Roberts Capital Advisors
Latest statistics and disclosures from Roberts Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Roberts Capital Advisors's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: , NVDA (-$5.9M), MSFT, AAPL, AMZN, , BRK.B, , , AVGO.
- Sold out of its positions in T, ABT, ADBE, AMD, GOOG, GOOGL, AMZN, AXP, APH, AAPL.
- Roberts Capital Advisors was a net seller of stock by $-90M.
- Central Index Key (CIK): 0001883719
Tip: Access up to 7 years of quarterly data
Positions held by Roberts Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Roberts Capital Advisors
Roberts Capital Advisors holds 1 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| 0 0 | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Roberts Capital Advisors
SEC 13F filings are viewable for Roberts Capital Advisors going back to 2021
- Roberts Capital Advisors 2025 Q4 filed Feb. 13, 2026
- Roberts Capital Advisors 2025 Q3 filed Nov. 13, 2025
- Roberts Capital Advisors 2025 Q2 filed Aug. 13, 2025
- Roberts Capital Advisors 2025 Q1 filed May 13, 2025
- Roberts Capital Advisors 2024 Q4 filed Feb. 14, 2025
- Roberts Capital Advisors 2024 Q3 filed Nov. 14, 2024
- Roberts Capital Advisors 2024 Q2 filed Aug. 14, 2024
- Roberts Capital Advisors 2024 Q1 filed May 15, 2024
- Roberts Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Roberts Capital Advisors 2022 Q2 filed Aug. 15, 2022
- Roberts Capital Advisors 2022 Q1 filed May 16, 2022
- Roberts Capital Advisors 2021 Q4 filed Feb. 15, 2022