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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 $69,030,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,000 $8,292,000 12.01%
2.
Microsoft Corp
 MSFT 31,919 $7,434,000 10.76%
3.
Amazon Com Inc
 AMZN 33,320 $3,765,000 5.45%
4.
Tesla Inc.
 TSLA 10,725 $2,845,000 4.12%
5.
Alphabet Inc.
 GOOG 19,540 $1,879,000 2.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)