RC

Roberts Capital Advisors, LLC

13F
Roberts Capital Advisors, LLC
Last update 2025-05-13 83 Stocks (30 new)
Value $114.00 Mil Turnover 21 %
Countries:
Top Holdings: AAPL(9.46%)MSFT(7.82%)NVDA(7.01%)AMZN(5.66%)META(4.31%)
Summary Stock Picks Current Portfolio
Roberts Capital Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
48,578
10,790.6
-13.21%
9.460
-1.55%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
23,777
8,925.6
-20.15%
7.820
-2.12%
0.000
+38.94%
+21.47%
3,790,969.0
Software
NVDA
NVIDIA Corp
73,850
8,003.9
+15.61%
7.010
+0.95%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
33,972
6,463.5
+9.29%
5.660
+0.48%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
META
Meta Platforms Inc
8,540
4,922.1
0%
4.310
0%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
TSLA
Tesla Inc
11,389
2,951.6
+13.83%
2.590
+0.31%
0.000
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts
GOOG
Alphabet Inc
18,228
2,847.8
0%
2.500
0%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
GOOGL
Alphabet Inc
18,191
2,813.1
0%
2.470
0%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
CTAS
Cintas Corp
13,344
2,742.6
0%
2.400
0%
0.000
+8.06%
+21.93%
89,430.3
Business Services
NFLX
Netflix Inc
2,636
2,458.2
+90.60%
2.150
+1.02%
0.000
+24.28%
+35.67%
514,617.8
Media - Diversified

Roberts Capital Advisors, LLC's Historical Top Holdings Breakdowns

Roberts Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-2.12%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -20.15%
23,777
-6,000
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.55%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -13.21%
48,578
-7,396
TMUS
T-Mobile US Inc
2025-03-31
New Buy
New Buy
+1.06%
●
211.3 ($246.5) 272.83
$227.21
-7.83%
New holding
4,532
4,532
LIN
Linde PLC
2025-03-31
New Buy
New Buy
+1.04%
●
412.91 ($450.21) 468.77
$465.01
3.29%
New holding
2,557
2,557
NFLX
Netflix Inc
2025-03-31
Add
Add
+1.02%
●
828.4 ($951.01) 1058.6
$1,209.24
27.15%
Add 90.6%
2,636
1,253
CME
CME Group Inc
2025-03-31
New Buy
New Buy
+0.95%
●
225.82 ($246.67) 266.54
$274.70
11.36%
New holding
4,080
4,080
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.95%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 15.61%
73,850
9,970
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-0.94%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Sold Out
0
-1,907
WSM
Williams-Sonoma Inc
2025-03-31
Sold Out
Sold Out
-0.87%
●
158.1 ($193.24) 217.71
$170.39
-11.82%
Sold Out
0
-5,596
MCD
McDonald's Corp
2025-03-31
Sold Out
Sold Out
-0.85%
●
279.74 ($299.1) 321.29
$297.07
-0.68%
Sold Out
0
-3,518

Roberts Capital Advisors, LLC Total Holding History ($B)

To

Roberts Capital Advisors, LLC's Asset Allocation

To

Roberts Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Roberts Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Roberts Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Roberts Capital Advisors, LLC's Holdings Heat Map

Size field:

Roberts Capital Advisors, LLC's Holdings Bubble Chart

Roberts Capital Advisors, LLC News

  • 1

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