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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 3,486.0 $463K 0.43% NEW $132.90 +33.3%
42 SLV ISHARES SILVER TR Financial Services 6,271.0 $427K 0.40% NEW $68.14 +0.9%
43 MUST COLUMBIA ETF TR I 20,705.0 $425K 0.39% NEW $20.51 -0.7%
44 AGG ISHARES TR 4,266.0 $423K 0.39% NEW $99.27 -1.2%
45 ISPY PROSHARES TR 9,635.0 $418K 0.39% NEW $43.35 +10.3%
46 SCMB SCHWAB STRATEGIC TR 16,318.0 $416K 0.38% NEW $25.48 -0.4%
47 MRK MERCK & CO INC Healthcare 3,411.0 $410K 0.38% NEW $120.29 -4.7%
48 VTEB VANGUARD MUN BD FDS 7,840.0 $391K 0.36% NEW $49.89 -0.3%
49 LRGE LEGG MASON ETF INVT 4,966.0 $373K 0.34% NEW $75.20 +13.9%
50 ITM VANECK ETF TRUST 7,922.0 $368K 0.34% NEW $46.43 -0.1%
51 JEPI J P MORGAN EXCHANGE TRADED F 6,170.0 $350K 0.32% NEW $56.68 -1.3%
52 IVW ISHARES TR 3,014.0 $341K 0.32% NEW $113.11 +20.3%
53 JPM JPMORGAN CHASE & CO Financial Services 1,093.0 $322K 0.30% NEW $294.16 +2.4%
54 IGIB ISHARES TR 5,932.0 $316K 0.29% NEW $53.22 -1.0%
55 NVDA NVIDIA CORPORATION Technology 1,792.0 $313K 0.29% NEW $174.40 +26.3%
56 BSV VANGUARD BD INDEX FDS 3,946.0 $309K 0.29% NEW $78.41 -0.8%
57 LHX L3HARRIS TECHNOLOGIES INC Industrials 820.0 $283K 0.26% NEW $345.15 -11.2%
58 PBP INVESCO EXCHANGE TRADED FD T 12,092.0 $266K 0.25% NEW $21.99 +2.8%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,371.0 $265K 0.24% NEW $60.64 -2.9%
60 COWZ PACER FDS TR 4,050.0 $253K 0.23% NEW $62.56 +0.7%
Page 3 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%