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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 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEUR ISHARES TR 26,653.0 $2.0M 1.66% -556.0 -2.0% $75.17 +3.5%
22 SPYD SPDR SERIES TRUST 41,976.0 $2.0M 1.66% +12K +41.0% $47.71 +4.6%
23 SPDW SPDR INDEX SHS FDS 37,901.0 $1.9M 1.58% -3K -6.4% $50.39 +2.9%
24 GLD SPDR GOLD TR Financial Services 5,074.0 $1.9M 1.55% NEW $368.38 +13.8%
25 USO UNITED STS OIL FD LP Financial Services 14,486.0 $1.5M 1.28% -37K -71.7% $106.44 +21.1%
26 SPYV SPDR SERIES TRUST 25,062.0 $1.5M 1.26% $60.79 +4.2%
27 SUB ISHARES TR 13,828.0 $1.5M 1.22% +1K +9.9% $106.47 -0.1%
28 GWX SPDR INDEX SHS FDS 30,892.0 $1.4M 1.12% +15K +92.2% $43.76 +7.1%
29 IWM ISHARES TR 4,148.0 $1.2M 1.03% -1K -24.4% $300.45 -0.7%
30 CAOS EA SERIES TRUST 11,948.0 $1.1M 0.90% -5K -29.8% $90.36 +0.1%
31 IJH ISHARES TR 13,955.0 $1.1M 0.89% -4K -21.5% $77.11 -1.0%
32 MUB ISHARES TR 9,611.0 $1.0M 0.86% +2K +24.3% $107.62 -2.0%
33 CORN TEUCRIUM COMMODITY TR Financial Services 53,777.0 $901K 0.75% NEW $16.75 +17.8%
34 AAPL APPLE INC Technology 3,074.0 $889K 0.74% -396.0 -11.4% $289.36 +7.2%
35 SRVR PACER FDS TR 27,916.0 $887K 0.73% NEW $31.77 +0.5%
36 IWR ISHARES TR 7,130.0 $787K 0.65% -5K -39.7% $110.32 +2.5%
37 SLV ISHARES SILVER TR Financial Services 14,123.0 $755K 0.63% +8K +125.2% $53.47 +15.2%
38 VTES VANGUARD WELLINGTON FD 7,332.0 $743K 0.62% -330.0 -4.3% $101.31 -0.4%
39 IJR ISHARES TR 4,596.0 $682K 0.56% -1K -24.0% $148.31 -1.5%
40 XLK SELECT SECTOR SPDR TR 3,486.0 $664K 0.55% $190.52 -1.8%
Page 2 of 4  ·  78 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%