Roberts Capital Advisors, LLC Diversified Active

Location: Denver, CO

CIK: 0001883719 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (78)

MSFT MICROSOFT CORP COM 8.8%
Value $11.83M Shares 23,777 Est. Cost $313.41 Unrealized +38.0%
NVDA NVIDIA CORP 8.6%
Value $11.67M Shares 73,850 Est. Cost $111.40 Unrealized +12.9%
AAPL APPLE INC COM 7.4%
Value $9.967M Shares 48,578 Est. Cost $154.71 Unrealized +30.2%
AMZN AMAZON COM INC 5.5%
Value $7.453M Shares 33,972 Est. Cost $135.05 Unrealized +46.5%
META META PLATFORMS INC 4.7%
Value $6.303M Shares 8,540 Est. Cost $329.69 Unrealized +87.0%
AVGO BROADCOM INC 3.7%
Value $5.004M Shares 18,155 Est. Cost $163.11 Unrealized +32.4%
TSLA TESLA INC 2.7%
Value $3.618M Shares 11,389 Est. Cost $302.27 Unrealized -0.3%
NFLX NETFLIX COM INC 2.6%
Value $3.53M Shares 2,636 Est. Cost $78.73 Unrealized +43.6%
GOOG ALPHABET INC CL C 2.4%
Value $3.233M Shares 18,228 Est. Cost $112.46 Unrealized +46.6%
GOOGL ALPHABET INC CL A 2.4%
Value $3.206M Shares 18,191 Est. Cost $111.70 Unrealized +46.2%
CTAS CINTAS CORP 2.2%
Value $2.974M Shares 13,344 Est. Cost $169.09 Unrealized +26.6%
GS GOLDMAN SACHS GROUP INC 1.9%
Value $2.632M Shares 3,719 Est. Cost $378.65 Unrealized +51.0%
JPM JPMORGAN CHASE CO 1.8%
Value $2.423M Shares 8,358 Est. Cost $181.53 Unrealized +39.2%
V VISA INC COM CL A 1.5%
Value $2.071M Shares 5,832 Est. Cost $208.13 Unrealized +66.7%
ORCL ORACLE CORPORATION 1.5%
Value $2.061M Shares 9,428 Est. Cost $88.90 Unrealized +80.9%
PH PARKER HANNIFIN CORP 1.5%
Value $2.019M Shares 2,891 Est. Cost $292.73 Unrealized +114.6%
CLH CLEAN HBRS INC 1.4%
Value $1.863M Shares 8,057 Est. Cost $105.37 Unrealized +107.8%
COST COSTCO WHSL CORP 1.3%
Value $1.803M Shares 1,821 Est. Cost $488.10 Unrealized +103.0%
MS MORGAN STANLEY COM NEW 1.2%
Value $1.667M Shares 11,831 Est. Cost $91.88 Unrealized +31.6%
MA MASTERCARD INC 1.2%
Value $1.574M Shares 2,801 Est. Cost $337.80 Unrealized +63.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 1.1%
Value $1.508M Shares 11,064 Est. Cost $87.82 Unrealized +33.6%
LRCX LAM RESEARCH CORP 1.0%
Value $1.385M Shares 14,230 Est. Cost $74.98 Unrealized +5.2%
LIN LINDE PLC SHS 0.9%
Value $1.2M Shares 2,557 Est. Cost $444.55 Unrealized +1.7%
APH AMPHENOL CORP CL A 0.9%
Value $1.163M Shares 11,782 Est. Cost $51.49 Unrealized +58.1%
INTU INTUIT COM 0.9%
Value $1.158M Shares 1,470 Est. Cost $597.47 Unrealized +12.9%
SNA SNAP ON INC 0.8%
Value $1.146M Shares 3,682 Est. Cost $191.57 Unrealized +63.2%
CME CME GROUP INC 0.8%
Value $1.125M Shares 4,080 Est. Cost $242.42 Unrealized +10.7%
BLK BLACKROCK INC COM 0.8%
Value $1.101M Shares 1,049 Est. Cost $991.05 Unrealized -5.8%
KLAC KLA CORP COM NEW 0.8%
Value $1.1M Shares 1,228 Est. Cost $369.50 Unrealized +102.6%
MCO MOODYS CORP 0.8%
Value $1.095M Shares 2,183 Est. Cost $372.33 Unrealized +23.8%
TMUS T MOBILE US INC 0.8%
Value $1.08M Shares 4,532 Est. Cost $243.03 Unrealized -0.6%
ABBV ABBVIE INC 0.8%
Value $1.039M Shares 5,597 Est. Cost $101.71 Unrealized +79.6%
MU MICRON TECHNOLOGY INC 0.7%
Value $998K Shares 8,097 Est. Cost $76.29 Unrealized +22.2%
BKNG BOOKING HOLDINGS INC 0.7%
Value $990K Shares 171 Est. Cost $4749.08 Unrealized +7.3%
SPGI S P GLOBAL INC COM 0.7%
Value $988K Shares 1,874 Est. Cost $441.83 Unrealized +12.4%
WMT WALMART INC COM 0.7%
Value $985K Shares 10,075 Est. Cost $92.95 Unrealized +2.0%
SSNC SS C TECHNOLOGIES HLDGS INC COM 0.7%
Value $974K Shares 11,759 Est. Cost $76.97 Unrealized +2.1%
SHOP SHOPIFY INC A 0.7%
Value $972K Shares 8,423 Est. Cost $59.75 Unrealized +67.4%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $934K Shares 1,718 Est. Cost $553.02 Unrealized -5.5%
