Roberts Capital Advisors, LLC Portfolio Holdings
Roberts Capital Advisors, LLC
- $130 Million
- Q2 2025
Roberts Capital Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.8M, Nvidia Corp with a value of $11.7M, Apple Inc. with a value of $9.97M, Amazon Com Inc with a value of $7.45M, and Meta Platforms, Inc. with a value of $6.3M.
Examining the 13F form we can see an increase of $20.4M in the current position value, from $110M to 130M.
Roberts Capital Advisors, LLC is based out at Denver, CO
Below you can find more details about Roberts Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$130 Million
Technology: $59.4 Million
Communication Services: $18.9 Million
Consumer Cyclical: $16.5 Million
Financial Services: $15.7 Million
Industrials: $10.5 Million
Healthcare: $3.56 Million
Consumer Defensive: $2.79 Million
Utilities: $1.8 Million
Other: $1.15 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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