Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roberts Capital Advisors, LLC (CIK 1883719) reported $89.9M across 63 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: SPY ($14.9M, 16.63%), NVDA ($5.9M, 6.54%), MSFT ($4.8M, 5.37%), AAPL ($4.7M, 5.25%), AMZN ($2.8M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S P 500 ETF TRUST ETF | $14.9M | 16.63% | 22,439 | New |
| 2 | NVDA | NVIDIA CORP | $5.9M | 6.54% | 31,508 | Trimmed |
| 3 | MSFT | MICROSOFT CORP COM | $4.8M | 5.37% | 9,326 | Trimmed |
| 4 | AAPL | APPLE INC COM | $4.7M | 5.25% | 18,524 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $2.8M | 3.09% | 12,665 | Trimmed |
| 6 | JPM | JPMORGAN CHASE CO | $2.6M | 2.93% | 8,358 | Hold |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $2.4M | 2.63% | 4,700 | New |
| 8 | META | META PLATFORMS INC | $2.1M | 2.28% | 2,795 | Trimmed |
| 9 | V | VISA INC COM CL A | $2.0M | 2.21% | 5,832 | Hold |
| 10 | AVGO | BROADCOM INC | $2.0M | 2.19% | 5,954 | Trimmed |
| 11 | GOOGL | ALPHABET INC CL A | $1.8M | 2.02% | 7,456 | Trimmed |
| 12 | MA | MASTERCARD INC | $1.6M | 1.77% | 2,801 | Hold |
| 13 | LLY | ELI LILLY CO | $1.5M | 1.71% | 2,018 | New |
| 14 | TSLA | TESLA INC | $1.5M | 1.70% | 3,439 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.5M | 1.65% | 1,859 | Trimmed |
| 16 | GOOG | ALPHABET INC CL C | $1.5M | 1.62% | 5,971 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $1.2M | 1.38% | 11,000 | New |
| 18 | LIN | LINDE PLC SHS | $1.2M | 1.35% | 2,557 | Hold |
| 19 | JNJ | JOHNSON JOHNSON | $1.1M | 1.26% | 6,109 | New |
| 20 | CME | CME GROUP INC | $1.1M | 1.23% | 4,080 | Hold |
| 21 | TMUS | T MOBILE US INC | $1.1M | 1.21% | 4,532 | Hold |
| 22 | WMT | WALMART INC COM | $1.0M | 1.16% | 10,075 | Hold |
| 23 | INTU | INTUIT COM | $1.0M | 1.12% | 1,470 | Hold |
| 24 | CDNS | CADENCE DESIGN SYS INC | $960,696 | 1.07% | 2,735 | Hold |
| 25 | QCOM | QUALCOMM INC COM | $964,389 | 1.07% | 5,797 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30