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Home > Institutional Investor > Rose Capital Advisors Llc > 13F Holdings

Instuitional Investor - Rose Capital Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,464 $24,311,780 12.19%
2.
Accenture PlcPUT
 ACN 104,697 $13,028,549 6.53%
3.
Vanguard Tax-Managed Fds
 178,645 $12,728,472 6.38%
4.
Apple Inc.
 AAPL 27,284 $7,894,754 3.96%
5.
Ssga Active Etf Tr - ST STR TOTAL ETF
 195,822 $7,729,110 3.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.