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Portfolio (Quarterly) Guide ↗

Royal Harbor Partners, LLC

· CIK 0001801876
13F Portfolio $323M AUM 56 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 56 New
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STIP ISHARES TR 46,041.0 $4.7M 1.46% NEW $102.16 -1.4%
22 GOOGL ALPHABET INC Communication Services 12,221.0 $4.4M 1.35% NEW $357.37 -6.2%
23 JPM JPMORGAN CHASE & CO Financial Services 12,410.0 $4.1M 1.26% NEW $327.33 +8.4%
24 UTES ETFIS SER TR I 46,604.0 $3.8M 1.18% NEW $81.74 -9.5%
25 DFSV DIMENSIONAL ETF TRUST 98,041.0 $3.8M 1.18% NEW $38.79 +1.9%
26 IVAL EA SERIES TRUST 110,812.0 $3.8M 1.17% NEW $34.07 +9.1%
27 AMZN AMAZON COM INC Consumer Cyclical 15,824.0 $3.8M 1.17% NEW $238.34 +6.9%
28 MUB ISHARES TR 30,708.0 $3.3M 1.02% NEW $107.62 -3.0%
29 SHM SPDR SERIES TRUST 68,644.0 $3.3M 1.02% NEW $47.97 -0.9%
30 EMXC ISHARES INC 22,962.0 $2.3M 0.73% NEW $102.30 -4.2%
31 PAVE GLOBAL X FDS 36,503.0 $2.2M 0.67% NEW $58.92 -8.5%
32 XLV SELECT SECTOR SPDR TR 12,566.0 $2.0M 0.62% NEW $158.66 +8.2%
33 NVDA NVIDIA CORPORATION Technology 8,935.0 $1.8M 0.55% NEW $200.09 +8.7%
34 XLE SELECT SECTOR SPDR TR 30,808.0 $1.6M 0.51% NEW $53.11 +22.0%
35 J P MORGAN EXCHANGE TRADED F 31,245.0 $1.6M 0.49% NEW $50.57
36 MCD MCDONALDS CORP Consumer Cyclical 3,955.0 $1.1M 0.33% NEW $270.31 -3.4%
37 IWF ISHARES TR 5,440.0 $675K 0.21% NEW $124.17 -2.4%
38 LLY ELI LILLY & CO Healthcare 473.0 $567K 0.18% NEW $1199.43 -3.3%
39 ORCL ORACLE CORP Technology 3,395.0 $498K 0.15% NEW $146.55 -3.6%
40 EPD ENTERPRISE PRODS PARTNERS L 12,686.0 $466K 0.14% NEW $36.76
Page 2 of 3  ·  56 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 38.1%
Financial Services 27.6%
Consumer Cyclical 13.9%
Communication Services 12.5%
Energy 2.7%
Industrials 2.2%
Healthcare 1.6%
Consumer Defensive 1.3%