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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLDM WORLD GOLD TR Financial Services 61,544.0 $4.9M 4.05% -19K -23.9% $79.42 +14.8%
2 FIVA FIDELITY COVINGTON TRUST 100,174.0 $3.9M 3.20% -11K -10.1% $38.52 +3.8%
3 BIL SPDR SERIES TRUST 35,341.0 $3.2M 2.69% -8K -17.9% $91.64 -0.0%
4 SPEM SPDR INDEX SHS FDS 49,633.0 $2.6M 2.13% -9K -15.8% $51.78 +2.2%
5 IVV ISHARES TR 3,071.0 $2.3M 1.91% -338.0 -9.9% $748.89 +3.4%
6 IEUR ISHARES TR 26,653.0 $2.0M 1.66% -556.0 -2.0% $75.17 +3.9%
7 SPDW SPDR INDEX SHS FDS 37,901.0 $1.9M 1.58% -3K -6.4% $50.39 +3.2%
8 USO UNITED STS OIL FD LP Financial Services 14,486.0 $1.5M 1.28% -37K -71.7% $106.44 +20.7%
9 IWM ISHARES TR 4,148.0 $1.2M 1.03% -1K -24.4% $300.45 -0.1%
10 CAOS EA SERIES TRUST 11,948.0 $1.1M 0.90% -5K -29.8% $90.36 +0.1%
11 IJH ISHARES TR 13,955.0 $1.1M 0.89% -4K -21.5% $77.11 -0.6%
12 AAPL APPLE INC Technology 3,074.0 $889K 0.74% -396.0 -11.4% $289.36 +8.8%
13 IWR ISHARES TR 7,130.0 $787K 0.65% -5K -39.7% $110.32 +2.9%
14 VTES VANGUARD WELLINGTON FD 7,332.0 $743K 0.62% -330.0 -4.3% $101.31 -0.4%
15 IJR ISHARES TR 4,596.0 $682K 0.56% -1K -24.0% $148.31 -0.9%
16 WMT WALMART INC Consumer Defensive 4,903.0 $555K 0.46% -33.0 -0.7% $113.26 -9.2%
17 ABBV ABBVIE INC Healthcare 2,152.0 $542K 0.45% -117.0 -5.2% $251.64 +2.8%
18 MRK MERCK & CO INC Healthcare 3,318.0 $426K 0.35% -93.0 -2.7% $128.50 +17.8%
19 MUST COLUMBIA ETF TR I 19,958.0 $415K 0.34% -747.0 -3.6% $20.80 -2.9%
20 XOM EXXON MOBIL CORP Energy 2,987.0 $408K 0.34% -194.0 -6.1% $136.74 +15.0%
Page 1 of 2  ·  28 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%