Rmb Capital Management, LLC Top Holdings and 13F Report (2025) About Rmb Capital Management, LLCInvestment ActivityRmb Capital Management, LLC has $5.27 billion in total holdings as of June 30, 2025.Rmb Capital Management, LLC owns shares of 659 different stocks, but just 150 companies or ETFs make up 80% of its holdings.Approximately 22.27% of the portfolio was purchased this quarter.About 4.18% of the portfolio was sold this quarter.This quarter, Rmb Capital Management, LLC has purchased 476 new stocks and bought additional shares in 329 stocks.Rmb Capital Management, LLC sold shares of 86 stocks and completely divested from 24 stocks this quarter.Largest Holdings Microsoft $247,912,908Amazon.com $123,443,054Apple $123,275,632JPMorgan Chase & Co. $121,289,495NVIDIA $102,516,523 Largest New Holdings this Quarter 963320106 - Whirlpool $57,699,109 Holding46654Q575 - J P MORGAN EXCHANGE TRADED F $25,384,367 Holding46435U713 - iShares U.S. Infrastructure ETF $17,611,763 Holding084423102 - W.R. Berkley $15,580,486 Holding550241103 - Lumen Technologies $14,143,699 Holding Largest Purchases this Quarter Microsoft 118,471 shares (about $58.93M)Whirlpool 568,913 shares (about $57.70M)Apple 220,270 shares (about $45.19M)NVIDIA 283,847 shares (about $44.85M)SPDR S&P 500 ETF Trust 63,376 shares (about $39.23M) Largest Sales this Quarter PTC 176,747 shares (about $30.46M)UnitedHealth Group 70,183 shares (about $21.89M)iShares Russell 1000 Growth ETF 26,057 shares (about $11.06M)Microchip Technology 104,679 shares (about $7.37M)COOPER COS INC 88,975 shares (about $6.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRmb Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$247,912,908$58,928,609 ▲31.2%498,4084.7%Computer and TechnologyAMZNAmazon.com$123,443,054$12,859,104 ▲11.6%562,6652.3%Retail/WholesaleAAPLApple$123,275,632$45,192,817 ▲57.9%600,8462.3%Computer and TechnologyJPMJPMorgan Chase & Co.$121,289,495$14,149,330 ▲13.2%418,3702.3%FinanceNVDANVIDIA$102,516,523$44,847,325 ▲77.8%648,8461.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$97,815,209$39,226,353 ▲67.0%158,0351.9%FinanceVVisa$94,819,276$4,760,509 ▲5.3%267,0591.8%Business ServicesSCHXSchwab US Large-Cap ETF$89,925,269$3,879,092 ▼-4.1%3,679,4301.7%ETFIVViShares Core S&P 500 ETF$81,626,640$17,247,365 ▲26.8%131,4651.5%ETFGOOGLAlphabet$75,064,548$10,069,970 ▲15.5%425,9461.4%Computer and TechnologyTYLTyler Technologies$68,379,622$6,760,181 ▲11.0%115,3421.3%Computer and TechnologyGOOGAlphabet$60,815,034$5,722,785 ▲10.4%342,8321.2%Computer and TechnologyWHRWhirlpool$57,699,109$57,699,109 ▲New Holding568,9131.1%Consumer DiscretionaryBKNGBooking$57,199,140$1,817,867 ▼-3.1%9,8801.1%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$54,834,576$906,038 ▲1.7%460,4461.0%ETFDHRDanaher$52,487,776$4,204,878 ▲8.7%265,3301.0%MedicalAMEAMETEK$51,849,011$6,861,640 ▲15.3%286,5221.0%Computer and TechnologyTJXTJX Companies$50,861,249$3,658,262 ▲7.8%411,8661.0%Retail/WholesaleSNPSSynopsys$48,799,567$2,037,887 ▼-4.0%95,1860.9%Computer and TechnologyCRMSalesforce$46,949,937$3,450,707 ▲7.9%171,9240.9%Computer and TechnologyPANWPalo Alto Networks$46,521,609$6,104,204 ▲15.1%227,3340.9%Computer and TechnologyLLYEli Lilly and Company$46,081,884$15,929,685 ▲52.8%59,1150.9%MedicalBRK.BBerkshire Hathaway$44,193,237$18,747,733 ▲73.7%90,9760.8%FinanceCWCurtiss-Wright$41,487,218$1,661,639 ▼-3.9%84,8900.8%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$40,902,928$93,632 ▲0.2%493,6390.8%ManufacturingFICOFair Isaac$40,496,393$6,578,790 ▲19.4%22,1540.8%Computer and TechnologySPGIS&P Global$37,958,519$3,058,279 ▼-7.5%71,9880.7%FinanceIEFAiShares Core MSCI EAFE ETF$36,198,046$15,657,356 ▲76.2%433,6130.7%ETFNDSNNordson$34,833,526$2,122,757 ▲6.5%161,9460.7%IndustrialsADIAnalog Devices$32,278,968$4,797,514 ▲17.5%135,6150.6%Computer and TechnologyPMPhilip Morris International$32,227,958$6,433,420 ▲24.9%175,8070.6%Consumer StaplesWSOWatsco$32,191,486$1,433,059 ▼-4.3%72,8940.6%ConstructionSYKStryker$31,548,322$9,136,790 ▲40.8%79,5960.6%MedicalPGRProgressive$31,438,767$3,403,265 ▼-9.8%117,8100.6%FinanceIBMInternational Business Machines$31,408,315$8,035,357 ▲34.4%106,5490.6%Computer and TechnologyMRKMerck & Co., Inc.$31,337,615$5,264,609 ▲20.2%392,7880.6%MedicalBLACKROCK INC$31,248,693$8,063,468 ▲34.8%29,7820.6%COMEFAiShares MSCI EAFE ETF$30,526,265$14,183,750 ▲86.8%341,4960.6%FinanceRTXRTX$30,450,109$5,524,078 ▲22.2%208,5340.6%AerospaceEOGEOG Resources$29,951,419$9,051,247 ▲43.3%250,4090.6%EnergyMETAMeta Platforms$29,929,299$25,939,119 ▲650.1%40,5490.6%Computer and TechnologyCRSCarpenter Technology$28,588,883$2,390,399 ▼-7.7%103,4410.5%Basic MaterialsMPWRMonolithic Power Systems$28,505,126$1,444,187 ▲5.3%38,9230.5%Computer and TechnologyCMCSAComcast$28,374,233$5,166,450 ▲22.3%795,0190.5%Consumer DiscretionaryCRWDCrowdStrike$28,291,360$2,856,741 ▲11.2%55,5480.5%Computer and TechnologySCHFSchwab International Equity ETF$28,163,363$132,136 ▼-0.5%1,274,3600.5%ETFFRTFederal Realty Investment Trust$27,610,891$6,984,509 ▲33.9%290,6720.5%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$27,079,141$2,641,529 ▲10.8%428,8740.5%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$25,696,589$449,165 ▼-1.7%916,0990.5%ETFJ P MORGAN EXCHANGE TRADED F$25,384,367$25,384,367 ▲New Holding505,7660.5%MORTGAGE BACKEDEXPEagle Materials$25,346,323$384,737 ▲1.5%125,3030.5%ConstructionEGPEastGroup Properties$24,355,867$681,882 ▲2.9%144,9460.5%FinanceAVGOBroadcom$24,069,531$7,627,251 ▲46.4%87,3190.