Royal Harbor Partners
Latest statistics and disclosures from Royal Harbor Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, GSLC, CGXU, AGG, QUAL, and represent 48.38% of Royal Harbor Partners's stock portfolio.
- Added to shares of these 10 stocks: PAVE (+$6.9M), CGXU, JBND, AMZN, NVDA, META, JGRO, SPTM, CGMU, QUAL.
- Started 7 new stock positions in JBND, META, JGRO, PAVE, AMZN, CGMU, NVDA.
- Reduced shares in these 10 stocks: IWM (-$5.2M), BXSL, Ishares Ibonds Dec 2023 Term T, IHI, BRK.B, MUB, Ishares Tr Ibonds Dec2023 etf, PXD, IBMQ, IBMP.
- Sold out of its positions in BRK.B, IWM, IHI, Ishares Tr Ibonds Dec2023 etf, Ishares Ibonds Dec 2023 Term T, PXD.
- Royal Harbor Partners was a net buyer of stock by $9.3M.
- Royal Harbor Partners has $215M in assets under management (AUM), dropping by 12.08%.
- Central Index Key (CIK): 0001801876
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Royal Harbor Partners holds 49 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Royal Harbor Partners
SEC 13F filings are viewable for Royal Harbor Partners going back to 2019
- Royal Harbor Partners 2023 Q4 filed Feb. 8, 2024
- Royal Harbor Partners 2023 Q3 filed Nov. 14, 2023
- Royal Harbor Partners 2023 Q2 filed July 24, 2023
- Royal Harbor Partners 2023 Q1 filed April 24, 2023
- Royal Harbor Partners 2022 Q4 filed Jan. 24, 2023
- Royal Harbor Partners 2022 Q3 filed Oct. 21, 2022
- Royal Harbor Partners 2022 Q1 filed Aug. 5, 2022
- Royal Harbor Partners 2022 Q2 filed Aug. 5, 2022
- Royal Harbor Partners 2021 Q4 filed Feb. 2, 2022
- Royal Harbor Partners 2021 Q3 filed Oct. 19, 2021
- Royal Harbor Partners 2021 Q2 filed July 16, 2021
- Royal Harbor Partners 2021 Q1 filed April 12, 2021
- Royal Harbor Partners 2020 Q4 filed Jan. 25, 2021
- Royal Harbor Partners 2020 Q3 filed Oct. 8, 2020
- Royal Harbor Partners 2020 Q2 filed Aug. 10, 2020
- Royal Harbor Partners 2020 Q1 filed April 10, 2020