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R.m.sincerbeaux Capital Management LLC
R.M.Sincerbeaux Capital Management LLC is an investment adviser headquartered in New York, NY. The firm is incorporated in Delaware and manages investment portfolios for institutional clients, filing regular 13F reports with the SEC. Specific details on founding year and employee count are not publicly disclosed, and it primarily serves institutional investors such as pension funds, endowments, and other large asset owners.
Investment Strategy
Detailed public information on R.M.Sincerbeaux Capital Management LLC’s investment strategy is not disclosed in recent filings. Based on their regular Form 13F filings, the firm manages public securities portfolios, likely employing strategies typical for institutional asset managers focused on equity and fixed income holdings.
Latest 13F Filing Activity
R.m.sincerbeaux Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $177M. The fund increased holdings in Microsoft Corp., JPMorgan Chase & Co., Goldman Sachs Group Inc. among other positions. R.m.sincerbeaux Capital Management LLC reduced exposure to Fedex Corp., Abbvie Inc., Pfizer Inc. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.65% | $22.4M | 45,075 | $50.17 | $497.41 | +$5.8M |
V V | VISA INC | 11.59% | $20.5M | 57,861 | $63.18 | $355.05 | +$683.3K |
W WMB | WILLIAMS COS INC | 10.16% | $18.0M | 286,883 | $22.78 | $62.81 | +$1.1M |
A ADP | AUTOMATIC DATA PROCESSING IN | 6.50% | $11.5M | 37,350 | $75.85 | $308.40 | +$15.5K |
K KMI | KINDER MORGAN INC DEL | 6.32% | $11.2M | 380,857 | $22.47 | $29.40 | +$428.8K |
Industry Allocation
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