Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value: $119M (100.0% shares, 0.0% debt)

Holdings (80)

AAPL APPLE INC COM 11.7%
Value $14.02M Shares 55,974 Est. Cost $154.71 Unrealized +51.6%
MSFT MICROSOFT CORP COM 10.5%
Value $12.55M Shares 29,777 Est. Cost $313.41 Unrealized +34.8%
NVDA NVIDIA CORP 7.2%
Value $8.578M Shares 63,880 Est. Cost $109.01 Unrealized +26.4%
AMZN AMAZON COM INC 5.7%
Value $6.82M Shares 31,084 Est. Cost $127.43 Unrealized +60.5%
META META PLATFORMS INC 4.2%
Value $5M Shares 8,540 Est. Cost $329.69 Unrealized +77.4%
TSLA TESLA INC 3.4%
Value $4.04M Shares 10,005 Est. Cost $297.98 Unrealized +8.0%
GOOG ALPHABET INC CL C 2.9%
Value $3.471M Shares 18,228 Est. Cost $112.46 Unrealized +56.2%
GOOGL ALPHABET INC CL A 2.9%
Value $3.444M Shares 18,191 Est. Cost $111.70 Unrealized +55.9%
AVGO BROADCOM INC 2.7%
Value $3.243M Shares 13,990 Est. Cost $147.39 Unrealized +24.1%
CTAS CINTAS CORP 2.0%
Value $2.438M Shares 13,344 Est. Cost $169.09 Unrealized +23.2%
GS GOLDMAN SACHS GROUP INC 1.6%
Value $1.91M Shares 3,336 Est. Cost $356.48 Unrealized +52.8%
CLH CLEAN HBRS INC 1.6%
Value $1.868M Shares 8,116 Est. Cost $105.37 Unrealized +135.7%
V VISA INC COM CL A 1.5%
Value $1.843M Shares 5,832 Est. Cost $208.13 Unrealized +43.3%
PH PARKER HANNIFIN CORP 1.5%
Value $1.839M Shares 2,891 Est. Cost $292.73 Unrealized +123.8%
COST COSTCO WHSL CORP 1.4%
Value $1.669M Shares 1,821 Est. Cost $488.10 Unrealized +89.0%
ORCL ORACLE CORPORATION 1.3%
Value $1.571M Shares 9,428 Est. Cost $88.90 Unrealized +97.8%
MA MASTERCARD INC 1.2%
Value $1.475M Shares 2,801 Est. Cost $337.80 Unrealized +52.4%
JPM JPMORGAN CHASE CO 1.1%
Value $1.359M Shares 5,671 Est. Cost $147.83 Unrealized +54.3%
MS MORGAN STANLEY COM NEW 1.1%
Value $1.265M Shares 10,061 Est. Cost $86.77 Unrealized +37.7%
SNA SNAP ON INC 1.0%
Value $1.25M Shares 3,682 Est. Cost $191.57 Unrealized +70.9%
NFLX NETFLIX COM INC 1.0%
Value $1.233M Shares 1,383 Est. Cost $63.89 Unrealized +28.8%
SPY SPDR S P 500 ETF TRUST 0.9%
Value $1.118M Shares 1,907 Est. Cost $532.72 Unrealized
CRM SALESFORCE INC 0.9%
Value $1.091M Shares 3,262 Est. Cost $277.61 Unrealized +14.1%
BLK BLACKROCK INC COM 0.9%
Value $1.075M Shares 1,049 Est. Cost $991.05 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.9%
Value $1.036M Shares 5,596 Est. Cost $113.26 Unrealized +37.9%
MCO MOODYS CORP 0.9%
Value $1.033M Shares 2,183 Est. Cost $372.33 Unrealized +27.1%
LRCX LAM RESEARCH CORP 0.9%
Value $1.028M Shares 14,230 Est. Cost $74.98 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.9%
Value $1.02M Shares 3,518 Est. Cost $229.60 Unrealized +26.4%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $1.019M Shares 1,958 Est. Cost $617.25 Unrealized -11.3%
ABBV ABBVIE INC 0.9%
Value $1.019M Shares 5,732 Est. Cost $101.71 Unrealized +74.4%
JEF JEFFERIES FINANCIAL GROUP INC COM 0.8%
Value $987K Shares 12,594 Est. Cost $33.72 Unrealized +105.6%
HD HOME DEPOT INC 0.8%
Value $962K Shares 2,474 Est. Cost $343.18 Unrealized +15.8%
SPGI S P GLOBAL INC COM 0.8%
Value $933K Shares 1,874 Est. Cost $441.83 Unrealized +13.9%
DHR DANAHER CORP 0.8%
Value $924K Shares 4,024 Est. Cost $270.11 Unrealized -9.7%
SHOP SHOPIFY INC A 0.7%
Value $896K Shares 8,423 Est. Cost $59.75 Unrealized +62.8%
SSNC SS C TECHNOLOGIES HOLDINGS 0.7%
Value $891K Shares 11,759 Est. Cost $76.97 Unrealized -2.8%
QCOM QUALCOMM INC COM 0.7%
Value $891K Shares 5,797 Est. Cost $146.06 Unrealized +9.2%
FDX FED EX CORP 0.7%
Value $890K Shares 3,162 Est. Cost $219.91 Unrealized +23.6%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value $870K Shares 1,883 Est. Cost $239.53 Unrealized +95.6%
ADBE ADOBE INC 0.7%
