Rubicon Advisors, GP - Portfolio overview

Rubicon Advisors, GP has 76 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.79%
2. TSLA - TESLA INC, 7.20%
3. AVUV - AMERICAN CENTY ETF TR, 6.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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