Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $96.93M (100.0% shares, 0.0% debt)

Holdings (96)

AAPL APPLE INC 10.8%
Value $10.48M Shares 60,000 Est. Cost $154.71 Unrealized +6.5%
MSFT MICROSOFT CORP 10.2%
Value $9.841M Shares 31,919 Est. Cost $313.41 Unrealized -7.0%
AMZN AMAZON COM INC 5.6%
Value $5.431M Shares 1,666 Est. Cost $171.15 Unrealized -9.7%
TSLA TESLA INC 4.0%
Value $3.852M Shares 3,575 Est. Cost $335.39 Unrealized -7.1%
GOOG ALPHABET INC 2.8%
Value $2.729M Shares 977 Est. Cost $143.45 Unrealized -5.9%
GOOGL ALPHABET INC 2.8%
Value $2.712M Shares 975 Est. Cost $142.94 Unrealized -5.7%
META META PLATFORMS INC 2.1%
Value $2.036M Shares 9,155 Est. Cost $329.69 Unrealized -24.7%
NVDA NVIDIA CORPORATION 1.9%
Value $1.869M Shares 6,848 Est. Cost $27.46 Unrealized -8.8%
CTAS CINTAS CORP 1.6%
Value $1.522M Shares 3,577 Est. Cost $103.73 Unrealized -9.5%
V VISA INC 1.4%
Value $1.387M Shares 6,252 Est. Cost $208.13 Unrealized +0.9%
DHR DANAHER CORPORATION 1.3%
Value $1.265M Shares 4,314 Est. Cost $270.11 Unrealized -9.0%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value $1.24M Shares 2,099 Est. Cost $617.25 Unrealized -8.0%
DE DEERE & CO 1.2%
Value $1.183M Shares 2,847 Est. Cost $328.58 Unrealized +10.5%
GS GOLDMAN SACHS GROUP INC 1.2%
Value $1.181M Shares 3,577 Est. Cost $356.48 Unrealized -10.3%
COST COSTCO WHSL CORP NEW 1.2%
Value $1.124M Shares 1,952 Est. Cost $488.10 Unrealized +2.6%
MA MASTERCARD INCORPORATED 1.1%
Value $1.073M Shares 3,003 Est. Cost $337.80 Unrealized +4.1%
ABBV ABBVIE INC 1.0%
Value $996K Shares 6,145 Est. Cost $101.71 Unrealized +24.3%
CLH CLEAN HARBORS INC 1.0%
Value $971K Shares 8,700 Est. Cost $105.37 Unrealized -6.3%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value $955K Shares 2,096 Est. Cost $625.08 Unrealized -23.0%
QCOM QUALCOMM INC 1.0%
Value $950K Shares 6,215 Est. Cost $146.06 Unrealized +5.2%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value $946K Shares 12,605 Est. Cost $76.97 Unrealized +1.6%
AVGO BROADCOM INC 1.0%
Value $945K Shares 1,500 Est. Cost $51.79 Unrealized +6.4%
MS MORGAN STANLEY 1.0%
Value $943K Shares 10,785 Est. Cost $86.77 Unrealized -2.5%
MCD MCDONALDS CORP 1.0%
Value $933K Shares 3,772 Est. Cost $229.60 Unrealized -0.8%
ACN ACCENTURE PLC IRELAND 0.9%
Value $888K Shares 2,632 Est. Cost $343.31 Unrealized -7.2%
NKE NIKE INC 0.9%
Value $885K Shares 6,578 Est. Cost $154.55 Unrealized -14.6%
PH PARKER-HANNIFIN CORP 0.9%
Value $880K Shares 3,100 Est. Cost $292.73 Unrealized -2.2%
ZTS ZOETIS INC 0.9%
Value $868K Shares 4,605 Est. Cost $210.50 Unrealized -9.6%
BLACKROCK INC 0.9%
Value $860K Shares 1,125 Est. Cost $915.56 Unrealized
ORCL ORACLE CORP 0.9%
Value $836K Shares 10,107 Est. Cost $88.90 Unrealized -13.4%
QQQ INVESCO QQQ TR 0.9%
Value $829K Shares 2,287 Est. Cost $393.39 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value $829K Shares 6,079 Est. Cost $147.83 Unrealized -9.6%