Value $869K Shares 1,955 Est. Cost $625.08 Unrealized -20.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value $864K Shares 2,455 Est. Cost $343.31 Unrealized +3.3%
ADSK AUTODESK INC 0.7%
Value $861K Shares 2,912 Est. Cost $291.48 Unrealized +1.4%
CDNS CADENCE DESIGN SYS INC 0.7%
Value $822K Shares 2,735 Est. Cost $174.32 Unrealized +66.8%
APH AMPHENOL CORP CL A 0.7%
Value $818K Shares 11,782 Est. Cost $51.49 Unrealized +34.7%
MSCI MSCI INC 0.6%
Value $776K Shares 1,293 Est. Cost $599.45 Unrealized -1.3%
KLAC KLA CORP COM NEW 0.6%
Value $774K Shares 1,228 Est. Cost $369.50 Unrealized +81.1%
ZTS ZOETIS INC CL A 0.6%
Value $700K Shares 4,296 Est. Cost $210.50 Unrealized -16.2%
AMAT APPLIED MATERIALS INC 0.6%
Value $683K Shares 4,198 Est. Cost $139.59 Unrealized +28.4%
MU MICRON TECHNOLOGY INC 0.6%
Value $681K Shares 8,097 Est. Cost $76.29 Unrealized +32.7%
NTAP NETAPP INC 0.5%
Value $652K Shares 5,615 Est. Cost $81.51 Unrealized +46.2%
SCI SERVICE CORP INTL 0.5%
Value $596K Shares 7,463 Est. Cost $66.44 Unrealized +23.1%
HCA HCA HEALTHCARE INC 0.5%
Value $560K Shares 1,865 Est. Cost $236.02 Unrealized +46.7%
QQQ INVESCO QQQ TRUST 0.5%
Value $550K Shares 1,075 Est. Cost $497.33 Unrealized
FFIV F5 INC 0.4%
Value $531K Shares 2,110 Est. Cost $221.99 Unrealized +7.7%
WDC WESTERN DIGITAL CORP COM 0.4%
Value $503K Shares 8,438 Est. Cost $43.29 Unrealized +15.7%
CSCO CISCO SYSTEMS INC 0.4%
Value $492K Shares 8,310 Est. Cost $50.47 Unrealized +9.7%
LOW LOWES CO INC 0.4%
Value $487K Shares 1,974 Est. Cost $219.81 Unrealized +19.0%
POOL POOL CORPORATION 0.4%
Value $479K Shares 1,406 Est. Cost $497.54 Unrealized -28.1%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value $461K Shares 2,216 Est. Cost $196.64 Unrealized +13.2%
COO COOPER COS INC COM 0.4%
Value $460K Shares 5,004 Est. Cost $96.75 Unrealized +5.3%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.4%
Value $459K Shares 5,974 Est. Cost $75.26 Unrealized +2.1%
TEL TE CONNECTIVITY PLC ORD SHS 0.4%
Value $444K Shares 3,109 Est. Cost $146.90 Unrealized -0.1%
HOLX HOLOGIC INC 0.4%
Value $437K Shares 6,063 Est. Cost $73.51 Unrealized +6.3%
A AGILENT TECHNOLOGIES INC 0.4%
Value $434K Shares 3,230 Est. Cost $151.43 Unrealized -10.3%
TXN TEXAS INSTRUMENTS INC 0.4%
Value $420K Shares 2,238 Est. Cost $170.14 Unrealized +13.5%
ABT ABBOTT LABS COM 0.3%
Value $418K Shares 3,693 Est. Cost $118.69 Unrealized -4.5%
JNJ JOHNSON JOHNSON 0.3%
Value $416K Shares 2,876 Est. Cost $145.09 Unrealized +3.1%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD 0.3%
Value $413K Shares 4,782 Est. Cost $84.69 Unrealized +15.9%
VEEV VEEVA SYSTEMS INC CLASS A 0.3%
Value $392K Shares 1,864 Est. Cost $290.73 Unrealized -24.4%
MTD METTLER TOLEDO INTL INC 0.3%
Value $389K Shares 318 Est. Cost $1511.82 Unrealized -13.7%
IQV IQVIA HLDGS INC 0.3%
Value $366K Shares 1,864 Est. Cost $259.51 Unrealized -18.7%
AMGN AMGEN INC 0.3%
Value $364K Shares 1,395 Est. Cost $185.15 Unrealized +54.5%
CHTR CHARTER COMMUNICATIONS INC NEW 0.3%
Value $351K Shares 1,023 Est. Cost $680.89 Unrealized -46.9%
CDW CDW CORP 0.3%
Value $325K Shares 1,865 Est. Cost $180.53 Unrealized +5.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.3%
Value $324K Shares 839 Est. Cost $567.76 Unrealized -31.8%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value $310K Shares 4,192 Est. Cost $116.64 Unrealized -40.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.2%
Value $279K Shares 3,148 Est. Cost $142.00 Unrealized -38.9%
GILD GILEAD SCIENCES INC 0.2%
Value $270K Shares 2,920 Est. Cost $58.80 Unrealized +47.9%
QRVO QORVO INC 0.2%
Value $232K Shares 3,311 Est. Cost $158.98 Unrealized -49.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value $231K Shares 574 Est. Cost $194.45 Unrealized +138.4%