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Portfolio (Quarterly) Guide ↗

Roan Capital Partners

· CIK 0002124783
13F Portfolio $108M AUM 77 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 77 New
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPDW SPDR INDEX SHS FDS 40,500.0 $1.8M 1.71% NEW $45.65 +8.7%
22 CAOS EA SERIES TRUST 17,017.0 $1.5M 1.43% NEW $90.76 -0.3%
23 SPYV SPDR SERIES TRUST 25,034.0 $1.4M 1.31% NEW $56.58 +5.9%
24 IWM ISHARES TR 5,487.0 $1.4M 1.26% NEW $248.00 +11.9%
25 SPYD SPDR SERIES TRUST 29,766.0 $1.4M 1.25% NEW $45.52 +2.6%
26 SUB ISHARES TR 12,582.0 $1.3M 1.24% NEW $106.50 -0.3%
27 CTA SIMPLIFY EXCHANGE TRADED FUN 42,653.0 $1.3M 1.19% NEW $30.22 +5.5%
28 IJH ISHARES TR 17,773.0 $1.2M 1.11% NEW $67.53 +6.5%
29 IWR ISHARES TR 11,829.0 $1.2M 1.06% NEW $97.23 +6.5%
30 AAPL APPLE INC Technology 3,470.0 $881K 0.81% NEW $253.79 +18.8%
31 MUB ISHARES TR 7,734.0 $821K 0.76% NEW $106.15 -0.3%
32 VTES VANGUARD WELLINGTON FD 7,662.0 $775K 0.72% NEW $101.14 -0.5%
33 IJR ISHARES TR 6,049.0 $752K 0.69% NEW $124.31 +8.0%
34 GWX SPDR INDEX SHS FDS 16,077.0 $679K 0.63% NEW $42.23 +8.2%
35 XLU SELECT SECTOR SPDR TR 13,637.0 $626K 0.58% NEW $45.89 -3.0%
36 WMT WALMART INC Consumer Defensive 4,936.0 $613K 0.57% NEW $124.28 -1.2%
37 XOM EXXON MOBIL CORP Energy 3,181.0 $540K 0.50% NEW $169.65 -7.1%
38 BERKSHIRE HATHAWAY INC DEL 1,097.0 $526K 0.49% NEW $479.20
39 ABBV ABBVIE INC Healthcare 2,269.0 $493K 0.46% NEW $217.49 -3.1%
40 PG PROCTER & GAMBLE CO Consumer Defensive 3,396.0 $491K 0.45% NEW $144.44 -2.5%
Page 2 of 4  ·  77 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 74.9%
Healthcare 6.8%
Technology 6.4%
Consumer Defensive 4.6%
Energy 3.3%
Industrials 2.2%
Communication Services 1.9%