Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value: $69.03M (100.0% shares, 0.0% debt)

Holdings (88)

AAPL APPLE INC 12.0%
Value $8.292M Shares 60,000 Est. Cost $154.71 Unrealized -0.3%
MSFT MICROSOFT CORP 10.8%
Value $7.434M Shares 31,919 Est. Cost $313.41 Unrealized -18.0%
AMZN AMAZON COM INC 5.5%
Value $3.765M Shares 33,320 Est. Cost $127.43 Unrealized -0.8%
TSLA TESLA INC 4.1%
Value $2.845M Shares 10,725 Est. Cost $297.98 Unrealized -6.3%
GOOG ALPHABET INC 2.7%
Value $1.879M Shares 19,540 Est. Cost $112.46 Unrealized -1.5%
GOOGL ALPHABET INC 2.7%
Value $1.865M Shares 19,500 Est. Cost $111.70 Unrealized -1.5%
CTAS CINTAS CORP 2.0%
Value $1.389M Shares 3,577 Est. Cost $103.73 Unrealized -4.5%
META META PLATFORMS INC 1.8%
Value $1.242M Shares 9,155 Est. Cost $329.69 Unrealized -51.2%
DHR DANAHER CORPORATION 1.6%
Value $1.114M Shares 4,314 Est. Cost $270.11 Unrealized -10.9%
V VISA INC 1.6%
Value $1.111M Shares 6,252 Est. Cost $208.13 Unrealized -4.7%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value $1.065M Shares 2,099 Est. Cost $617.25 Unrealized -10.2%
GS GOLDMAN SACHS GROUP INC 1.5%
Value $1.048M Shares 3,577 Est. Cost $356.48 Unrealized -16.7%
CLH CLEAN HARBORS INC 1.4%
Value $957K Shares 8,700 Est. Cost $105.37 Unrealized +1.6%
COST COSTCO WHSL CORP NEW 1.3%
Value $922K Shares 1,952 Est. Cost $488.10 Unrealized +2.0%
MCD MCDONALDS CORP 1.3%
Value $870K Shares 3,772 Est. Cost $229.60 Unrealized +2.9%
MA MASTERCARD INCORPORATED 1.2%
Value $854K Shares 3,003 Est. Cost $337.80 Unrealized -3.7%
MS MORGAN STANLEY 1.2%
Value $852K Shares 10,785 Est. Cost $86.77 Unrealized -13.3%
NVDA NVIDIA CORPORATION 1.2%
Value $831K Shares 6,848 Est. Cost $27.46 Unrealized -42.5%
ABBV ABBVIE INC 1.2%
Value $825K Shares 6,145 Est. Cost $101.71 Unrealized +25.0%
SNA SNAP ON INC 1.2%
Value $795K Shares 3,947 Est. Cost $191.57 Unrealized +3.0%
PH PARKER-HANNIFIN CORP 1.1%
Value $751K Shares 3,100 Est. Cost $292.73 Unrealized -11.5%
HD HOME DEPOT INC 1.1%
Value $732K Shares 2,652 Est. Cost $343.18 Unrealized -21.1%
QCOM QUALCOMM INC 1.0%
Value $702K Shares 6,215 Est. Cost $146.06 Unrealized -13.0%
ZTS ZOETIS INC 1.0%
Value $683K Shares 4,605 Est. Cost $210.50 Unrealized -23.3%
ACN ACCENTURE PLC IRELAND 1.0%
Value $677K Shares 2,632 Est. Cost $343.31 Unrealized -20.0%
AVGO BROADCOM INC 1.0%
Value $666K Shares 1,500 Est. Cost $51.79 Unrealized -7.1%
JPM JPMORGAN CHASE & CO 0.9%
Value $635K Shares 6,079 Est. Cost $147.83 Unrealized -28.5%
BLACKROCK INC 0.9%
Value $619K Shares 1,125 Est. Cost $915.56 Unrealized
ORCL ORACLE CORP 0.9%
Value $617K Shares 10,107 Est. Cost $88.90 Unrealized -21.1%
SPGI S&P GLOBAL INC 0.9%
Value $613K Shares 2,009 Est. Cost $441.83 Unrealized -21.3%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.9%
Value $602K Shares 12,605 Est. Cost $76.97 Unrealized -25.2%
MSCI MSCI INC 0.8%
Value $585K Shares 1,387 Est. Cost $599.45 Unrealized -26.5%
ADSK AUTODESK INC 0.8%
Value $583K Shares 3,122 Est. Cost $291.48 Unrealized -30.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value $577K Shares 2,096 Est. Cost $625.08 Unrealized -39.5%
TROW PRICE T ROWE GROUP INC 0.8%
Value $572K Shares 5,450 Est. Cost $168.65 Unrealized -39.7%
MCO MOODYS CORP 0.8%
Value $569K Shares 2,341 Est. Cost $372.33 Unrealized -24.2%
LAM RESEARCH CORP 0.8%
Value $559K Shares 1,526 Est. Cost $718.87 Unrealized
NKE NIKE INC 0.8%
Value $547K Shares 6,578 Est. Cost $154.55 Unrealized -34.3%
TGT TARGET CORP 0.8%
Value $530K Shares 3,574 Est. Cost $214.19 Unrealized -33.3%
JNJ JOHNSON & JOHNSON 0.7%
Value $504K Shares 3,083 Est. Cost $145.09 Unrealized +5.4%
FDX FEDEX CORP 0.7%
Value $503K Shares 3,390 Est. Cost $219.91 Unrealized -11.0%
CRM SALESFORCE INC 0.7%
Value $503K Shares 3,497 Est. Cost $277.61 Unrealized -39.7%
POOL POOL CORP 0.7%
Value $480K Shares 1,508 Est. Cost $497.54 Unrealized -31.5%
CDNS CADENCE DESIGN SYSTEM INC 0.7%
Value $479K Shares 2,932 Est. Cost $174.32 Unrealized -1.4%
PAYX PAYCHEX INC 0.7%
