R.m.sincerbeaux Capital Management
R.m.sincerbeaux Capital Management reported 39 stocks worth $188M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are WMB (10.1%), V (9.9%) and MSFT (8.3%). Compared with Q1 2026, the fund opened new positions in FDXF, added to MSFT and trimmed V, QCOM and EBAY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WMB Williams Cos Inc | $19M | 10.1% | 256K | No change | 8 of 8 | |
| 2 |  V Visa Inc | $18.7M | 9.9% | 54K | −900 (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $15.7M | 8.3% | 42K | +1,235 (+3%) | 8 of 8 | |
| 4 |  ABBV Abbvie Inc | $13.9M | 7.4% | 55K | No change | 8 of 8 | |
| 5 |  KMI Kinder Morgan Inc Del | $12.2M | 6.5% | 382K | No change | 8 of 8 | |
| 6 |  GS Goldman Sachs Group Inc | $11M | 5.8% | 11K | No change | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $9.8M | 5.2% | 30K | No change | 8 of 8 | |
| 8 |  QCOM Qualcomm Inc | $9.5M | 5.1% | 52K | −2,050 (−4%) | 8 of 8 | |
| 9 |  BAC Bank of America Corp | $9.4M | 5.0% | 166K | No change | 8 of 8 | |
| 10 |  ADP Automatic Data Processing in | $8.4M | 4.5% | 38K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →R.m.sincerbeaux Capital Management 13F FAQ
What does R.m.sincerbeaux Capital Management own?
R.m.sincerbeaux Capital Management reported 39 stocks worth $188M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are WMB (10.1%), V (9.9%) and MSFT (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did R.m.sincerbeaux Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 4 trimmed and 0 sold out. New positions include FDXF.
When will R.m.sincerbeaux Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is R.m.sincerbeaux Capital Management's portfolio worth?
The Q2 2026 filing reports $188M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.