Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q4 2021 (Next →)

Filing Date: Feb 15, 2022

Total Value: $107M (100.0% shares, 0.0% debt)

Holdings (95)

MSFT MICROSOFT CORP 10.0%
Value $10.73M Shares 31,919 Est. Cost $313.41 Unrealized 0.0%
AAPL APPLE INC 9.9%
Value $10.65M Shares 60,000 Est. Cost $154.71 Unrealized 0.0%
AMZN AMAZON COM INC 5.2%
Value $5.555M Shares 1,666 Est. Cost $171.15 Unrealized 0.0%
TSLA TESLA INC 3.5%
Value $3.778M Shares 3,575 Est. Cost $335.39 Unrealized 0.0%
META META PLATFORMS INC 2.9%
Value $3.079M Shares 9,155 Est. Cost $329.69 Unrealized 0.0%
GOOG ALPHABET INC 2.6%
Value $2.827M Shares 977 Est. Cost $143.45 Unrealized 0.0%
GOOGL ALPHABET INC 2.6%
Value $2.825M Shares 975 Est. Cost $142.94 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.9%
Value $2.014M Shares 6,848 Est. Cost $27.46 Unrealized 0.0%
CTAS CINTAS CORP 1.5%
Value $1.585M Shares 3,577 Est. Cost $103.73 Unrealized 0.0%
DHR DANAHER CORPORATION 1.3%
Value $1.419M Shares 4,314 Est. Cost $270.11 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value $1.401M Shares 2,099 Est. Cost $617.25 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 1.3%
Value $1.368M Shares 3,577 Est. Cost $356.48 Unrealized 0.0%
V VISA INC 1.3%
Value $1.355M Shares 6,252 Est. Cost $208.13 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value $1.189M Shares 2,096 Est. Cost $625.08 Unrealized 0.0%
QCOM QUALCOMM INC 1.1%
Value $1.137M Shares 6,215 Est. Cost $146.06 Unrealized 0.0%
ZTS ZOETIS INC 1.0%
Value $1.124M Shares 4,605 Est. Cost $210.50 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.0%
Value $1.108M Shares 5,873 Est. Cost $158.57 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.0%
Value $1.108M Shares 1,952 Est. Cost $488.10 Unrealized 0.0%
HD HOME DEPOT INC 1.0%
Value $1.101M Shares 2,652 Est. Cost $343.18 Unrealized 0.0%
LAM RESEARCH CORP 1.0%
Value $1.097M Shares 1,526 Est. Cost $718.87 Unrealized
NKE NIKE INC 1.0%
Value $1.096M Shares 6,578 Est. Cost $154.55 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 1.0%
Value $1.091M Shares 2,632 Est. Cost $343.31 Unrealized 0.0%
MA MASTERCARD INCORPORATED 1.0%
Value $1.079M Shares 3,003 Est. Cost $337.80 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 1.0%
Value $1.072M Shares 5,450 Est. Cost $168.65 Unrealized 0.0%
MS MORGAN STANLEY 1.0%
Value $1.059M Shares 10,785 Est. Cost $86.77 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value $1.033M Shares 12,605 Est. Cost $76.97 Unrealized 0.0%
BLACKROCK INC 1.0%
Value $1.03M Shares 1,125 Est. Cost $915.56 Unrealized
MCD MCDONALDS CORP 0.9%
Value $1.011M Shares 3,772 Est. Cost $229.60 Unrealized 0.0%
AVGO BROADCOM INC 0.9%
Value $998K Shares 1,500 Est. Cost $51.79 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.9%
Value $986K Shares 3,100 Est. Cost $292.73 Unrealized 0.0%
DE DEERE & CO 0.9%
Value $976K Shares 2,847 Est. Cost $328.58 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.9%
Value $963K Shares 6,079 Est. Cost $147.83 Unrealized 0.0%
LEN LENNAR CORP 0.9%
Value $955K Shares 8,225 Est. Cost $96.09 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.9%
Value $948K Shares 2,009 Est. Cost $441.83 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.9%
Value $940K Shares 2,992 Est. Cost $314.17 Unrealized
MCO MOODYS CORP 0.9%
Value $914K Shares 2,341 Est. Cost $372.33 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value $893K Shares 1,483 Est. Cost $63.89 Unrealized 0.0%
CRM SALESFORCE COM INC 0.8%
Value $889K Shares 3,497 Est. Cost $277.61 Unrealized 0.0%
ORCL ORACLE CORP 0.8%
Value $881K Shares 10,107 Est. Cost $88.90 Unrealized 0.0%
ADSK AUTODESK INC 0.8%
Value $878K Shares 3,122 Est. Cost $291.48 Unrealized 0.0%
FDX FEDEX CORP 0.8%
Value $877K Shares 3,390 Est. Cost $219.91 Unrealized 0.0%
CLH CLEAN HARBORS INC 0.8%
Value $868K Shares 8,700 Est. Cost $105.37 Unrealized 0.0%
POOL POOL CORP 0.8%
Value $854K Shares 1,508 Est. Cost $497.54 Unrealized 0.0%
MSCI MSCI INC 0.8%
Value $850K Shares 1,387 Est. Cost $599.45 Unrealized 0.0%
SNA SNAP ON INC 0.8%
Value $850K Shares 3,947 Est. Cost $191.57 Unrealized 0.0%
ABBV ABBVIE INC 0.8%
Value $832K Shares 6,145 Est. Cost $101.71 Unrealized 0.0%
MMM 3M CO 0.8%
Value $828K Shares 4,663 Est. Cost $127.29 Unrealized 0.0%
TGT TARGET CORP 0.8%
