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Portfolio (Quarterly) Guide ↗

Roberts Financial Services LLC

· CIK 0001767602
13F Portfolio $314M AUM 31 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 18 Reduced
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJS ISHARES TR 3,794.0 $449K 0.14% -847.0 -18.2% $118.44 +15.6%
22 SHV ISHARES TR 4,037.0 $446K 0.14% -3K -46.0% $110.39 -0.1%
23 IJT ISHARES TR 2,751.0 $398K 0.13% -4K -56.5% $144.70 +21.8%
24 WEC WEC ENERGY GROUP INC Utilities 3,059.0 $354K 0.11% $115.77 +2.7%
25 AAPL APPLE INC Technology 1,325.0 $336K 0.11% -85.0 -6.0% $253.88 +11.8%
26 TSLA TESLA INC Consumer Cyclical 800.0 $297K 0.10% $371.75 +2.1%
27 LLY ELI LILLY & CO Healthcare 318.0 $292K 0.09% $919.77 +31.4%
28 ONEQ FIDELITY COMWLTH TR 2,619.0 $222K 0.07% $84.91 +17.0%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 340.0 $221K 0.07% $649.76 +12.3%
30 HBAN HUNTINGTON BANCSHARES INC Financial Services 14,007.0 $219K 0.07% +121.0 +0.9% $15.65 +13.7%
31 IVV ISHARES TR 333.0 $217K 0.07% NEW $652.40 +12.3%
Page 2 of 2  ·  31 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
Financial Services 25.6%
Utilities 20.6%
Technology 19.6%
Consumer Cyclical 17.3%
Healthcare 17.0%