QCOM QUALCOMM INC COM 0.7%
Value $923K Shares 5,797 Est. Cost $146.06 Unrealized -0.7%
CVNA CARVANA CO 0.7%
Value $923K Shares 2,739 Est. Cost $221.24 Unrealized +23.9%
NRG NRG ENERGY INC COM NEW 0.7%
Value $915K Shares 5,698 Est. Cost $100.05 Unrealized +30.9%
HD HOME DEPOT INC 0.7%
Value $907K Shares 2,474 Est. Cost $343.18 Unrealized +3.7%
ADSK AUTODESK INC 0.7%
Value $901K Shares 2,912 Est. Cost $291.48 Unrealized -2.7%
CRM SALESFORCE INC 0.7%
Value $890K Shares 3,262 Est. Cost $277.61 Unrealized -4.2%
VST VISTRA ENERGY CORP 0.7%
Value $883K Shares 4,555 Est. Cost $148.62 Unrealized -0.8%
VRT VERTIV HOLDINGS CO 0.7%
Value $880K Shares 6,852 Est. Cost $106.29 Unrealized -8.6%
RCL ROYAL CARIBBEAN GROUP COM 0.6%
Value $872K Shares 2,786 Est. Cost $233.26 Unrealized +1.2%
CDNS CADENCE DESIGN SYS INC 0.6%
Value $843K Shares 2,735 Est. Cost $174.32 Unrealized +66.8%
DVA DAVITA INC 0.6%
Value $836K Shares 5,866 Est. Cost $152.43 Unrealized -7.1%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value $792K Shares 1,883 Est. Cost $239.53 Unrealized +73.3%
DASH DOORDASH INC CL A 0.6%
Value $773K Shares 3,137 Est. Cost $188.06 Unrealized +6.7%
AMAT APPLIED MATERIALS INC 0.6%
Value $769K Shares 4,198 Est. Cost $139.59 Unrealized +12.8%
APP APPLOVIN CORP COM CL A 0.6%
Value $758K Shares 2,164 Est. Cost $344.61 Unrealized -5.9%
ADBE ADOBE INC 0.6%
Value $756K Shares 1,955 Est. Cost $625.08 Unrealized -38.4%
EME EMCOR GROUP INC 0.6%
Value $752K Shares 1,405 Est. Cost $431.82 Unrealized +2.1%
SPOT SPOTIFY TECHNOLOGY SA 0.6%
Value $747K Shares 974 Est. Cost $558.87 Unrealized +14.8%
MSCI MSCI INC 0.6%
Value $746K Shares 1,293 Est. Cost $599.45 Unrealized -8.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value $734K Shares 2,455 Est. Cost $343.31 Unrealized -11.8%
AXP AMERICAN EXPRESS CO 0.5%
Value $722K Shares 2,263 Est. Cost $292.46 Unrealized -4.5%
JEF JEFFERIES FINANCIAL GROUP INC COM 0.5%
Value $689K Shares 12,594 Est. Cost $33.72 Unrealized +43.2%
PANW PALO ALTO NETWORKS INC 0.5%
Value $660K Shares 3,226 Est. Cost $184.92 Unrealized +0.4%
CART MAPLEBEAR INC COM 0.5%
Value $633K Shares 13,996 Est. Cost $44.42 Unrealized -2.1%
FFIV F5 INC 0.5%
Value $621K Shares 2,110 Est. Cost $221.99 Unrealized +24.4%
FTNT FORTINET INC 0.5%
Value $619K Shares 5,852 Est. Cost $101.38 Unrealized -0.5%
JLL JONES LANG LASALLE INC 0.5%
Value $618K Shares 2,418 Est. Cost $263.11 Unrealized -12.9%
SCI SERVICE CORP INTL COM 0.4%
Value $607K Shares 7,463 Est. Cost $66.44 Unrealized +17.5%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value $607K Shares 1,967 Est. Cost $295.41 Unrealized +2.4%
ABNB AIRBNB INC 0.4%
Value $598K Shares 4,521 Est. Cost $133.97 Unrealized -5.4%
NTAP NETAPP INC COM 0.4%
Value $598K Shares 5,615 Est. Cost $81.51 Unrealized +14.7%
FICO FAIR ISAAC CORPORATION 0.4%
Value $594K Shares 325 Est. Cost $1851.88 Unrealized +1.4%
ROP ROPER TECHNOLOGIES INC COM 0.4%
Value $580K Shares 1,024 Est. Cost $557.47 Unrealized +0.8%
DKS DICKS SPORTING GOODS INC 0.4%
Value $540K Shares 2,732 Est. Cost $218.15 Unrealized -16.4%
VEEV VEEVA SYSTEMS INC CLASS A 0.4%
Value $537K Shares 1,864 Est. Cost $290.73 Unrealized -14.7%
BKR BAKER HUGHES COMPANY 0.4%
Value $528K Shares 13,769 Est. Cost $43.80 Unrealized -14.9%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value $484K Shares 2,216 Est. Cost $196.64 Unrealized -2.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value $216K Shares 485 Est. Cost $194.45 Unrealized +137.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $213K Shares 1,501 Est. Cost $108.87 Unrealized 0.0%