R.M.Sincerbeaux Capital Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$171.5M
Q ending 2026-03-31
Prior quarter
$178.7M
Q ending 2025-12-31
Change
-4.0% QoQ · +1.3% YoY
Positions
38
reported holdings

Largest positions

All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Williams Cos IncWMBShares$18.6M256K
Visa IncVShares$16.7M55K
Microsoft CorpMSFTShares$15.1M41K
Kinder Morgan Inc DelKMIShares$12.8M382K
Abbvie IncABBVShares$12.0M55K
Goldman Sachs Group IncGSShares$9.2M11K
Jpmorgan Chase & CoJPMShares$8.8M30K
Bank America CorpBACShares$8.1M166K
Automatic Data Processing InADPShares$7.6M38K
Qualcomm IncQCOMShares$6.9M54K
Analog Devices IncADIShares$4.6M14K
Boeing CoBAShares$4.6M23K
Paypal Hldgs IncPYPLShares$4.3M94K
Amazon Com IncAMZNShares$3.7M18K
Ebay Inc.EBAYShares$3.5M38K
Cisco Sys IncCSCOShares$3.1M39K
Home Depot IncHDShares$2.9M9K
Wyndham Hotels & Resorts IncWHShares$2.7M33K
Coca Cola CoKOShares$2.6M35K
Walmart IncWMTShares$2.5M21K
Fedex CorpFDXShares$2.3M6K
Travel Plus Leisure CoTNLShares$2.3M33K
Pfizer IncPFEShares$2.2M77K
Broadridge Finl Solutions InBRShares$2.1M13K
Citigroup IncCShares$2.0M18K
Philip Morris Intl IncPMShares$1.6M10K
Altria Group IncMOShares$1.4M21K
Oneok Inc NewOKEShares$1.3M14K
Abbott LaboratoriesABTShares$1.2M11K
International Business MachsIBMShares$1.1M5K
Linde PlcShares$793K2K
Chevron CorporationCVXShares$790K4K
ConocophillipsCOPShares$686K5K
Lowes Cos IncLOWShares$473K2K
Apple IncAAPLShares$359K1K
Colgate Palmolive CoCLShares$284K3K
Procter & Gamble CoPGShares$251K2K
Viatris IncVTRSShares$236K17K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.