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Showing Q3 2025 data
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC
•CIK: 1426774•Filing: Q3 2025
**R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC** manages $186M across a diversified portfolio of 39 positions. The firm exhibits significant concentration in technology and financial sectors, notably holding Microsoft ($23.3M) and Vanguard ($19.8M). Key allocations also include Walgreens Boots Alliance ($18.2M), AbbVie ($12.8M), and a core group of financial names such as J.P. Morgan ($9.4M) and Goldman Sachs ($8.6M). This structure suggests a tactical approach targeting established market leaders across varied economic cycles.
Total AUM
$186.0M
QoQ Performance
+4.9%
Positions
39
Top 10 Concentration
70.9%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
V
WMB
ABBV
ADP
KMI
JPM
MSFT12.6%
V10.6%
WMB9.8%
ABBV6.9%
ADP5.9%
KMI5.8%
JPM5.1%
QCOM4.9%
📈 Biggest Buys
📉 Biggest Sells
JPM
JPMORGAN CHASE & CO.
-0.3%
5.1% of portfolio
Sector Breakdown
Other33.8%
Financial24.9%
Technology19.8%
Healthcare9.6%
Consumer5.6%
Industrial3.5%
Consumer Staples2.0%
Materials0.4%
Changes from Q2 2025
NEW1 new position
↑16 increased
↓1 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023