Goldman Sachs Group Inc Recent Activity	5.36%	$9.182M 10,854 shares@ $845.99 avg price
JPM Jpmorgan Chase & Co Recent Activity	5.13%	$8.787M 29,870 shares@ $294.16 avg price
BAC Bank Of America Corp Recent Activity	4.71%	$8.072M 165,577 shares@ $48.76 avg price
ADP Automatic Data Processing Recent Activity	4.47%	$7.65M 37,650 shares@ $203.18 avg price
QCOM Qualcomm Inc Recent Activity Decreased -1.82%	4.04%	$6.915M 53,700 shares@ $128.78 avg price	Decreased -1.82%

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