Roberts-Capital-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MU", "ACN", "ABNB", "ABT", "ABBV", "ADBE", "JEF", "JLL", "GOOGL", "AXP", "BLK", "AVGO", "APP", "FFIV", "GILD", "HD", "INTU", "QCOM", "ISRG", "AMAT", "BKNG", "META", "LRCX", "LIN", "MA", "MSFT", "MS", "TMUS", "FICO", "KLAC", "ORCL", "DASH", "PANW", "AAPL", "NVDA", "GS", "PLTR", "MRK", "SPGI", "SHOP", "ROP", "SNA", "SSNC", "RCL", "EME", "VRTX", "VRT", "ADSK", "APH", "FTNT", "BKR", "AMZN", "MSI", "HCA", "DKS", "VEEV", "V", "VST", "WMT", "CART", "MSCI", "NXPI", "CRM", "SCI", "SPOT", "NTAP", "NRG", "ADP", "CDNS", "CVNA", "CTAS", "CLH", "CME", "COO", "COST", "DVA", "MCO", "GOOG", "JNJ", "TSLA", "NFLX", "PH", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 83
- Total Value
- 114098834
- Accession Number
- 0001883719-25-000003
- Form Type
- 13F-HR
- Manager Name
- Roberts-Capital-Advisors
Data Enrichment
100% identified83 identified0 unidentified
Holdings
83 positions • $114.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.2K | All Managers (Combined) | $421.2K | 0.4% ($421.2K/$114.1M) | |||
2.9K | All Managers (Combined) | $327.2K | 0.3% ($327.2K/$114.1M) | |||
574 | All Managers (Combined) | $278.3K | 0.2% ($278.3K/$114.1M) |