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$23,197,654$3,978,043 ▲20.7%212,2580.4%ETFIWBiShares Russell 1000 ETF$22,799,774$9,711,034 ▲74.2%67,1430.4%ETFKMIKinder Morgan$21,956,477$2,639,738 ▲13.7%746,8190.4%EnergyMSMorgan Stanley$21,919,178$3,494,611 ▲19.0%155,6090.4%FinanceRRCRange Resources$21,732,241$184,560 ▲0.9%534,3560.4%EnergyWCLDWisdomTree Cloud Computing Fund$21,646,831$2,580,105 ▲13.5%598,9720.4%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$21,556,387$5,438,963 ▲33.7%37,9330.4%ETFSCHDSchwab US Dividend Equity ETF$21,357,756$1,875,352 ▲9.6%805,9530.4%ETFMAMastercard$20,903,812$4,596,029 ▲28.2%37,2000.4%Business ServicesSYBTStock Yards Bancorp$20,822,869$496,838 ▲2.4%262,9900.4%FinanceIPInternational Paper$20,787,957$4,614,015 ▲28.5%443,9030.4%Basic MaterialsHUBBHubbell$20,481,719$3,884,788 ▲23.4%50,1500.4%IndustrialsRBCRBC Bearings$20,436,988$342,085 ▲1.7%53,1110.4%IndustrialsAITApplied Industrial Technologies$20,256,358$505,578 ▲2.6%87,1430.4%IndustrialsJNJJohnson & Johnson$20,032,964$5,835,648 ▲41.1%131,1490.4%MedicalEQIXEquinix$19,890,513$3,165,141 ▼-13.7%25,0050.4%FinanceKAIKadant$19,562,019$3,813,549 ▼-16.3%61,6220.4%IndustrialsNETCloudflare$19,301,161$683,445 ▼-3.4%98,5610.4%Computer and TechnologyMTBM&T Bank$19,243,722$939,295 ▼-4.7%99,2000.4%FinanceCOOPER COS INC$19,191,613$6,331,453 ▼-24.8%269,6970.4%COMKRESPDR S&P Regional Banking ETF$19,089,148$1,638,863 ▲9.4%321,4210.4%ETFATRAptarGroup$18,117,626$1,330,911 ▼-6.8%115,8190.3%IndustrialsIEXIDEX$18,046,675$4,127,653 ▲29.7%102,7890.3%IndustrialsVIGVanguard Dividend Appreciation ETF$17,945,070$4,935,403 ▲37.9%87,3110.3%ETFIJHiShares Core S&P Mid-Cap ETF$17,632,241$3,607,756 ▲25.7%284,3000.3%ETFIFRAiShares U.S. Infrastructure ETF$17,611,763$17,611,763 ▲New Holding358,0350.3%ETFVGTVanguard Information Technology ETF$17,127,455$3,244,148 ▲23.4%25,8220.3%ETFAFGAmerican Financial Group$17,123,801$223,013 ▲1.3%135,6770.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$17,047,395$1,589,639 ▲10.3%203,5750.3%ManufacturingIDXXIDEXX Laboratories$16,972,480$11,864,914 ▲232.3%31,6450.3%MedicalWSTWest Pharmaceutical Services$16,787,347$781,987 ▲4.9%76,7250.3%MedicalVRSKVerisk Analytics$16,605,020$2,795,382 ▼-14.4%53,3070.3%Business ServicesBJBJ's Wholesale Club$16,598,202$575,059 ▼-3.3%153,9290.3%Consumer StaplesTGTTarget$16,433,300$7,699,034 ▲88.1%166,5820.3%Retail/WholesaleSBCFSeacoast Banking Corporation of Florida$16,261,091$339,035 ▲2.1%588,7440.3%FinanceABTAbbott Laboratories$16,219,522$7,241,742 ▲80.7%119,2520.3%MedicalVZVerizon Communications$15,918,670$1,183,393 ▲8.0%367,8910.3%Computer and TechnologySCHWCharles Schwab$15,725,074$472,533 ▼-2.9%172,3480.3%FinanceWRBW.R. Berkley$15,580,486$15,580,486 ▲New Holding212,0660.3%FinancePOOLPool$15,338,248$250,673 ▲1.7%52,6220.3%Consumer DiscretionaryMMCMarsh & McLennan Companies$15,337,786$434,437 ▲2.9%70,1510.3%FinanceVBTXVeritex$15,327,355$162,916 ▲1.1%587,2550.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$15,280,121$239,915 ▼-1.5%110,1830.3%ETFTCBKTriCo Bancshares$15,207,206$255,695 ▲1.7%375,5790.3%FinanceUSFDUS Foods$15,144,171$566,794 ▲3.9%196,6520.3%Consumer StaplesGLDSPDR Gold Shares$14,851,623$14,458,697 ▲3,679.8%48,7210.3%FinanceIWFiShares Russell 1000 Growth ETF$14,799,259$11,063,355 ▼-42.8%34,8560.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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