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RMB Fund (RMBHX) is an MF managed by Independent / Boutique. Its largest position is Alphabet Inc. (GOOGL), representing 12.67% of fund assets.

RMB Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
RMBHX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 21, 2026
Showing 37 out of 37 holdings
Holding Weight Market Value Shares
-
Alphabet Inc.
12.67% $13,248,751.88 46,073
-
MICROSOFT CORP
9.80% $10,244,084.58 27,674
-
AMAZON COM INC
6.57% $6,872,910.00 33,000
-
NVIDIA CORP
6.18% $6,460,299.20 37,043
-
Apple Inc.
5.74% $5,997,057.70 23,630
-
TJX COMPANIES INC /DE/
3.93% $4,109,081.00 25,730
-
VISA INC.
3.74% $3,912,496.80 12,945
-
AMETEK INC/
3.51% $3,669,843.20 17,120
-
JPMORGAN CHASE & CO
3.15% $3,294,592.00 11,200
-
ELI LILLY & Co
2.73% $2,857,725.39 3,107
-
MORGAN STANLEY
2.52% $2,634,107.42 16,006
-
ANALOG DEVICES INC
2.51% $2,625,609.42 8,253
-
EOG RESOURCES INC
2.43% $2,540,528.61 17,573
-
Booking Holdings Inc.
2.31% $2,412,513.36 573
-
S&P Global Inc.
2.17% $2,270,890.26 5,339
-
NORDSON CORP
1.99% $2,075,268.00 7,800
-
PROGRESSIVE CORP/OH/
1.88% $1,962,576.00 9,900
-
Palo Alto Networks Inc
1.75% $1,827,648.00 11,400
-
FEDERAL REALTY INVESTMENT TRUST
1.70% $1,772,644.90 16,690
-
TYLER TECHNOLOGIES INC
1.69% $1,763,257.00 5,150
-
Broadcom Inc.
1.65% $1,727,684.82 5,582
-
SYNOPSYS INC
1.63% $1,704,864.00 4,300
-
Merck & Co., Inc.
1.60% $1,673,955.64 13,916
-
Meta Platforms, Inc.
1.50% $1,572,785.37 2,749
-
HUBBELL INC
1.46% $1,522,766.22 3,103
-
DANAHER CORP /DE/
1.45% $1,516,800.00 8,000
-
HUNTINGTON BANCSHARES INC /MD/
1.42% $1,486,437.00 94,980
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
1.40% $1,460,591.06 1,460,591
-
RTX Corp
1.39% $1,457,166.60 7,554
-
INTERNATIONAL PAPER CO /NEW/
1.19% $1,245,430.20 34,886
-
ADVANCED MICRO DEVICES INC
1.18% $1,235,430.39 6,073
-
IDEX CORP /DE/
1.16% $1,215,584.15 6,413
-
Philip Morris International Inc.
1.12% $1,167,631.08 7,062
-
IDEXX LABORATORIES INC /DE
0.91% $951,279.77 1,693
-
FAIR ISAAC CORP
0.82% $858,302.16 804
-
STRYKER CORP
0.63% $660,137.31 2,009
-
CrowdStrike Holdings, Inc.
0.55% $571,169.83 1,463
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