Retirement Management Systems Inc.
Retirement Management Systems Inc. reported 55 holdings worth US$488M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Retirement Management Systems Inc. reported 55 holdings worth US$488M as of Jun 30, 2026. Largest: Welltower Inc., Ventas, Inc. and Nvidia Corporation. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$488M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Welltower Inc. | 20,729 | US$4.7M | 0.96% |
| Ventas, Inc. | 52,718 | US$4.68M | 0.96% |
| Nvidia Corporation | 9,184 | US$1.84M | 0.38% |
| Curtiss-wright Corporation | 964 | US$730K | 0.15% |
| Berkshire Hathaway Inc. | 982 | US$491K | 0.10% |
| Apple Inc | 1,319 | US$382K | 0.08% |
| Advanced Micro Devices Inc | 610 | US$354K | 0.07% |
| Ge Aerospace | 553 | US$207K | 0.04% |