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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 1,206.0 $249K 0.23% NEW $206.84 -7.0%
62 WTPI WISDOMTREE TR 7,763.0 $248K 0.23% NEW $31.91 +4.1%
63 LMUB ISHARES TR 4,721.0 $236K 0.22% NEW $49.93 -0.1%
64 JNJ JOHNSON & JOHNSON Healthcare 964.0 $236K 0.22% NEW $244.44 -6.1%
65 CSX CSX CORP Industrials 5,702.0 $234K 0.22% NEW $41.05 +11.5%
66 WBD WARNER BROS DISCOVERY INC Communication Services 8,459.0 $232K 0.21% NEW $27.46 -0.4%
67 XLY SELECT SECTOR SPDR TR 2,087.0 $227K 0.21% NEW $108.98 +8.1%
68 DFAC DIMENSIONAL ETF TRUST 5,724.0 $222K 0.20% NEW $38.86 +10.8%
69 SCHX SCHWAB STRATEGIC TR 8,626.0 $221K 0.20% NEW $25.64 +13.3%
70 GOOGL ALPHABET INC Communication Services 755.0 $217K 0.20% NEW $287.56 +35.0%
71 LLY ELI LILLY & CO Healthcare 234.0 $215K 0.20% NEW $919.77 +13.1%
72 XLI SELECT SECTOR SPDR TR 1,303.0 $211K 0.20% NEW $161.73 +4.7%
73 MSFT MICROSOFT CORP Technology 562.0 $208K 0.19% NEW $370.17 +12.5%
74 QYLD GLOBAL X FDS 10,253.0 $176K 0.16% NEW $17.15 +3.8%
75 ORCL ORACLE CORP Technology 994.0 $146K 0.14% NEW $147.11 +29.1%
76 RIET ETF SER SOLUTIONS 11,399.0 $102K 0.10% NEW $8.99 +5.6%
77 ORCL CALL ORACLE CORP Technology 190.0 $97K 0.09% NEW $510.49 -62.8%
Page 4 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%