Sign In
test

Shawn D. Young

Rb Capital Management, Llc

Assets Managed
$470.747M
Holdings
187
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-6.49%(2Q avg: -1.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rb Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 187 positions.

Assets under management

The assets under management (AUM) of Rb 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 470.747M in assets, with a quarterly growth rate of -6.49% and a 2-quarter average growth rate of -1.29%. The portfolio is managed by Shawn D. Young, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -10.78%
14.43%
$67.916M
267,607 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.34%
4.68%
$21.994M
45,898 shares@ $479.2 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.53%
4.24%
$19.924M
114,241 shares@ $174.4 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.23%
3.51%
$16.481M
16,540 shares@ $996.43 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.93%
3.18%
$14.935M
52,064 shares@ $286.87 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 15.87%
2.6%
$12.237M
18,816 shares@ $650.35 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.44%
2.2%
$10.354M
27,970 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.04%
2.08%
$9.784M
46,978 shares@ $208.28 avg price
ur-1⤦
Wells Fargo & Co
Recent Activity
Increased 1.33%
2.03%
$9.525M
8,246 shares@ $1155.07 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.33%
2%
$9.393M
32,663 shares@ $287.57 avg price

1-10 of 187