Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value: $72.91M (100.0% shares, 0.0% debt)

Holdings (88)

AAPL APPLE INC 11.3%
Value $8.203M Shares 60,000 Est. Cost $154.71 Unrealized -3.9%
MSFT MICROSOFT CORP 11.2%
Value $8.198M Shares 31,919 Est. Cost $313.41 Unrealized -15.9%
AMZN AMAZON COM INC 4.9%
Value $3.539M Shares 33,320 Est. Cost $127.43 Unrealized -1.8%
TSLA TESLA INC 3.3%
Value $2.407M Shares 3,575 Est. Cost $335.39 Unrealized -18.6%
GOOG ALPHABET INC 2.9%
Value $2.137M Shares 977 Est. Cost $143.45 Unrealized -18.2%
GOOGL ALPHABET INC 2.9%
Value $2.125M Shares 975 Est. Cost $142.94 Unrealized -18.3%
META META PLATFORMS INC 2.0%
Value $1.476M Shares 9,155 Est. Cost $329.69 Unrealized -41.9%
CTAS CINTAS CORP 1.8%
Value $1.336M Shares 3,577 Est. Cost $103.73 Unrealized -9.1%
V VISA INC 1.7%
Value $1.231M Shares 6,252 Est. Cost $208.13 Unrealized -3.4%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $1.14M Shares 2,099 Est. Cost $617.25 Unrealized -11.8%
DHR DANAHER CORPORATION 1.5%
Value $1.094M Shares 4,314 Est. Cost $270.11 Unrealized -16.2%
GS GOLDMAN SACHS GROUP INC 1.5%
Value $1.062M Shares 3,577 Est. Cost $356.48 Unrealized -20.5%
NVDA NVIDIA CORPORATION 1.4%
Value $1.038M Shares 6,848 Est. Cost $27.46 Unrealized -31.4%
MA MASTERCARD INCORPORATED 1.3%
Value $947K Shares 3,003 Est. Cost $337.80 Unrealized -0.1%
ABBV ABBVIE INC 1.3%
Value $941K Shares 6,145 Est. Cost $101.71 Unrealized +31.9%
COST COSTCO WHSL CORP NEW 1.3%
Value $936K Shares 1,952 Est. Cost $488.10 Unrealized -0.7%
MCD MCDONALDS CORP 1.3%
Value $931K Shares 3,772 Est. Cost $229.60 Unrealized -1.4%
MS MORGAN STANLEY 1.1%
Value $820K Shares 10,785 Est. Cost $86.77 Unrealized -16.5%
QCOM QUALCOMM INC 1.1%
Value $794K Shares 6,215 Est. Cost $146.06 Unrealized -14.5%
ZTS ZOETIS INC 1.1%
Value $792K Shares 4,605 Est. Cost $210.50 Unrealized -20.8%
SNA SNAP ON INC 1.1%
Value $778K Shares 3,947 Est. Cost $191.57 Unrealized +1.1%
FDX FEDEX CORP 1.1%
Value $769K Shares 3,390 Est. Cost $219.91 Unrealized -10.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value $767K Shares 2,096 Est. Cost $625.08 Unrealized -34.9%
CLH CLEAN HARBORS INC 1.0%
Value $763K Shares 8,700 Est. Cost $105.37 Unrealized -8.4%
PH PARKER-HANNIFIN CORP 1.0%
Value $763K Shares 3,100 Est. Cost $292.73 Unrealized -12.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.0%
Value $732K Shares 12,605 Est. Cost $76.97 Unrealized -16.5%
ACN ACCENTURE PLC IRELAND 1.0%
Value $731K Shares 2,632 Est. Cost $343.31 Unrealized -17.1%
AVGO BROADCOM INC 1.0%
Value $729K Shares 1,500 Est. Cost $51.79 Unrealized +1.2%
HD HOME DEPOT INC 1.0%
Value $727K Shares 2,652 Est. Cost $343.18 Unrealized -21.6%
ORCL ORACLE CORP 1.0%
Value $706K Shares 10,107 Est. Cost $88.90 Unrealized -21.4%
JPM JPMORGAN CHASE & CO 0.9%
Value $685K Shares 6,079 Est. Cost $147.83 Unrealized -23.5%
BLACKROCK INC 0.9%
Value $685K Shares 1,125 Est. Cost $915.56 Unrealized
SPGI S&P GLOBAL INC 0.9%
Value $677K Shares 2,009 Est. Cost $441.83 Unrealized -21.8%
NKE NIKE INC 0.9%
Value $672K Shares 6,578 Est. Cost $154.55 Unrealized -28.0%
LAM RESEARCH CORP 0.9%
Value $650K Shares 1,526 Est. Cost $718.87 Unrealized
MCO MOODYS CORP 0.9%
Value $637K Shares 2,341 Est. Cost $372.33 Unrealized -22.1%
TROW PRICE T ROWE GROUP INC 0.8%
Value $619K Shares 5,450 Est. Cost $168.65 Unrealized -36.5%
CRM SALESFORCE INC 0.8%
Value $577K Shares 3,497 Est. Cost $277.61 Unrealized -37.1%
MSCI MSCI INC 0.8%
Value $572K Shares 1,387 Est. Cost $599.45 Unrealized -30.3%
SCI SERVICE CORP INTL 0.8%
Value $553K Shares 8,000 Est. Cost $66.44 Unrealized +2.9%
JNJ JOHNSON & JOHNSON 0.8%
Value $547K Shares 3,083 Est. Cost $145.09 Unrealized +10.2%
ADSK AUTODESK INC 0.7%
Value $537K Shares 3,122 Est. Cost $291.48 Unrealized -34.0%
POOL POOL CORP 0.7%
Value $530K Shares 1,508 Est. Cost $497.54 Unrealized -24.1%
CHTR CHARTER COMMUNICATIONS INC N 0.7%
Value $514K Shares 1,097 Est. Cost $680.89 Unrealized -28.4%
TGT TARGET CORP 0.7%
