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Portfolio (Quarterly) Guide ↗

Roan Capital Partners

· CIK 0002124783
13F Portfolio $121M AUM 78 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 24 Added 28 Reduced 11 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCMB SCHWAB STRATEGIC TR 21,064.0 $544K 0.45% +5K +29.1% $25.82 -2.3%
22 PG PROCTER & GAMBLE CO Consumer Defensive 3,427.0 $503K 0.42% +31.0 +0.9% $146.65 -2.3%
23 CSX CSX CORP Industrials 5,770.0 $274K 0.23% +68.0 +1.2% $47.53 +8.2%
24 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,589.0 $264K 0.22% +218.0 +5.0% $57.62 +16.4%
Page 2 of 2  ·  24 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 71.4%
Technology 9.1%
Healthcare 8.5%
Consumer Defensive 5.3%
Industrials 2.6%
Energy 2.1%
Communication Services 1.1%