R.m.sincerbeaux Capital Management LLC holds a focused book of 39 stocks worth $188.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Fedex FGHT Hldg Co Inc and trimmed Visa Inc-Class A Shares. Their largest long position is Williams Cos Inc at 10% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1426774/holdings"
Use Arkolith to show R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +29.7%, a 6.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning R.m.sincerbeaux Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as R.m.sincerbeaux Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41 / 39 | $6.9B |
| Swiss Life Asset Management Ltd | 41 / 39 | $6.3B |
| TD Waterhouse Canada Inc. | 41 / 39 | $5.4B |
| Police & Firemen's Retirement System of New Jersey | 41 / 39 | $2.7B |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 41 / 39 | $2.2B |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 41 / 39 | $2.2B |
| YOUSIF CAPITAL MANAGEMENT, LLC | 41 / 39 | $1.9B |
| Ethic Inc. | 41 / 39 | $1.7B |
Ranked by how many of R.m.sincerbeaux Capital Management LLC's top 39 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Williams Cos Inc COM | $19.0M | 255.7K | 10.1% | —Held | |
| 2 | Visa Inc COM CL A | $18.7M | 54.4K | 9.9% | ▼−1.6% Reduced · −900 sh | |
| 3 | Microsoft Corp COM | $15.7M | 42.0K | 8.3% | ▲+3.0% Added · +1K sh | |
| 4 | Abbvie Inc COM | $13.9M | 55.4K | 7.4% | —Held | |
| 5 | Kinder Morgan Inc Del COM | $12.2M | 382.1K | 6.5% | —Held | |
| 6 | Goldman Sachs Group Inc COM | $11.0M | 10.9K | 5.8% | —Held | |
| 7 | JPMorgan Chase & Co COM | $9.8M | 29.9K | 5.2% | —Held | |
| 8 | Qualcomm Inc COM | $9.5M | 51.6K | 5.1% | ▼−3.8% Reduced · −2K sh | |
| 9 | Bank Of Amer Corp COM | $9.4M | 165.6K | 5.0% | —Held | |
| 10 | Automatic Data Processing In COM | $8.4M | 37.6K | 4.5% | —Held | |
| 11 | Analog Devices Inc COM | $5.7M | 14.4K | 3.0% | —Held | |
| 12 | Boeing Co COM | $5.0M | 22.9K | 2.6% | —Held | |
| 13 | Cisco Sys Inc COM | $4.6M | 39.4K | 2.5% | —Held | |
| 14 | Ebay Inc. COM | $4.2M | 37.8K | 2.2% | ▼−0.5% Reduced · −200 sh | |
| 15 | Amazon Com Inc COM | $4.2M | 17.7K | 2.2% | —Held | |
| 16 | PayPal Hldgs Inc COM | $4.1M | 94.2K | 2.2% | —Held | |
| 17 | Home Depot Inc COM | $3.1M | 8.8K | 1.7% | —Held | |
| 18 | Wyndham Hotels & Resorts Inc COM | $2.8M | 33.4K | 1.5% | —Held | |
| 19 | Coca Cola Co COM | $2.8M | 34.5K | 1.5% | —Held | |
| 20 | Travel Plus Leisure Co COM | $2.5M | 32.6K | 1.3% | —Held | |
| 21 | Citigroup Inc COM NEW | $2.5M | 17.7K | 1.3% | —Held | |
| 22 | Walmart Inc COM | $2.3M | 20.5K | 1.2% | —Held | |
| 23 | Fedex Corp COM | $2.0M | 6.4K | 1.1% | —Held | |
| 24 | Pfizer Inc COM | $1.9M | 77.0K | 1.0% | —Held | |
| 25 | Philip Morris Intl Inc COM | $1.8M | 9.8K | 0.9% | —Held | |
| 26 | Broadridge Finl Solutions In COM | $1.8M | 12.9K | 0.9% | —Held | |
| 27 | Altria Group Inc COM | $1.5M | 21.0K | 0.8% | —Held | |
| 28 | Oneok Inc New COM | $1.2M | 13.9K | 0.6% | —Held | |
| 29 | International Business Machs COM | $1.2M | 4.3K | 0.6% | ▼−6.6% Reduced · −300 sh | |
| 30 | Abbott Laboratories COM | $1.0M | 11.4K | 0.6% | —Held | |
| 31 | Linde PLC SHS | $830K | 1.6K | 0.4% | —Held | |
| 32 | Chevron Corporation COM | $633K | 3.8K | 0.3% | —Held | |
| 33 | ConocoPhillips COM | $541K | 5.2K | 0.3% | —Held | |
| 34 | Fedex FGHT Hldg Co Inc COMMON STOCK | $483K | 3.2K | 0.3% | ▲New New position | |
| 35 | Lowes Cos Inc COM | $441K | 2.0K | 0.2% | —Held | |
| 36 | Apple Inc COM | $409K | 1.4K | 0.2% | —Held | |
| 37 | Colgate Palmolive Co COM | $305K | 3.3K | 0.2% | —Held | |
| 38 | Viatris Inc COM | $277K | 17.5K | 0.1% | —Held | |
| 39 | Procter & Gamble Co COM | $255K | 1.7K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 39 | $188.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 38 | $171.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 38 | $178.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 39 | $186.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 38 | $177.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 39 | $169.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 38 | $166.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 37 | $161.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.