Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $117M (100.0% shares, 0.0% debt)

Holdings (89)

AAPL APPLE INC 11.2%
Value $13.04M Shares 55,974 Est. Cost $154.71 Unrealized +43.5%
MSFT MICROSOFT CORP 11.0%
Value $12.81M Shares 29,777 Est. Cost $313.41 Unrealized +35.0%
NVDA NVIDIA CORPORATION 6.6%
Value $7.758M Shares 63,880 Est. Cost $109.01 Unrealized +8.3%
AMZN AMAZON COM INC 5.0%
Value $5.792M Shares 31,084 Est. Cost $127.43 Unrealized +43.2%
META META PLATFORMS INC 4.2%
Value $4.889M Shares 8,540 Est. Cost $329.69 Unrealized +55.3%
GOOG ALPHABET INC 2.6%
Value $3.048M Shares 18,228 Est. Cost $112.46 Unrealized +49.6%
GOOGL ALPHABET INC 2.6%
Value $3.017M Shares 18,191 Est. Cost $111.70 Unrealized +49.3%
CTAS CINTAS CORP 2.3%
Value $2.747M Shares 13,344 Est. Cost $169.09 Unrealized +12.9%
TSLA TESLA INC 2.2%
Value $2.618M Shares 10,005 Est. Cost $297.98 Unrealized -23.5%
AVGO BROADCOM INC 2.1%
Value $2.413M Shares 13,990 Est. Cost $147.39 Unrealized +7.2%
CLH CLEAN HARBORS INC 1.7%
Value $1.962M Shares 8,116 Est. Cost $105.37 Unrealized +123.1%
PH PARKER-HANNIFIN CORP 1.6%
Value $1.827M Shares 2,891 Est. Cost $292.73 Unrealized +91.4%
GS GOLDMAN SACHS GROUP INC 1.4%
Value $1.652M Shares 3,336 Est. Cost $356.48 Unrealized +33.3%
COST COSTCO WHSL CORP NEW 1.4%
Value $1.614M Shares 1,821 Est. Cost $488.10 Unrealized +76.6%
ORCL ORACLE CORP 1.4%
Value $1.607M Shares 9,428 Est. Cost $88.90 Unrealized +60.9%
V VISA INC 1.4%
Value $1.604M Shares 5,832 Est. Cost $208.13 Unrealized +28.6%
MA MASTERCARD INCORPORATED 1.2%
Value $1.383M Shares 2,801 Est. Cost $337.80 Unrealized +36.7%
SPY SPDR S&P 500 ETF TR 1.1%
Value $1.335M Shares 2,327 Est. Cost $532.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value $1.211M Shares 1,958 Est. Cost $617.25 Unrealized -4.6%
JPM JPMORGAN CHASE & CO. 1.0%
Value $1.196M Shares 5,671 Est. Cost $147.83 Unrealized +38.6%
LAM RESEARCH CORP 1.0%
Value $1.161M Shares 1,423 Est. Cost $718.87 Unrealized
ABBV ABBVIE INC 1.0%
Value $1.132M Shares 5,732 Est. Cost $101.71 Unrealized +75.7%
DHR DANAHER CORPORATION 1.0%
Value $1.119M Shares 4,024 Est. Cost $270.11 Unrealized -2.8%
MCD MCDONALDS CORP 0.9%
Value $1.071M Shares 3,518 Est. Cost $229.60 Unrealized +16.2%
SNA SNAP ON INC 0.9%
Value $1.067M Shares 3,682 Est. Cost $191.57 Unrealized +38.7%
MS MORGAN STANLEY 0.9%
Value $1.049M Shares 10,061 Est. Cost $86.77 Unrealized +11.7%
MCO MOODYS CORP 0.9%
Value $1.036M Shares 2,183 Est. Cost $372.33 Unrealized +23.2%
ADBE ADOBE INC 0.9%
Value $1.012M Shares 1,955 Est. Cost $625.08 Unrealized -12.3%
HD HOME DEPOT INC 0.9%
Value $1.002M Shares 2,474 Est. Cost $343.18 Unrealized +2.8%
BLACKROCK INC 0.9%
Value $996K Shares 1,049 Est. Cost $915.56 Unrealized
QCOM QUALCOMM INC 0.8%
Value $986K Shares 5,797 Est. Cost $146.06 Unrealized +17.2%
NFLX NETFLIX INC 0.8%
Value $981K Shares 1,383 Est. Cost $63.89 Unrealized +4.7%
SPGI S&P GLOBAL INC 0.8%
Value $968K Shares 1,874 Est. Cost $441.83 Unrealized +10.9%
KLAC KLA CORP 0.8%
Value $951K Shares 1,228 Est. Cost $369.50 Unrealized +109.8%
CRM SALESFORCE INC 0.8%
Value $893K Shares 3,262 Est. Cost $277.61 Unrealized -8.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.7%
Value $873K Shares 11,759 Est. Cost $76.97 Unrealized -7.9%
ACN ACCENTURE PLC IRELAND 0.7%
Value $868K Shares 2,455 Est. Cost $343.31 Unrealized -6.0%
WSM WILLIAMS SONOMA INC 0.7%
Value $867K Shares 5,596 Est. Cost $113.26 Unrealized +24.2%
FDX FEDEX CORP 0.7%
Value $865K Shares 3,162 Est. Cost $219.91 Unrealized +27.9%
AMAT APPLIED MATLS INC 0.7%
Value $848K Shares 4,198 Est. Cost $139.59 Unrealized +45.0%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value $847K Shares 1,883 Est. Cost $239.53 Unrealized +71.5%
MU MICRON TECHNOLOGY INC 0.7%
Value $840K Shares 8,097 Est. Cost $76.29 Unrealized +36.3%
ZTS ZOETIS INC 0.7%
Value $839K Shares 4,296 Est. Cost $210.50 Unrealized -13.9%
ADSK AUTODESK INC 0.7%
Value $802K Shares 2,912 Est. Cost $291.48 Unrealized -13.6%
JEF JEFFERIES FINL GROUP INC 0.7%
