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Portfolio (Quarterly) Guide ↗

Raub Brock Capital Management LP

· CIK 0001554656
13F Portfolio $449M AUM 40 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 3 Added 27 Reduced
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 93,861.0 $8.6M 1.91% -1K -1.3% $91.38 +0.2%
22 V VISA INC Financial Services 23,419.0 $8.2M 1.83% -14K -38.0% $350.72 -5.0%
23 ETN EATON CORP PLC Industrials 25,293.0 $8.1M 1.79% -17K -40.5% $318.51 +28.6%
24 QQQM INVESCO EXCH TRADED FD TR II 31,524.0 $8.0M 1.78% -366.0 -1.1% $252.92 +17.7%
25 MSI MOTOROLA SOLUTIONS INC Technology 20,240.0 $7.8M 1.73% -15K -41.9% $383.32 +4.5%
26 IWD ISHARES TR 34,724.0 $7.3M 1.63% $210.34 +14.3%
27 GOOGL ALPHABET INC Communication Services 4,331.0 $1.4M 0.30% $313.03 +16.2%
28 QUAL ISHARES TR 5,429.0 $1.1M 0.24% $198.62 +8.0%
29 DGRW WISDOMTREE TR 10,227.0 $915K 0.20% $89.43 +6.6%
30 AAPL APPLE INC Technology 3,263.0 $887K 0.20% -60.0 -1.8% $271.85 +8.9%
31 NVO NOVO-NORDISK A S Healthcare 9,240.0 $470K 0.10% $50.88 -14.5%
32 IWF ISHARES TR 830.0 $393K 0.09% NEW $473.30 -74.3%
33 SCHM SCHWAB STRATEGIC TR 11,967.0 $360K 0.08% $30.07 +18.2%
34 JEPQ J P MORGAN EXCHANGE TRADED F 6,163.0 $358K 0.08% $58.12 +3.9%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 570.0 $330K 0.07% -30.0 -5.0% $579.45 -20.3%
36 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 900.0 $296K 0.07% -100.0 -10.0% $328.60 -21.0%
37 SCHD SCHWAB STRATEGIC TR 10,214.0 $280K 0.06% +101.0 +1.0% $27.43 +16.4%
38 BERKSHIRE HATHAWAY INC DEL 500.0 $251K 0.06% $502.65
39 SCHF SCHWAB STRATEGIC TR 9,736.0 $234K 0.05% +270.0 +2.9% $24.04 +16.1%
40 CVX CHEVRON CORP NEW Energy 1,321.0 $201K 0.04% $152.42 +16.5%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Industrials 22.0%
Financial Services 19.6%
Healthcare 17.0%
Consumer Cyclical 6.0%
Basic Materials 5.0%
Communication Services 0.4%
Energy 0.1%