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Portfolio (Quarterly) Guide ↗

Roberts Financial Services LLC

· CIK 0001767602
13F Portfolio $341M AUM 33 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 9 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEUR ISHARES TR 822,766.0 $61.8M 18.11% +16K +1.9% $75.17 +3.6%
2 SPIB SPDR SERIES TRUST 1,180,578.0 $39.5M 11.57% +36K +3.1% $33.46 -1.1%
3 USHY ISHARES TR 997,955.0 $36.9M 10.82% +23K +2.3% $37.02 -0.4%
4 SPYV SPDR SERIES TRUST 552,950.0 $33.6M 9.84% +3K +0.6% $60.79 +4.5%
5 GOVT ISHARES TR 820,077.0 $18.7M 5.47% +4K +0.5% $22.78 -1.4%
6 SPTL SPDR SERIES TRUST 482,932.0 $12.7M 3.71% +13K +2.9% $26.23 -3.6%
7 IUSV ISHARES TR 111,670.0 $12.3M 3.60% +1K +1.3% $110.15 +4.3%
8 AAPL APPLE INC Technology 1,707.0 $494K 0.14% +382.0 +28.8% $289.28 +10.5%
9 TSLA TESLA INC Consumer Cyclical 900.0 $379K 0.11% +100.0 +12.5% $420.60 -17.1%

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
Basic Materials 43.6%
Financial Services 13.4%
Technology 13.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Utilities 9.5%