RMR Capital Management, LLC — 13F Holdings & Portfolio

CIK 2032709 · latest 13F-HR filed 2026-07-27

RMR Capital Management, LLC manages $145.2M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (17.26%), SGOV (8.43%), GOOGL (4.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 41, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
17822 EAST 17TH ST
SUITE 310
TUSTIN, CA 92780
Phone
(714) 486-1459
Filing Manager
RMR Capital Management, LLC
Tustin, CA
Signatory
David Van Overeem
MANAGING MEMBER
Loading holdings…
AUM

$145.2M

Long-equity book

Holdings

76

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+3 / −2 / ↑41 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$1.2M +24.3%
  • SPDR SERIES TRUST$704.7K +23.7%
  • INVESCO EXCHANGE TRADED FD T$644.0K +13.7%
  • LIQUIDIA CORPORATION$550.5K +196.7%
  • AB ACTIVE ETFS INC$394.8K +9.8%
Show all 41

Top Trims

  • ISHARES TR-$2.4M -16.4%
  • WALMART INC-$303.2K -12.4%
  • MCDONALDS CORP-$244.5K -13.0%
  • COSTCO WHOLESALE CORPORATION-$221.1K -6.1%
  • ABBOTT LABORATORIES-$211.0K -26.0%
Show all 10

New Positions

  • GALLAGHER ARTHUR J & CO$393.7K
  • GLASS HOUSE BRANDS INC$374.4K
  • ISHARES TR$222.5K
Show all 3

Exited Positions

  • COUPANG INC$510.9K
  • FIDELITY WISE ORIGIN BITCOIN$218.9K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $25.1M 17.26% 50,103 SH
2 ISHARES TR SGOV 46436E718 $12.2M 8.43% 121,605 SH
3 ALPHABET INC GOOGL 02079K305 $6.0M 4.11% 16,703 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $5.3M 3.67% 25,080 SH
5 SIXTH STREET SPECIALTY LENDI TSLX 83012A109 $4.9M 3.35% 283,579 SH
6 AB ACTIVE ETFS INC SYFI 00039J830 $4.4M 3.04% 123,615 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.7M 2.58% 5 SH
8 SPDR SERIES TRUST SPSM 78468R853 $3.7M 2.53% 63,792 SH
9 PATHWARD FINANCIAL INC CASH 59100U108 $3.4M 2.34% 39,077 SH
10 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.4M 2.34% 3,627 SH
11 BLACKROCK ETF TRUST II BINC 092528603 $3.3M 2.27% 62,992 SH
12 ST JOE CO JOE 790148100 $2.7M 1.85% 42,964 SH
13 ISHARES TR PFF 464288687 $2.7M 1.84% 87,427 SH
14 VANGUARD INDEX FDS VOE 922908512 $2.6M 1.76% 12,967 SH
15 VANGUARD INDEX FDS VBR 922908611 $2.5M 1.72% 10,260 SH
16 RTX CORPORATION RTX 75513E101 $2.5M 1.71% 13,059 SH
17 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.4M 1.67% 29,427 SH
18 ISHARES TR QUAL 46432F339 $2.4M 1.65% 10,920 SH
19 ABBVIE INC ABBV 00287Y109 $2.3M 1.60% 9,212 SH
20 PIMCO ETF TR PYLD 72201R585 $2.2M 1.53% 84,032 SH
21 VANGUARD INDEX FDS VO 922908629 $2.2M 1.50% 27,068 SH
22 JOHNSON & JOHNSON JNJ 478160104 $2.2M 1.48% 8,472 SH
23 WALMART INC WMT 931142103 $2.1M 1.47% 18,834 SH
24 AMERICAN EXPRESS CO AXP 025816109 $2.1M 1.46% 6,260 SH
25 ALPHABET INC GOOG 02079K107 $1.9M 1.28% 5,280 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $1.9M 1.28% 5,677 SH
27 INVESCO EXCHANGE TRADED FD T RPV 46137V258 $1.8M 1.21% 15,388 SH
28 GOLDMAN SACHS GROUP INC GS 38141G104 $1.7M 1.18% 1,696 SH
29 MCDONALDS CORP MCD 580135101 $1.6M 1.12% 6,039 SH
30 SCHWAB CHARLES CORP SCHW 808513105 $1.6M 1.07% 16,845 SH
31 MICROSOFT CORP MSFT 594918104 $1.5M 1.05% 4,107 SH
32 VISA INC V 92826C839 $1.5M 1.03% 4,362 SH
33 APPLE INC AAPL 037833100 $1.4M 1.00% 5,006 SH
34 SKY HARBOUR GROUP CORPORATIO SKYH 83085C107 $1.3M 0.89% 131,468 SH
35 AMAZON COM INC AMZN 023135106 $1.2M 0.84% 5,129 SH
36 SPDR GOLD TR GLD 78463V107 $1.2M 0.82% 3,231 SH
37 GENERAL DYNAMICS CORP GD 369550108 $1.2M 0.82% 3,357 SH
38 ISHARES TR IVV 464287200 $1.1M 0.77% 1,498 SH
39 CSX CORP CSX 126408103 $1.1M 0.76% 23,208 SH
40 ISHARES TR IGLB 464289511 $1.1M 0.74% 21,477 SH
41 FIRST TR EXCHANGE-TRADED ALP FTA 33735J101 $1.1M 0.74% 11,090 SH
42 ALPS ETF TR BFOR 00162Q726 $1.1M 0.73% 11,107 SH
43 ISHARES TR HYBB 46435U473 $883.5K 0.61% 18,890 SH
44 LIQUIDIA CORPORATION LQDA 53635D202 $830.4K 0.57% 10,415 SH
45 NVIDIA CORPORATION NVDA 67066G104 $697.7K 0.48% 3,487 SH
46 BROWN & BROWN INC BRO 115236101 $621.7K 0.43% 9,692 SH
47 ABBOTT LABORATORIES ABT 002824100 $600.1K 0.41% 6,613 SH
48 COCA COLA CO KO 191216100 $565.4K 0.39% 6,957 SH
49 NELNET INC NNI 64031N108 $563.1K 0.39% 4,223 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $560.9K 0.39% 751 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $145.2M 76 0001172661-26-002833
2026-03-31 2026-05-20 $138.5M 75 0001172661-26-002432
2025-12-31 2026-02-12 $139.0M 74 0001172661-26-000665
2025-09-30 2025-11-03 $143.2M 80 0001172661-25-004554