$69 Million is the total value of Roberts Capital Advisors, LLC's 88 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2022 | 12.0% |
| MICROSOFT CORP | 4 | Q3 2022 | 11.2% |
| AMAZON COM INC | 4 | Q3 2022 | 5.6% |
| TESLA INC | 4 | Q3 2022 | 4.1% |
| ALPHABET INC | 4 | Q3 2022 | 2.9% |
| ALPHABET INC | 4 | Q3 2022 | 2.9% |
| META PLATFORMS INC | 4 | Q3 2022 | 2.9% |
| CINTAS CORP | 4 | Q3 2022 | 2.0% |
| NVIDIA CORPORATION | 4 | Q3 2022 | 1.9% |
| VISA INC | 4 | Q3 2022 | 1.7% |
View Roberts Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View Roberts Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.