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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 5,814.0 $575K 0.17% -200.0 -3.3% $98.98 -1.5%
22 AAPL APPLE INC Technology 1,707.0 $494K 0.14% +382.0 +28.8% $289.28 +10.5%
23 IJS ISHARES TR 3,579.0 $489K 0.14% -215.0 -5.7% $136.67 +0.6%
24 IJT ISHARES TR 2,652.0 $474K 0.14% -99.0 -3.6% $178.63 -4.2%
25 SHV ISHARES TR 3,790.0 $418K 0.12% -247.0 -6.1% $110.35 +0.0%
26 LLY ELI LILLY & CO Healthcare 318.0 $381K 0.11% $1199.43 -2.2%
27 TSLA TESLA INC Consumer Cyclical 900.0 $379K 0.11% +100.0 +12.5% $420.60 -17.1%
28 WEC WEC ENERGY GROUP INC Utilities 3,059.0 $357K 0.10% $116.77 -9.0%
29 ONEQ FIDELITY COMWLTH TR 2,622.0 $271K 0.08% $103.23 +0.8%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 340.0 $254K 0.07% $747.10 +3.0%
31 QQQM INVESCO EXCH TRADED FD TR II 818.0 $248K 0.07% NEW $302.96 -2.6%
32 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,905.0 $247K 0.07% -102.0 -0.7% $17.73 -4.6%
33 IVV ISHARES TR 327.0 $245K 0.07% -6.0 -1.8% $749.31 +3.2%
Page 2 of 2  ·  33 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
Basic Materials 43.6%
Financial Services 13.4%
Technology 13.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Utilities 9.5%