Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value: $114M (100.0% shares, 0.0% debt)

Holdings (83)

AAPL APPLE INC COM 9.5%
Value $10.79M Shares 48,578 Est. Cost $154.71 Unrealized +49.2%
MSFT MICROSOFT CORP COM 7.8%
Value $8.926M Shares 23,777 Est. Cost $313.41 Unrealized +29.2%
NVDA NVIDIA CORP 7.0%
Value $8.004M Shares 73,850 Est. Cost $111.40 Unrealized +13.7%
AMZN AMAZON COM INC 5.7%
Value $6.464M Shares 33,972 Est. Cost $135.05 Unrealized +60.7%
META META PLATFORMS INC 4.3%
Value $4.922M Shares 8,540 Est. Cost $329.69 Unrealized +95.1%
TSLA TESLA INC 2.6%
Value $2.952M Shares 11,389 Est. Cost $302.27 Unrealized +10.3%
GOOG ALPHABET INC CL C 2.5%
Value $2.848M Shares 18,228 Est. Cost $112.46 Unrealized +62.2%
GOOGL ALPHABET INC CL A 2.5%
Value $2.813M Shares 18,191 Est. Cost $111.70 Unrealized +61.8%
CTAS CINTAS CORP 2.4%
Value $2.743M Shares 13,344 Est. Cost $169.09 Unrealized +17.0%
NFLX NETFLIX COM INC 2.2%
Value $2.458M Shares 2,636 Est. Cost $78.73 Unrealized +20.8%
AVGO BROADCOM INC 2.1%
Value $2.342M Shares 13,990 Est. Cost $147.39 Unrealized +42.4%
V VISA INC COM CL A 1.8%
Value $2.044M Shares 5,832 Est. Cost $208.13 Unrealized +61.6%
GS GOLDMAN SACHS GROUP INC 1.6%
Value $1.822M Shares 3,336 Est. Cost $356.48 Unrealized +65.7%
PH PARKER HANNIFIN CORP 1.5%
Value $1.757M Shares 2,891 Est. Cost $292.73 Unrealized +121.6%
COST COSTCO WHSL CORP 1.5%
Value $1.722M Shares 1,821 Est. Cost $488.10 Unrealized +98.8%
CLH CLEAN HBRS INC 1.4%
Value $1.588M Shares 8,057 Est. Cost $105.37 Unrealized +107.7%
MA MASTERCARD INC 1.3%
Value $1.535M Shares 2,801 Est. Cost $337.80 Unrealized +60.5%
JPM JPMORGAN CHASE CO 1.2%
Value $1.391M Shares 5,671 Est. Cost $147.83 Unrealized +69.7%
ORCL ORACLE CORPORATION 1.2%
Value $1.318M Shares 9,428 Est. Cost $88.90 Unrealized +81.7%
SNA SNAP ON INC 1.1%
Value $1.241M Shares 3,682 Est. Cost $191.57 Unrealized +73.2%
TMUS T MOBILE US INC 1.1%
Value $1.209M Shares 4,532 Est. Cost $243.03 Unrealized 0.0%
ABBV ABBVIE INC 1.1%
Value $1.201M Shares 5,732 Est. Cost $101.71 Unrealized +86.2%
LIN LINDE PLC SHS 1.0%
Value $1.191M Shares 2,557 Est. Cost $444.55 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 1.0%
Value $1.174M Shares 10,061 Est. Cost $86.77 Unrealized +45.1%
CME CME GROUP INC 0.9%
Value $1.082M Shares 4,080 Est. Cost $242.42 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.9%
Value $1.035M Shares 14,230 Est. Cost $74.98 Unrealized +4.2%
MCO MOODYS CORP 0.9%
Value $1.017M Shares 2,183 Est. Cost $372.33 Unrealized +28.5%
BLK BLACKROCK INC COM 0.9%
Value $993K Shares 1,049 Est. Cost $991.05 Unrealized -2.9%
SSNC SS C TECHNOLOGIES HLDGS INC COM 0.9%
Value $982K Shares 11,759 Est. Cost $76.97 Unrealized +7.5%
SPGI S P GLOBAL INC COM 0.8%
Value $952K Shares 1,874 Est. Cost $441.83 Unrealized +14.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.8%
Value $934K Shares 11,064 Est. Cost $87.82 Unrealized 0.0%
HD HOME DEPOT INC 0.8%
Value $907K Shares 2,474 Est. Cost $343.18 Unrealized +10.9%
INTU INTUIT COM 0.8%
Value $903K Shares 1,470 Est. Cost $597.47 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.8%
Value $890K Shares 5,797 Est. Cost $146.06 Unrealized +9.3%
WMT WALMART INC COM 0.8%
Value $884K Shares 10,075 Est. Cost $92.95 Unrealized 0.0%
CRM SALESFORCE INC 0.8%
Value $875K Shares 3,262 Est. Cost $277.61 Unrealized +11.3%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $851K Shares 1,718 Est. Cost $553.02 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.7%
Value $835K Shares 1,228 Est. Cost $369.50 Unrealized +93.5%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value $824K Shares 1,883 Est. Cost $239.53 Unrealized +84.4%
SHOP SHOPIFY INC A 0.7%
Value $804K Shares 8,423 Est. Cost $59.75 Unrealized +82.4%
BKNG BOOKING HOLDINGS INC 0.7%
Value $788K Shares 171 Est. Cost $4749.08 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.7%
