Arkolith/Funds/RMR Capital Management, LLC

RMR Capital Management, LLC

CIK 2032709
Holdings as of Mar 31, 2026·disclosed May 20, 2026·~50-day 13F lag·13F-HR
Active Filer

RMR Capital Management, LLC holds a focused book of 75 stocks worth $138.5M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened Sky Harbour Group Corp and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 17% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
14
existing
Trimmed
22
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
51%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

57% mapped to company sectors

ETF / fund or unclassified
43%
Financials
31%
Information Technology
8%
Consumer Discretionary
7%
Industrials
4%
Health Care
4%
Real Estate
3%
Consumer Staples
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL B NEW
$24.0M50.1K
17.4%
−0.1%
Reduced · −30 sh
2Ishares TR
0-3 MNTH TREASRY
$14.6M145.4K
10.6%
−3.9%
Reduced · −6K sh
3Alphabet Inc
CAP STK CL A
$4.8M16.7K
3.5%
Held
4Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.7M24.4K
3.4%
+5.7%
Added · +1K sh
5Sixth Street Specialty Lendi
COM
$4.6M252.8K
3.4%
+28%
Added · +55K sh
6AB Active Etfs Inc
SHORT DURATION H
$4.0M113.2K
2.9%
−5.7%
Reduced · −7K sh
7Costco Wholesale Corporation
COM
$3.6M3.6K
2.6%
Held
8Berkshire Hathaway Inc Del
CL A
$3.6M5
2.6%
Held
9Pathward Financial Inc
COM
$3.5M39.1K
2.5%
+2.4%
Added · +908 sh
10SPDR Series Trust
STATE STREET SPD
$3.0M61.6K
2.1%
+9.8%
Added · +5K sh
11BlackRock ETF Trust II
ISHARES FLEXIBLE
$2.9M56.1K
2.1%
−2.0%
Reduced · −1K sh
12ST Joe Co
COM
$2.7M43.3K
2.0%
−0.5%
Reduced · −200 sh
13Ishares TR
PFD AND INCM SEC
$2.7M87.9K
1.9%
−1.3%
Reduced · −1K sh
14RTX Corporation
COM
$2.5M13.1K
1.8%
Held
15Walmart Inc
COM
$2.4M19.6K
1.8%
Held
16Vanguard Index FDS
MCAP VL IDXVIP
$2.4M12.8K
1.7%
+12%
Added · +1K sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$2.3M27.7K
1.7%
−0.2%
Reduced · −50 sh
18Vanguard Index FDS
SM CP VAL ETF
$2.2M10.1K
1.6%
+2.0%
Added · +201 sh
19Johnson & Johnson
COM
$2.1M8.5K
1.5%
Held
20Ishares TR
MSCI USA QLT FCT
$2.0M10.7K
1.5%
−0.1%
Reduced · −15 sh
21Abbvie Inc
COM
$2.0M9.2K
1.4%
Held
22Vanguard Index FDS
MID CAP ETF
$1.9M6.6K
1.4%
+15%
Added · +861 sh
23American Express Co
COM
$1.9M6.3K
1.4%
Held
24McDonalds Corp
COM
$1.9M6.0K
1.4%
Held
25Pimco ETF TR
MULTISECTOR BD
$1.9M71.3K
1.3%
−1.0%
Reduced · −707 sh
26JPMorgan Chase & Co
COM
$1.7M5.7K
1.2%
Held
27Alphabet Inc
CAP STK CL C
$1.6M5.7K
1.2%
Held
28Schwab Charles Corp
COM
$1.6M16.8K
1.1%
Held
29Invesco Exchange Traded FD T
S&P500 PUR VAL
$1.5M14.3K
1.1%
+21%
Added · +2K sh
30Apple Inc
COM
$1.5M6.0K
1.1%
Held
31Microsoft Corp
COM
$1.5M4.1K
1.1%
Held
32Goldman Sachs Group Inc
COM
$1.4M1.7K
1.0%
Held
33SPDR Gold TR
GOLD SHS
$1.4M3.2K
1.0%
Held
34Visa Inc
COM CL A
$1.3M4.4K
1.0%
Held
35Sky Harbour Group Corporatio
COM CL A
$1.2M121.5K
0.8%
New
New position
36General Dynamics Corp
COM
$1.2M3.4K
0.8%
Held
37Amazon Com Inc
COM
$1.1M5.1K
0.8%
−3.0%
Reduced · −160 sh
38Ishares TR
10+ YR INVST GRD
$1.1M21.5K
0.8%
~0%
Added · +10 sh
39First TR Exchange-Traded Alp
COM SHS
$1.0M11.2K
0.7%
−0.3%
Reduced · −35 sh
40Ishares TR
CORE S&P500 ETF
$979K1.5K
0.7%
−3.4%
Reduced · −53 sh
41CSX Corp
COM
$954K23.2K
0.7%
Held
42ALPS ETF TR
BARRONS 400 ETF
$938K11.3K
0.7%
−0.2%
Reduced · −27 sh
43Ishares TR
BB RAT CORP BD
$872K18.8K
0.6%
−6.5%
Reduced · −1K sh
44Abbott Laboratories
COM
$811K7.9K
0.6%
Held
45Nvidia Corporation
COM
$611K3.5K
0.4%
+0.5%
Added · +16 sh
46Nelnet Inc
CL A
$564K4.4K
0.4%
−5.2%
Reduced · −240 sh
47SPDR Series Trust
STATE STREET SPD
$533K24.0K
0.4%
Held
48Coca Cola Co
COM
$529K7.0K
0.4%
−7.3%
Reduced · −550 sh
49Coupang Inc
CL A
$511K27.1K
0.4%
+68%
Added · +11K sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$492K860
0.4%
+15%
Added · +110 sh
Showing 50 of 75 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 20, 202675$138.5M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202674$139.0M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202580$143.2M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202573$139.9M13F-HR
Q1 2025Mar 31, 2025May 13, 202579$140.9M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202577$135.5M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202473$121.9M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202468$109.5M13F-HR
Q1 2024Mar 31, 2024Nov 5, 202469$109.3M13F-HR
Q4 2023Dec 31, 2023Nov 5, 202460$87.8M13F-HR

Data source

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.