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Portfolio (Quarterly) Guide ↗

Roth Financial Partners LLC

· CIK 0001840888
13F Portfolio $336M AUM 33 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 12 Added 4 Reduced
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 2,200.0 $619K 0.18% -1K -31.2% $281.21 -16.8%
22 JPM JPMORGAN CHASE & COM Financial Services 1,868.0 $611K 0.18% $327.33 +8.8%
23 VGSH VANGUARD SCOTTSDALE FDS 10,120.0 $589K 0.17% +3K +37.2% $58.20 -0.2%
24 VTI VANGUARD INDEX FDS 1,297.0 $480K 0.14% +60.0 +4.8% $370.04 +2.2%
25 AMZN AMAZON COM INC Consumer Cyclical 2,000.0 $477K 0.14% $238.34 +9.0%
26 APA APA CORPORATION Energy 13,979.0 $455K 0.14% $32.57 +32.5%
27 MSFT MICROSOFT CORP Technology 1,094.0 $408K 0.12% $373.02 +36.0%
28 AVGO BROADCOM Technology 1,070.0 $404K 0.12% +290.0 +37.2% $377.75 -2.0%
29 SLB SCHLUMBERGER LTD Energy 6,900.0 $321K 0.10% $46.49 +29.3%
30 TCAI TORTOISE CAPITAL SERIES TRUST 5,300.0 $296K 0.09% NEW $55.92 -19.3%
31 CDNS CADENCE DESIGN SYSTEM INC Technology 700.0 $263K 0.08% NEW $375.32 -9.7%
32 VXUS VANGUARD STAR FDS 3,067.0 $262K 0.08% +55.0 +1.8% $85.49 +2.1%
33 META META PLATFORMS INC Communication Services 462.0 $260K 0.08% $563.29 +1.6%
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
Financial Services 76.5%
Technology 14.6%
Energy 7.4%
Consumer Cyclical 1.0%
Communication Services 0.5%