Holdings
RM Financial Services, LLC
As of Jun 30, 2026, RM Financial Services, LLC reported 41 positions worth US$38.2M. Largest: Apple Inc, Applied Materials, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,189 | US$4.4M | −250 | Jun 30, 2026 |
| Applied Materials, Inc. | 5,032 | US$3.64M | −10 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,934 | US$2.48M | −20 | Jun 30, 2026 |
| Caterpillar, Inc. | 2,160 | US$2.3M | −33 | Jun 30, 2026 |
| Visa Inc. | 5,605 | US$1.92M | −30 | Jun 30, 2026 |
| United Parcel Service, Inc. | 15,025 | US$1.62M | +2 | Jun 30, 2026 |
| Conocophillips | 14,917 | US$1.55M | no change | Jun 30, 2026 |
| Arista Networks, Inc. | 8,113 | US$1.38M | −343 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 7,628 | US$1.12M | −145 | Jun 30, 2026 |
| Oracle Corporation | 7,391 | US$1.08M | −100 | Jun 30, 2026 |