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Home > Institutional Investor > Roberts Capital Advisors, Llc > Profile

Instuitional Investor - Roberts Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Roberts Capital Advisors, Llc
Portfolio Value $114,098,834
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,578 $10,790,631 9.46%
2.
Microsoft Corp
 MSFT 23,777 $8,925,648 7.82%
3.
Nvidia Corp
 NVDA 73,850 $8,003,863 7.01%
4.
Amazon Com Inc
 AMZN 33,972 $6,463,513 5.66%
5.
Meta Platforms Inc.
 META 8,540 $4,922,114 4.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)