Value $505K Shares 3,574 Est. Cost $214.19 Unrealized -20.5%
DISCOVER FINL SVCS 0.7%
Value $492K Shares 5,200 Est. Cost $115.58 Unrealized
PAYX PAYCHEX INC 0.7%
Value $486K Shares 4,266 Est. Cost $109.87 Unrealized +2.7%
MU MICRON TECHNOLOGY INC 0.7%
Value $480K Shares 8,680 Est. Cost $76.29 Unrealized -12.8%
HOLX HOLOGIC INC 0.6%
Value $450K Shares 6,500 Est. Cost $73.51 Unrealized +1.0%
DE DEERE & CO 0.6%
Value $447K Shares 1,493 Est. Cost $328.58 Unrealized +6.4%
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value $440K Shares 2,932 Est. Cost $174.32 Unrealized -13.4%
IQV IQVIA HLDGS INC 0.6%
Value $434K Shares 1,999 Est. Cost $259.51 Unrealized -16.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value $432K Shares 6,404 Est. Cost $75.26 Unrealized -4.2%
WDC WESTERN DIGITAL CORP. 0.6%
Value $431K Shares 9,610 Est. Cost $43.29 Unrealized -7.6%
ABT ABBOTT LABS 0.6%
Value $430K Shares 3,959 Est. Cost $118.69 Unrealized -10.6%
EW EDWARDS LIFESCIENCES CORP 0.6%
Value $427K Shares 4,494 Est. Cost $116.64 Unrealized -11.2%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value $423K Shares 2,019 Est. Cost $239.53 Unrealized -12.8%
KLAC KLA CORP 0.6%
Value $420K Shares 1,317 Est. Cost $369.50 Unrealized -12.4%
COOPER COS INC 0.6%
Value $420K Shares 1,341 Est. Cost $419.09 Unrealized
A AGILENT TECHNOLOGIES INC 0.6%
Value $411K Shares 3,463 Est. Cost $151.43 Unrealized -20.8%
AMAT APPLIED MATLS INC 0.6%
Value $409K Shares 4,500 Est. Cost $139.59 Unrealized -24.0%
APH AMPHENOL CORP NEW 0.6%
Value $407K Shares 6,315 Est. Cost $38.92 Unrealized -13.7%
VEEV VEEVA SYS INC 0.5%
Value $396K Shares 1,999 Est. Cost $290.73 Unrealized -36.7%
NTAP NETAPP INC 0.5%
Value $393K Shares 6,019 Est. Cost $81.51 Unrealized -19.3%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value $392K Shares 341 Est. Cost $1511.82 Unrealized -16.9%
CSCO CISCO SYS INC 0.5%
Value $380K Shares 8,908 Est. Cost $50.47 Unrealized -15.2%
TE CONNECTIVITY LTD 0.5%
Value $377K Shares 3,333 Est. Cost $161.42 Unrealized
JEF JEFFERIES FINL GROUP INC 0.5%
Value $373K Shares 13,500 Est. Cost $33.72 Unrealized -22.0%
LOW LOWES COS INC 0.5%
Value $370K Shares 2,116 Est. Cost $219.81 Unrealized -18.3%
TXN TEXAS INSTRS INC 0.5%
Value $369K Shares 2,400 Est. Cost $170.14 Unrealized -11.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value $366K Shares 5,126 Est. Cost $84.69 Unrealized -15.2%
AMGN AMGEN INC 0.5%
Value $364K Shares 1,496 Est. Cost $185.15 Unrealized +18.1%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value $352K Shares 2,376 Est. Cost $196.64 Unrealized -17.7%
FFIV F5 INC 0.5%
Value $346K Shares 2,262 Est. Cost $221.99 Unrealized -21.7%
HCA HCA HEALTHCARE INC 0.5%
Value $336K Shares 2,000 Est. Cost $236.02 Unrealized -11.8%
QRVO QORVO INC 0.5%
Value $335K Shares 3,550 Est. Cost $158.98 Unrealized -32.2%
WSM WILLIAMS SONOMA INC 0.5%
Value $333K Shares 3,000 Est. Cost $85.90 Unrealized -29.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value $322K Shares 2,984 Est. Cost $235.14 Unrealized -55.1%
CDW CDW CORP 0.4%
Value $315K Shares 2,000 Est. Cost $180.53 Unrealized -11.1%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value $313K Shares 3,375 Est. Cost $142.00 Unrealized -31.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.4%
Value $265K Shares 900 Est. Cost $567.76 Unrealized -38.7%
NFLX NETFLIX INC 0.4%
Value $259K Shares 1,483 Est. Cost $63.89 Unrealized -65.3%
GILD GILEAD SCIENCES INC 0.3%
Value $194K Shares 3,131 Est. Cost $58.80 Unrealized -8.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $174K Shares 616 Est. Cost $194.45 Unrealized +37.6%
MRNA MODERNA INC 0.2%
Value $163K Shares 1,144 Est. Cost $292.38 Unrealized -51.1%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $158K Shares 268 Est. Cost $611.44 Unrealized +5.7%
SHOP SHOPIFY INC 0.2%
Value $157K Shares 5,010 Est. Cost $46.64 Unrealized -8.4%
BIIB BIOGEN INC 0.1%
Value $96,000 Shares 470 Est. Cost $257.12 Unrealized -20.5%