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Portfolio (Quarterly) Guide ↗

Raub Brock Capital Management LP

· CIK 0001554656
13F Portfolio $363M AUM 45 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 6 Added 23 Reduced 6 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NDAQ NASDAQ INC Financial Services 116,399.0 $9.2M 2.52% -37K -24.1% $78.82 +26.0%
22 ORCL ORACLE CORP Technology 60,789.0 $8.9M 2.45% -15K -20.2% $146.55 +2.8%
23 IWD ISHARES TR 35,357.0 $8.6M 2.36% +633.0 +1.8% $242.43 +6.6%
24 IAUM ISHARES GOLD TRUST MICRO Financial Services 195,990.0 $7.8M 2.16% -10K -4.9% $40.01 +11.0%
25 BIL SPDR SERIES TRUST 56,651.0 $5.2M 1.43% -37K -39.6% $91.64 +0.0%
26 GOOGL ALPHABET INC Communication Services 4,332.0 $1.5M 0.43% $357.35 -3.0%
27 QUAL ISHARES TR 5,783.0 $1.3M 0.35% +354.0 +6.5% $219.42 +1.9%
28 VIG VANGUARD SPECIALIZED FUNDS 4,534.0 $1.1M 0.29% -86K -95.0% $236.61 +2.7%
29 DGRW WISDOMTREE TR 10,726.0 $1.0M 0.28% +499.0 +4.9% $95.62 +3.9%
30 VANGUARD CALIF TAX FREE FDS 10,105.0 $1.0M 0.28% NEW $100.60
31 AAPL APPLE INC Technology 2,338.0 $676K 0.19% -925.0 -28.4% $289.35 +10.5%
32 NVO NOVO-NORDISK A S Healthcare 9,240.0 $443K 0.12% $47.94 -4.9%
33 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,856.0 $416K 0.11% -55K -96.7% $223.95 +28.4%
34 JEPQ J P MORGAN EXCHANGE TRADED F 6,163.0 $379K 0.10% $61.46 -2.1%
35 V VISA INC Financial Services 855.0 $293K 0.08% -23K -96.3% $343.27 +11.2%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 570.0 $286K 0.08% $501.36 +24.1%
37 IWM ISHARES TR 931.0 $280K 0.08% NEW $300.51 -1.6%
38 IVV ISHARES TR 361.0 $271K 0.07% NEW $749.35 +3.2%
39 SCHM SCHWAB STRATEGIC TR 7,229.0 $267K 0.07% -5K -39.6% $36.87 -3.5%
40 VGT VANGUARD WORLD FD 2,226.0 $266K 0.07% NEW $119.51 +0.5%
Page 2 of 3  ·  45 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 32.6%
Industrials 20.6%
Healthcare 16.5%
Financial Services 15.5%
Consumer Cyclical 9.1%
Basic Materials 5.1%
Communication Services 0.6%
Energy 0.1%