Value $773K Shares 11,782 Est. Cost $51.49 Unrealized +31.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value $766K Shares 2,455 Est. Cost $343.31 Unrealized +1.8%
ADSK AUTODESK INC 0.7%
Value $762K Shares 2,912 Est. Cost $291.48 Unrealized -2.4%
ADBE ADOBE INC 0.7%
Value $750K Shares 1,955 Est. Cost $625.08 Unrealized -31.4%
MSCI MSCI INC 0.6%
Value $731K Shares 1,293 Est. Cost $599.45 Unrealized -4.1%
MU MICRON TECHNOLOGY INC 0.6%
Value $704K Shares 8,097 Est. Cost $76.29 Unrealized +25.5%
CDNS CADENCE DESIGN SYS INC 0.6%
Value $696K Shares 2,735 Est. Cost $174.32 Unrealized +59.5%
JEF JEFFERIES FINANCIAL GROUP INC COM 0.6%
Value $675K Shares 12,594 Est. Cost $33.72 Unrealized +95.0%
HCA HCA HEALTHCARE INC COM 0.6%
Value $644K Shares 1,865 Est. Cost $236.02 Unrealized +35.3%
DVA DAVITA INC 0.5%
Value $625K Shares 4,088 Est. Cost $157.11 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.5%
Value $609K Shares 4,198 Est. Cost $139.59 Unrealized +19.4%
AXP AMERICAN EXPRESS CO 0.5%
Value $609K Shares 2,263 Est. Cost $292.46 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.5%
Value $605K Shares 13,769 Est. Cost $43.80 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.5%
Value $604K Shares 1,024 Est. Cost $557.47 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value $601K Shares 1,967 Est. Cost $295.41 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.5%
Value $599K Shares 2,418 Est. Cost $263.11 Unrealized 0.0%
FICO FAIR ISAAC CORPORATION 0.5%
Value $599K Shares 325 Est. Cost $1851.88 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.5%
Value $599K Shares 7,463 Est. Cost $66.44 Unrealized +18.4%
APP APPLOVIN CORP COM CL A 0.5%
Value $573K Shares 2,164 Est. Cost $344.61 Unrealized 0.0%
DASH DOORDASH INC CL A 0.5%
Value $573K Shares 3,137 Est. Cost $188.06 Unrealized 0.0%
CVNA CARVANA CO 0.5%
Value $573K Shares 2,739 Est. Cost $221.24 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.5%
Value $572K Shares 2,786 Est. Cost $233.26 Unrealized 0.0%
FTNT FORTINET INC 0.5%
Value $563K Shares 5,852 Est. Cost $101.38 Unrealized 0.0%
FFIV F5 INC 0.5%
Value $562K Shares 2,110 Est. Cost $221.99 Unrealized +26.0%
CART MAPLEBEAR INC COM 0.5%
Value $558K Shares 13,996 Est. Cost $44.42 Unrealized 0.0%
MRK MERCK CO INC 0.5%
Value $551K Shares 6,141 Est. Cost $90.12 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.5%
Value $551K Shares 2,732 Est. Cost $218.15 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.5%
Value $550K Shares 3,226 Est. Cost $184.92 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.5%
Value $544K Shares 5,698 Est. Cost $100.05 Unrealized 0.0%
ABNB AIRBNB INC 0.5%
Value $540K Shares 4,521 Est. Cost $133.97 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY SA 0.5%
Value $536K Shares 974 Est. Cost $558.87 Unrealized 0.0%
VST VISTRA ENERGY CORP 0.5%
Value $535K Shares 4,555 Est. Cost $148.62 Unrealized 0.0%
EME EMCOR GROUP INC 0.5%
Value $519K Shares 1,405 Est. Cost $431.82 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.4%
Value $495K Shares 6,852 Est. Cost $106.29 Unrealized 0.0%
NTAP NETAPP INC COM 0.4%
Value $493K Shares 5,615 Est. Cost $81.51 Unrealized +32.9%
ABT ABBOTT LABS COM 0.4%
Value $490K Shares 3,693 Est. Cost $118.69 Unrealized +5.7%
JNJ JOHNSON JOHNSON 0.4%
Value $477K Shares 2,876 Est. Cost $145.09 Unrealized +5.1%
VEEV VEEVA SYSTEMS INC CLASS A 0.4%
Value $432K Shares 1,864 Est. Cost $290.73 Unrealized -21.4%
COO COOPER COS INC COM 0.4%
Value $422K Shares 5,004 Est. Cost $96.75 Unrealized -7.4%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value $421K Shares 2,216 Est. Cost $196.64 Unrealized +6.6%
GILD GILEAD SCIENCES INC 0.3%
Value $327K Shares 2,920 Est. Cost $58.80 Unrealized +71.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value $278K Shares 574 Est. Cost $194.45 Unrealized +139.6%