SPGI S&P GLOBAL INC 0.9%
Value $824K Shares 2,009 Est. Cost $441.83 Unrealized -10.8%
TROW PRICE T ROWE GROUP INC 0.9%
Value $824K Shares 5,450 Est. Cost $168.65 Unrealized -23.5%
SWK STANLEY BLACK & DECKER INC 0.8%
Value $821K Shares 5,873 Est. Cost $158.57 Unrealized -10.2%
LAM RESEARCH CORP 0.8%
Value $820K Shares 1,526 Est. Cost $718.87 Unrealized
SNA SNAP ON INC 0.8%
Value $811K Shares 3,947 Est. Cost $191.57 Unrealized -0.6%
HD HOME DEPOT INC 0.8%
Value $794K Shares 2,652 Est. Cost $343.18 Unrealized -8.5%
MCO MOODYS CORP 0.8%
Value $790K Shares 2,341 Est. Cost $372.33 Unrealized -12.7%
LABORATORY CORP AMER HLDGS 0.8%
Value $789K Shares 2,992 Est. Cost $314.17 Unrealized
FDX FEDEX CORP 0.8%
Value $784K Shares 3,390 Est. Cost $219.91 Unrealized -1.8%
TGT TARGET CORP 0.8%
Value $758K Shares 3,574 Est. Cost $214.19 Unrealized -10.7%
CRM SALESFORCE COM INC 0.8%
Value $742K Shares 3,497 Est. Cost $277.61 Unrealized -23.4%
MSCI MSCI INC 0.7%
Value $697K Shares 1,387 Est. Cost $599.45 Unrealized -17.2%
MMM 3M CO 0.7%
Value $694K Shares 4,663 Est. Cost $127.29 Unrealized -10.0%
MU MICRON TECHNOLOGY INC 0.7%
Value $676K Shares 8,680 Est. Cost $76.29 Unrealized +9.3%
ADSK AUTODESK INC 0.7%
Value $669K Shares 3,122 Est. Cost $291.48 Unrealized -21.0%
LEN LENNAR CORP 0.7%
Value $668K Shares 8,225 Est. Cost $96.09 Unrealized -11.6%
POOL POOL CORP 0.7%
Value $638K Shares 1,508 Est. Cost $497.54 Unrealized -10.8%
CHTR CHARTER COMMUNICATIONS INC N 0.6%
Value $598K Shares 1,097 Est. Cost $680.89 Unrealized -13.8%
AMAT APPLIED MATLS INC 0.6%
Value $593K Shares 4,500 Est. Cost $139.59 Unrealized -4.8%
PAYX PAYCHEX INC 0.6%
Value $582K Shares 4,266 Est. Cost $109.87 Unrealized -0.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value $574K Shares 6,404 Est. Cost $75.26 Unrealized +9.6%
DISCOVER FINL SVCS 0.6%
Value $573K Shares 5,200 Est. Cost $115.58 Unrealized
COOPER COS INC 0.6%
Value $560K Shares 1,341 Est. Cost $419.09 Unrealized
FTV FORTIVE CORP 0.6%
Value $558K Shares 9,158 Est. Cost $55.51 Unrealized -12.4%
NFLX NETFLIX INC 0.6%
Value $556K Shares 1,483 Est. Cost $63.89 Unrealized -34.8%
JNJ JOHNSON & JOHNSON 0.6%
Value $546K Shares 3,083 Est. Cost $145.09 Unrealized +4.6%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value $529K Shares 4,494 Est. Cost $116.64 Unrealized -3.8%
SCI SERVICE CORP INTL 0.5%
Value $527K Shares 8,000 Est. Cost $66.44 Unrealized -5.2%
HCA HCA HEALTHCARE INC 0.5%
Value $501K Shares 2,000 Est. Cost $236.02 Unrealized +2.8%
NTAP NETAPP INC 0.5%
Value $500K Shares 6,019 Est. Cost $81.51 Unrealized -3.0%
HOLX HOLOGIC INC 0.5%
Value $499K Shares 6,500 Est. Cost $73.51 Unrealized -2.2%
CSCO CISCO SYS INC 0.5%
Value $497K Shares 8,908 Est. Cost $50.47 Unrealized -0.4%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value $489K Shares 2,019 Est. Cost $239.53 Unrealized -7.4%
