Fund HoldingsRoberts Capital Advisors, LLC

Total Portfolio Value
$135.10M
Total Bought
$6.39M
Total Sold
$3.94M
Net Transaction
+$2.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)73,85073,85008,00411,6688.64%+3,664
MICROSOFT CORP COM(MSFT)023,777+23,777011,8278.75%+11,827
BROADCOM INC(AVGO)018,155+18,15505,0043.70%+5,004
META PLATFORMS INC(META)8,5408,54004,9226,3034.67%+1,381
NETFLIX COM INC(NFLX)2,6362,63602,4583,5302.61%+1,072
JPMORGAN CHASE CO(JPM)5,6718,358+2,6871,3912,4231.79%+1,032
AMAZON COM INC(AMZN)33,97233,97206,4647,4535.52%+990
SHOPIFY INC A(SHOP)08,423+8,42309720.72%+972
GOLDMAN SACHS GROUP INC(GS)3,3363,719+3831,8222,6321.95%+810
ORACLE CORPORATION(ORCL)9,4289,42801,3182,0611.53%+743
TESLA INC(TSLA)011,389+11,38903,6182.68%+3,618
PALANTIR TECHNOLOGIES INC CL A(PLTR)11,06411,06409341,5081.12%+574
MORGAN STANLEY COM NEW(MS)10,06111,831+1,7701,1741,6671.23%+493
ALPHABET INC CL A(GOOG)18,19118,19102,8133,2062.37%+393
AMPHENOL CORP CL A11,78211,78207731,1630.86%+391
ALPHABET INC CL C(GOOG)18,22818,22802,8483,2332.39%+386
VERTIV HOLDINGS CO(VRT)6,8526,85204958800.65%+385
NRG ENERGY INC COM NEW(NRG)5,6985,69805449150.68%+371
LAM RESEARCH CORP(LRCX)14,23014,23001,0351,3851.03%+351
CARVANA CO(CVNA)2,7392,73905739230.68%+350
VISTRA ENERGY CORP(VST)4,5554,55505358830.65%+348
ROYAL CARIBBEAN GROUP COM
COM
2,7862,78605728720.65%+300
MICRON TECHNOLOGY INC(MU)8,0978,09707049980.74%+294
CLEAN HBRS INC(CLH)8,0578,05701,5881,8631.38%+275
KLA CORP COM NEW(KLAC)1,2281,22808351,1000.81%+265
PARKER HANNIFIN CORP(PH)2,8912,89101,7572,0191.49%+262
INTUIT COM(INTU)1,4701,47009031,1580.86%+255
EMCOR GROUP INC(EME)1,4051,40505197520.56%+232
CINTAS CORP(CTAS)13,34413,34402,7432,9742.20%+231
ADVANCED MICRO DEVICES INC(AMD)01,501+1,50102130.16%+213
SPOTIFY TECHNOLOGY SA(SPOT)97497405367470.55%+212
DAVITA INC(DVA)4,0885,866+1,7786258360.62%+210
BOOKING HOLDINGS INC(BKNG)17117107889900.73%+202
DOORDASH INC CL A(DASH)3,1373,13705737730.57%+200
APPLOVIN CORP COM CL A(APP)2,1642,16405737580.56%+184
APPLIED MATERIALS INC4,1984,19806097690.57%+159
CADENCE DESIGN SYS INC(CDNS)2,7352,73506968430.62%+147
AUTODESK INC2,9122,91207629010.67%+139
AMERICAN EXPRESS CO(AXP)2,2632,26306097220.53%+113
PALO ALTO NETWORKS INC(PANW)3,2263,22605506600.49%+110
BLACKROCK INC COM(BLK)1,0491,04909931,1010.81%+108
NETAPP INC COM(NTAP)5,6155,61504935980.44%+105
VEEVA SYSTEMS INC CLASS A(VEEV)1,8641,86404325370.40%+105
WALMART INC COM(WMT)10,07510,07508849850.73%+101
INTUITIVE SURGICAL INC1,7181,71808519340.69%+83
COSTCO WHSL CORP(COST)1,8211,82101,7221,8031.33%+80
MOODYS CORP(MCO)2,1832,18301,0171,0950.81%+78
MAPLEBEAR INC COM(CART)13,99613,99605586330.47%+75
NXP SEMICONDUCTORS N V COM
COM
2,2162,21604214840.36%+63
F5 INC(FFIV)2,1102,11005626210.46%+59
AIRBNB INC4,5214,52105405980.44%+58
FORTINET INC(FTNT)5,8525,85205636190.46%+55
CME GROUP INC(CME)4,0804,08001,0821,1250.83%+42
MASTERCARD INC(MA)2,8012,80101,5351,5741.17%+39
S P GLOBAL INC COM(SPGI)1,8741,87409529880.73%+36
QUALCOMM INC COM(QCOM)5,7975,79708909230.68%+33
VISA INC COM CL A(V)5,8325,83202,0442,0711.53%+27
JONES LANG LASALLE INC(JLL)2,4182,41805996180.46%+19
MSCI INC(MSCI)1,2931,29307317460.55%+15
SALESFORCE INC(CRM)3,2623,26208758900.66%+14
JEFFERIES FINANCIAL GROUP INC COM(JEF)12,59412,59406756890.51%+14
LINDE PLC SHS(LIN)2,5572,55701,1911,2000.89%+9
SERVICE CORP INTL COM(SCI)7,4637,46305996070.45%+9
ADOBE INC(ADBE)1,9551,95507507560.56%+7
AUTOMATIC DATA PROCESSING1,9671,96706016070.45%+6
HOME DEPOT INC(HD)2,4742,47409079070.67%0
FAIR ISAAC CORPORATION(FICO)32532505995940.44%-5
SS C TECHNOLOGIES HLDGS INC COM(SSNC)11,75911,75909829740.72%-9
DICKS SPORTING GOODS INC(DKS)2,7322,73205515400.40%-10
ROPER TECHNOLOGIES INC COM(ROP)1,0241,02406045800.43%-23
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
2,4552,45507667340.54%-32
MOTOROLA SOLUTIONS INC(MSI)1,8831,88308247920.59%-33
VERTEX PHARMACEUTICALS INC COM(VRTX)574485-892782160.16%-62
BAKER HUGHES COMPANY(BKR)13,76913,76906055280.39%-77
SNAP ON INC(SNA)3,6823,68201,2411,1460.85%-95
T MOBILE US INC(TMUS)4,5324,53201,2091,0800.80%-129
ABBVIE INC(ABBV)5,7325,597-1351,2011,0390.77%-162
GILEAD SCIENCES INC(GILD)2,9200-2,9203270-327
COOPER COS INC COM(COO)5,0040-5,0044220-422
JOHNSON JOHNSON(JNJ)2,8760-2,8764770-477
ABBOTT LABS COM3,6930-3,6934900-490
MERCK CO INC(MRK)6,1410-6,1415510-551
HCA HEALTHCARE INC COM(HCA)1,8650-1,8656440-644
SHOPIFY INC A(SHOP)8,4230-8,4238040-804
APPLE INC COM(AAPL)048,578+48,57809,9677.38%+9,967
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