Roberts Capital Advisors, LLC - Portfolio overview

Roberts Capital Advisors, LLC has 63 reported holdings in this dataset, with the latest filing dated 2025-11-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S P 500 ETF TRUST ETF, 16.63%
2. NVDA - NVIDIA CORP, 6.54%
3. MSFT - MICROSOFT CORP COM, 5.37%

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

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