Roberts Capital Advisors, LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$96M
Signature - Title
Michael T. Roberts - Founder and CIO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Roberts Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roberts Capital Advisors, LLC reported 89 stock holdings with total value $96M as of Q2 2024. Top holdings included MSFT, AAPL, AMZN, META, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 89 $96M $0 $0 MSFT, AAPL, AMZN, META, GOOG 13F-HR 8/14/2024, 12:42 PM
Q1 2024 89 $104M $0 $0 MSFT, AAPL, NVDA, AMZN, META 13F-HR 5/15/2024, 12:35 PM
Q3 2022 88 $69M +$5.45M -$137K +$5.32M AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 11/14/2022, 02:26 PM
Q2 2022 88 $72.9M +$3.5M -$5.52M -$2.02M AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 8/15/2022, 01:58 PM
Q1 2022 96 $96.9M +$476K $0 +$476K AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 5/16/2022, 11:49 AM
Q4 2021 95 $107M $0 $0 MSFT, AAPL, AMZN, TSLA, META 13F-HR 2/15/2022, 11:12 AM