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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIVO AMPLIFY ETF TR 81,543.0 $3.7M 3.09% NEW $45.70 +6.3%
2 GLD SPDR GOLD TR Financial Services 5,074.0 $1.9M 1.55% NEW $368.38 +14.0%
3 CORN TEUCRIUM COMMODITY TR Financial Services 53,777.0 $901K 0.75% NEW $16.75 +17.7%
4 SRVR PACER FDS TR 27,916.0 $887K 0.73% NEW $31.77 +0.9%
5 EWT ISHARES INC 3,869.0 $420K 0.35% NEW $108.61 -0.5%
6 EWY ISHARES INC 1,948.0 $393K 0.33% NEW $201.90 -9.8%
7 EPU ISHARES TR 4,315.0 $360K 0.30% NEW $83.50 +13.0%
8 MU MICRON TECHNOLOGY INC Technology 300.0 $346K 0.29% NEW $1154.29 -19.5%
9 INTC INTEL CORP Technology 2,435.0 $340K 0.28% NEW $139.63 -33.7%
10 EZA ISHARES INC 5,350.0 $338K 0.28% NEW $63.19 +13.2%
11 GREK GLOBAL X FDS 4,128.0 $312K 0.26% NEW $75.50 +12.4%
12 EWO ISHARES INC 7,175.0 $304K 0.25% NEW $42.33 +3.8%

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%