Value $775K Shares 12,594 Est. Cost $33.72 Unrealized +61.3%
APH AMPHENOL CORP NEW 0.7%
Value $768K Shares 11,782 Est. Cost $51.49 Unrealized +24.4%
HCA HCA HEALTHCARE INC 0.6%
Value $758K Shares 1,865 Est. Cost $236.02 Unrealized +53.4%
MSCI MSCI INC 0.6%
Value $754K Shares 1,293 Est. Cost $599.45 Unrealized -11.0%
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value $741K Shares 2,735 Est. Cost $174.32 Unrealized +58.6%
NTAP NETAPP INC 0.6%
Value $694K Shares 5,615 Est. Cost $81.51 Unrealized +48.6%
SHOP SHOPIFY INC 0.6%
Value $675K Shares 8,423 Est. Cost $59.75 Unrealized +15.6%
SCI SERVICE CORP INTL 0.5%
Value $589K Shares 7,463 Est. Cost $66.44 Unrealized +14.4%
WDC WESTERN DIGITAL CORP. 0.5%
Value $576K Shares 8,438 Est. Cost $43.29 Unrealized +16.3%
TROW PRICE T ROWE GROUP INC 0.5%
Value $554K Shares 5,084 Est. Cost $168.65 Unrealized -39.4%
COO COOPER COS INC 0.5%
Value $552K Shares 5,004 Est. Cost $96.75 Unrealized +0.6%
NKE NIKE INC 0.5%
Value $542K Shares 6,136 Est. Cost $154.55 Unrealized -50.8%
LOW LOWES COS INC 0.5%
Value $535K Shares 1,974 Est. Cost $219.81 Unrealized +7.4%
NXPI NXP SEMICONDUCTORS N V 0.5%
Value $532K Shares 2,216 Est. Cost $196.64 Unrealized +24.1%
POOL POOL CORP 0.5%
Value $530K Shares 1,406 Est. Cost $497.54 Unrealized -31.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value $524K Shares 4,782 Est. Cost $84.69 Unrealized +16.9%
TGT TARGET CORP 0.4%
Value $520K Shares 3,334 Est. Cost $214.19 Unrealized -34.2%
HOLX HOLOGIC INC 0.4%
Value $494K Shares 6,063 Est. Cost $73.51 Unrealized +8.8%
A AGILENT TECHNOLOGIES INC 0.4%
Value $480K Shares 3,230 Est. Cost $151.43 Unrealized -10.5%
MTD METTLER TOLEDO INTERNATIONAL 0.4%
Value $477K Shares 318 Est. Cost $1511.82 Unrealized -7.2%
TEL TE CONNECTIVITY PLC 0.4%
Value $469K Shares 3,109 Est. Cost $146.90 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value $466K Shares 2,876 Est. Cost $145.09 Unrealized +5.2%
FFIV F5 INC 0.4%
Value $465K Shares 2,110 Est. Cost $221.99 Unrealized -12.7%
TXN TEXAS INSTRS INC 0.4%
Value $462K Shares 2,238 Est. Cost $170.14 Unrealized +13.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value $461K Shares 5,974 Est. Cost $75.26 Unrealized -3.2%
AMGN AMGEN INC 0.4%
Value $449K Shares 1,395 Est. Cost $185.15 Unrealized +69.1%
CSCO CISCO SYS INC 0.4%
Value $442K Shares 8,310 Est. Cost $50.47 Unrealized -7.3%
IQV IQVIA HLDGS INC 0.4%
Value $442K Shares 1,864 Est. Cost $259.51 Unrealized -9.0%
CDW CDW CORP 0.4%
Value $422K Shares 1,865 Est. Cost $180.53 Unrealized +20.5%
ABT ABBOTT LABS 0.4%
Value $421K Shares 3,693 Est. Cost $118.69 Unrealized -9.8%
VEEV VEEVA SYS INC 0.3%
Value $391K Shares 1,864 Est. Cost $290.73 Unrealized -32.0%
QRVO QORVO INC 0.3%
Value $342K Shares 3,311 Est. Cost $158.98 Unrealized -29.4%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value $332K Shares 1,023 Est. Cost $680.89 Unrealized -50.6%
QQQ INVESCO QQQ TR 0.3%
Value $315K Shares 645 Est. Cost $488.07 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value $311K Shares 3,148 Est. Cost $142.00 Unrealized -29.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.3%
Value $311K Shares 839 Est. Cost $567.76 Unrealized -40.8%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $277K Shares 4,192 Est. Cost $116.64 Unrealized -37.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $267K Shares 574 Est. Cost $194.45 Unrealized +147.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $263K Shares 250 Est. Cost $611.44 Unrealized +81.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $246K Shares 1,501 Est. Cost $174.81 Unrealized -13.1%
GILD GILEAD SCIENCES INC 0.2%
Value $245K Shares 2,920 Est. Cost $58.80 Unrealized +24.3%
VLTO VERALTO CORP 0.1%
Value $150K Shares 1,341 Est. Cost $82.23 Unrealized +27.7%
INTC INTEL CORP 0.1%
Value $134K Shares 5,700 Est. Cost $44.04 Unrealized -43.5%
BIIB BIOGEN INC 0.1%
Value $84,902 Shares 438 Est. Cost $257.12 Unrealized -18.6%
MRNA MODERNA INC 0.1%
Value $71,308 Shares 1,067 Est. Cost $292.38 Unrealized -68.6%