Value $827K Shares 3,574 Est. Cost $214.19 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.8%
Value $809K Shares 8,680 Est. Cost $76.29 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.7%
Value $800K Shares 2,012 Est. Cost $397.61 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.7%
Value $715K Shares 1,097 Est. Cost $680.89 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.7%
Value $708K Shares 4,500 Est. Cost $139.59 Unrealized 0.0%
FTV FORTIVE CORP 0.7%
Value $699K Shares 9,158 Est. Cost $55.51 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.6%
Value $627K Shares 9,610 Est. Cost $43.29 Unrealized 0.0%
DISCOVER FINL SVCS 0.6%
Value $601K Shares 5,200 Est. Cost $115.58 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.5%
Value $582K Shares 4,494 Est. Cost $116.64 Unrealized 0.0%
PAYX PAYCHEX INC 0.5%
Value $582K Shares 4,266 Est. Cost $109.87 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value $579K Shares 341 Est. Cost $1511.82 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value $579K Shares 5,126 Est. Cost $84.69 Unrealized 0.0%
SCI SERVICE CORP INTL 0.5%
Value $568K Shares 8,000 Est. Cost $66.44 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value $568K Shares 6,404 Est. Cost $75.26 Unrealized 0.0%
KLAC KLA CORP 0.5%
Value $566K Shares 1,317 Est. Cost $369.50 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.5%
Value $564K Shares 1,999 Est. Cost $259.51 Unrealized 0.0%
CSCO CISCO SYS INC 0.5%
Value $564K Shares 8,908 Est. Cost $50.47 Unrealized 0.0%
COOPER COS INC 0.5%
Value $562K Shares 1,341 Est. Cost $419.09 Unrealized
ABT ABBOTT LABS 0.5%
Value $557K Shares 3,959 Est. Cost $118.69 Unrealized 0.0%
QRVO QORVO INC 0.5%
Value $555K Shares 3,550 Est. Cost $158.98 Unrealized 0.0%
FFIV F5 INC 0.5%
Value $554K Shares 2,262 Est. Cost $221.99 Unrealized 0.0%
NTAP NETAPP INC 0.5%
Value $554K Shares 6,019 Est. Cost $81.51 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.5%
Value $553K Shares 3,463 Est. Cost $151.43 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.5%
Value $552K Shares 6,315 Est. Cost $38.92 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.5%
Value $549K Shares 2,984 Est. Cost $235.14 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value $549K Shares 2,019 Est. Cost $239.53 Unrealized 0.0%
LOW LOWES COS INC 0.5%
Value $547K Shares 2,116 Est. Cost $219.81 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.5%
Value $546K Shares 2,932 Est. Cost $174.32 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value $541K Shares 2,376 Est. Cost $196.64 Unrealized 0.0%
TE CONNECTIVITY LTD 0.5%
Value $538K Shares 3,333 Est. Cost $161.42 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.5%
Value $536K Shares 900 Est. Cost $567.76 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value $527K Shares 3,083 Est. Cost $145.09 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.5%
Value $524K Shares 13,500 Est. Cost $33.72 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value $524K Shares 3,375 Est. Cost $142.00 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.5%
Value $514K Shares 2,000 Est. Cost $236.02 Unrealized 0.0%
VEEV VEEVA SYS INC 0.5%
Value $511K Shares 1,999 Est. Cost $290.73 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.5%
Value $507K Shares 3,000 Est. Cost $85.90 Unrealized 0.0%
HOLX HOLOGIC INC 0.5%
Value $498K Shares 6,500 Est. Cost $73.51 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.4%
Value $452K Shares 2,400 Est. Cost $170.14 Unrealized 0.0%
CDW CDW CORP 0.4%
Value $410K Shares 2,000 Est. Cost $180.53 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.4%
Value $401K Shares 844 Est. Cost $475.12 Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value $381K Shares 4,374 Est. Cost $78.43 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value $337K Shares 1,496 Est. Cost $185.15 Unrealized 0.0%
MRNA MODERNA INC 0.3%
Value $291K Shares 1,144 Est. Cost $292.38 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.2%
Value $227K Shares 3,131 Est. Cost $58.80 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $169K Shares 268 Est. Cost $611.44 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $135K Shares 616 Est. Cost $194.45 Unrealized 0.0%
BIIB BIOGEN INC 0.1%
Value $113K Shares 470 Est. Cost $257.12 Unrealized 0.0%