MondegarAI
RMR Capital Management, LLC

Q1 2025 · 13F-HR

RMR Capital Management, LLCholdings as filed

Filed 2025-05-13 · accession 0001172661-25-001782

$140.9M
Reported value
79
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$28.3M20.1%53,218CommonNONE
46436E718SGOVISHARES TR$15.0M10.6%148,595CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$5.4M3.86%243,231CommonNONE
00039J830SYFIAB ACTIVE ETFS INC$4.3M3.03%120,222CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.1M2.94%23,888CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.0M2.83%5CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M2.44%3,632CommonNONE
464288687PFFISHARES TR$3.3M2.36%108,354CommonNONE
02079K305GOOGLALPHABET INC$3.0M2.12%19,363CommonNONE
78468R853SPSMSPDR SER TR$3.0M2.11%73,094CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$2.8M2.00%38,588CommonNONE
922908611VBRVANGUARD INDEX FDS$2.6M1.86%14,071CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.4M1.73%46,472CommonNONE
922908512VOEVANGUARD INDEX FDS$2.4M1.71%15,027CommonNONE
88160R101TSLATESLA INC$2.3M1.65%9,000PUTNONE
46625H100JPMJPMORGAN CHASE & CO.$2.1M1.51%8,679CommonNONE
46432F339QUALISHARES TR$2.1M1.51%12,416CommonNONE
790148100JOEST JOE CO$2.0M1.45%43,584CommonNONE
025816109AXPAMERICAN EXPRESS CO$2.0M1.44%7,558CommonNONE
00287Y109ABBVABBVIE INC$1.9M1.37%9,212CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.9M1.37%23,575CommonNONE
580135101MCDMCDONALDS CORP$1.9M1.34%6,039CommonNONE
931142103WMTWALMART INC$1.8M1.30%20,798CommonNONE
922908629VOVANGUARD INDEX FDS$1.7M1.24%6,760CommonNONE
037833100AAPLAPPLE INC$1.7M1.23%7,832CommonNONE
75513E101RTXRTX CORPORATION$1.7M1.23%13,059CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$1.6M1.15%17,539CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.6M1.12%20,219CommonNONE
594918104MSFTMICROSOFT CORP$1.5M1.09%4,107CommonNONE
92826C839VVISA INC$1.5M1.08%4,362CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$1.5M1.06%19,429CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M1.02%8,702CommonNONE
464289511IGLBISHARES TR$1.4M0.98%27,522CommonNONE
002824100ABTABBOTT LABS$1.0M0.74%7,900CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.74%1,911CommonNONE
023135106AMZNAMAZON COM INC$1.0M0.71%5,289CommonNONE
72201R585PYLDPIMCO ETF TR$939,7990.67%35,666CommonNONE
78463V107GLDSPDR GOLD TR$930,9800.66%3,231CommonNONE
369550108GDGENERAL DYNAMICS CORP$915,0510.65%3,357CommonNONE
464287200IVVISHARES TR$871,5070.62%1,551CommonNONE
00162Q726BFORALPS ETF TR$816,7600.58%11,762CommonNONE
46435U473HYBBISHARES TR$814,4970.58%17,626CommonNONE
02079K107GOOGALPHABET INC$759,2780.54%4,860CommonNONE
464288760ITAISHARES TR$742,8090.53%4,852CommonNONE
97717W109DTDWISDOMTREE TR$735,6540.52%9,560CommonNONE
303250104FICOFAIR ISAAC CORP$704,4690.50%382CommonNONE
433535101HQIHIREQUEST INC$696,0790.49%58,494CommonNONE
126408103CSXCSX CORP$685,0720.49%23,278CommonNONE
78468R663BILSPDR SER TR$646,5890.46%7,049CommonNONE
78464A367SPLBSPDR SER TR$541,0250.38%23,971CommonNONE
704326107PAYXPAYCHEX INC$540,9060.38%3,506CommonNONE
191216100KOCOCA COLA CO$537,6510.38%7,507CommonNONE
64031N108NNINELNET INC$493,9710.35%4,453CommonNONE
25460G260DIREXION SHS ETF TR$488,7460.35%43,677CommonNONE
22266T109CPNGCOUPANG INC$473,5130.34%21,592CommonNONE
829073105SSDSIMPSON MFG INC$453,1760.32%2,885CommonNONE
H1467J104CBCHUBB LIMITED$400,1370.28%1,325CommonNONE
67066G104NVDANVIDIA CORPORATION$377,9210.27%3,487CommonNONE
026874784AIGAMERICAN INTL GROUP INC$353,7590.25%4,069CommonNONE
570535104MKLMARKEL GROUP INC$347,7470.25%186CommonNONE
532457108LLYELI LILLY & CO$345,2300.24%418CommonNONE
464288638IGIBISHARES TR$342,7900.24%6,527CommonNONE
464287804IJRISHARES TR$342,2580.24%3,273CommonNONE
464287242LQDISHARES TR$337,8120.24%3,108CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$332,2010.24%2,576CommonNONE
888787108TOSTTOAST INC$275,0120.20%8,291CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$263,3380.19%3,659CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$257,8680.18%8,700CommonNONE
464287598IWDISHARES TR$239,5280.17%1,273CommonNONE
609207105MDLZMONDELEZ INTL INC$238,0860.17%3,509CommonNONE
464287507IJHISHARES TR$220,8550.16%3,785CommonNONE
464288703ISCVISHARES TR$219,3510.16%3,699CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$214,9960.15%384CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$204,2920.14%399CommonNONE
922908363VOOVANGUARD INDEX FDS$201,8760.14%393CommonNONE
464287622IWBISHARES TR$200,6080.14%654CommonNONE
45817G201IDNINTELLICHECK INC$107,7170.08%35,550CommonNONE
88160R101TSLATESLA INC$8,8110.01%34CommonNONE
81727U105SENS1GBPSENSEONICS HLDGS INC$7,6300.01%11,629CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.