KLAC KLA CORP 0.5%
Value $482K Shares 1,317 Est. Cost $369.50 Unrealized -2.8%
CDNS CADENCE DESIGN SYSTEM INC 0.5%
Value $482K Shares 2,932 Est. Cost $174.32 Unrealized -12.0%
WDC WESTERN DIGITAL CORP. 0.5%
Value $477K Shares 9,610 Est. Cost $43.29 Unrealized -5.5%
APH AMPHENOL CORP NEW 0.5%
Value $476K Shares 6,315 Est. Cost $38.92 Unrealized -4.1%
FFIV F5 INC 0.5%
Value $473K Shares 2,262 Est. Cost $221.99 Unrealized -5.5%
ABT ABBOTT LABS 0.5%
Value $469K Shares 3,959 Est. Cost $118.69 Unrealized -2.8%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value $468K Shares 341 Est. Cost $1511.82 Unrealized -4.5%
IQV IQVIA HLDGS INC 0.5%
Value $462K Shares 1,999 Est. Cost $259.51 Unrealized -8.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value $461K Shares 5,126 Est. Cost $84.69 Unrealized +6.0%
A AGILENT TECHNOLOGIES INC 0.5%
Value $458K Shares 3,463 Est. Cost $151.43 Unrealized -11.5%
SWKS SKYWORKS SOLUTIONS INC 0.5%
Value $450K Shares 3,375 Est. Cost $142.00 Unrealized -11.9%
JEF JEFFERIES FINL GROUP INC 0.5%
Value $443K Shares 13,500 Est. Cost $33.72 Unrealized -11.2%
QRVO QORVO INC 0.5%
Value $441K Shares 3,550 Est. Cost $158.98 Unrealized -14.9%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value $440K Shares 2,376 Est. Cost $196.64 Unrealized -7.0%
TXN TEXAS INSTRS INC 0.5%
Value $440K Shares 2,400 Est. Cost $170.14 Unrealized -7.6%
TE CONNECTIVITY LTD 0.5%
Value $437K Shares 3,333 Est. Cost $161.42 Unrealized
WSM WILLIAMS SONOMA INC 0.4%
Value $435K Shares 3,000 Est. Cost $85.90 Unrealized -18.4%
LOW LOWES COS INC 0.4%
Value $428K Shares 2,116 Est. Cost $219.81 Unrealized -2.9%
VEEV VEEVA SYS INC 0.4%
Value $425K Shares 1,999 Est. Cost $290.73 Unrealized -25.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value $418K Shares 926 Est. Cost $473.02 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.4%
Value $372K Shares 900 Est. Cost $567.76 Unrealized -19.1%
AMGN AMGEN INC 0.4%
Value $362K Shares 1,496 Est. Cost $185.15 Unrealized +9.8%
CDW CDW CORP 0.4%
Value $358K Shares 2,000 Est. Cost $180.53 Unrealized -3.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value $350K Shares 2,984 Est. Cost $235.14 Unrealized -42.2%
SHOP SHOPIFY INC 0.3%
Value $339K Shares 501 Est. Cost $82.11 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.3%
Value $337K Shares 4,374 Est. Cost $78.43 Unrealized -4.2%
MRNA MODERNA INC 0.2%
Value $197K Shares 1,144 Est. Cost $292.38 Unrealized -42.4%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $187K Shares 268 Est. Cost $611.44 Unrealized +2.9%
GILD GILEAD SCIENCES INC 0.2%
Value $186K Shares 3,131 Est. Cost $58.80 Unrealized -6.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $161K Shares 616 Est. Cost $194.45 Unrealized +22.0%
BIIB BIOGEN INC 0.1%
Value $99,000 Shares 470 Est. Cost $257.12 Unrealized -15.4%