Value $479K Shares 4,266 Est. Cost $109.87 Unrealized +2.0%
DISCOVER FINL SVCS 0.7%
Value $473K Shares 5,200 Est. Cost $115.58 Unrealized
SCI SERVICE CORP INTL 0.7%
Value $462K Shares 8,000 Est. Cost $66.44 Unrealized -0.8%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value $452K Shares 2,019 Est. Cost $239.53 Unrealized -5.3%
MU MICRON TECHNOLOGY INC 0.6%
Value $435K Shares 8,680 Est. Cost $76.29 Unrealized -25.4%
APH AMPHENOL CORP NEW 0.6%
Value $423K Shares 6,315 Est. Cost $38.92 Unrealized -9.5%
A AGILENT TECHNOLOGIES INC 0.6%
Value $421K Shares 3,463 Est. Cost $151.43 Unrealized -17.2%
HOLX HOLOGIC INC 0.6%
Value $419K Shares 6,500 Est. Cost $73.51 Unrealized -5.8%
KLAC KLA CORP 0.6%
Value $399K Shares 1,317 Est. Cost $369.50 Unrealized -9.4%
JEF JEFFERIES FINL GROUP INC 0.6%
Value $398K Shares 13,500 Est. Cost $33.72 Unrealized -19.4%
LOW LOWES COS INC 0.6%
Value $397K Shares 2,116 Est. Cost $219.81 Unrealized -17.0%
ABT ABBOTT LABS 0.6%
Value $383K Shares 3,959 Est. Cost $118.69 Unrealized -15.7%
NTAP NETAPP INC 0.5%
Value $372K Shares 6,019 Est. Cost $81.51 Unrealized -21.3%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value $371K Shares 4,494 Est. Cost $116.64 Unrealized -17.5%
TXN TEXAS INSTRS INC 0.5%
Value $371K Shares 2,400 Est. Cost $170.14 Unrealized -10.9%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value $370K Shares 341 Est. Cost $1511.82 Unrealized -17.8%
AMAT APPLIED MATLS INC 0.5%
Value $369K Shares 4,500 Est. Cost $139.59 Unrealized -33.0%
TE CONNECTIVITY LTD 0.5%
Value $368K Shares 3,333 Est. Cost $161.42 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value $368K Shares 6,404 Est. Cost $75.26 Unrealized -17.7%
HCA HCA HEALTHCARE INC 0.5%
Value $368K Shares 2,000 Est. Cost $236.02 Unrealized -18.0%
IQV IQVIA HLDGS INC 0.5%
Value $362K Shares 1,999 Est. Cost $259.51 Unrealized -15.6%
DE DEERE & CO 0.5%
Value $362K Shares 1,084 Est. Cost $328.58 Unrealized -0.6%
CSCO CISCO SYS INC 0.5%
Value $356K Shares 8,908 Est. Cost $50.47 Unrealized -20.6%
COOPER COS INC 0.5%
Value $354K Shares 1,341 Est. Cost $419.09 Unrealized
WSM WILLIAMS SONOMA INC 0.5%
Value $354K Shares 3,000 Est. Cost $85.90 Unrealized -22.6%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value $350K Shares 2,376 Est. Cost $196.64 Unrealized -20.2%
NFLX NETFLIX INC 0.5%
Value $349K Shares 1,483 Est. Cost $63.89 Unrealized -65.2%
AMGN AMGEN INC 0.5%
Value $337K Shares 1,496 Est. Cost $185.15 Unrealized +17.7%
CHTR CHARTER COMMUNICATIONS INC N 0.5%
Value $333K Shares 1,097 Est. Cost $680.89 Unrealized -37.2%
VEEV VEEVA SYS INC 0.5%
Value $330K Shares 1,999 Est. Cost $290.73 Unrealized -31.3%
FFIV F5 INC 0.5%
Value $327K Shares 2,262 Est. Cost $221.99 Unrealized -28.7%
WDC WESTERN DIGITAL CORP. 0.5%
Value $313K Shares 9,610 Est. Cost $43.29 Unrealized -23.6%
CDW CDW CORP 0.5%
Value $312K Shares 2,000 Est. Cost $180.53 Unrealized -9.0%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value $288K Shares 3,375 Est. Cost $142.00 Unrealized -35.1%
QRVO QORVO INC 0.4%
Value $282K Shares 3,550 Est. Cost $158.98 Unrealized -39.2%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value $273K Shares 5,126 Est. Cost $84.69 Unrealized -23.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.3%
Value $236K Shares 900 Est. Cost $567.76 Unrealized -45.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.3%
Value $220K Shares 2,984 Est. Cost $235.14 Unrealized -59.5%
GILD GILEAD SCIENCES INC 0.3%
Value $193K Shares 3,131 Est. Cost $58.80 Unrealized -5.2%
REGN REGENERON PHARMACEUTICALS 0.3%
Value $185K Shares 268 Est. Cost $611.44 Unrealized +2.4%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $178K Shares 616 Est. Cost $194.45 Unrealized +48.0%
SHOP SHOPIFY INC 0.2%
Value $135K Shares 5,010 Est. Cost $46.64 Unrealized -27.1%
MRNA MODERNA INC 0.2%
Value $135K Shares 1,144 Est. Cost $292.38 Unrealized -48.1%
BIIB BIOGEN INC 0.2%
Value $125K Shares 470 Est. Cost $257.12 Unrealized -17.4%