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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 13,689.0 $621K 0.52% $45.34 -5.2%
42 BERKSHIRE HATHAWAY INC DEL 1,141.0 $571K 0.47% +44.0 +4.0% $500.39
43 WMT WALMART INC Consumer Defensive 4,903.0 $555K 0.46% -33.0 -0.7% $113.26 -9.2%
44 SCMB SCHWAB STRATEGIC TR 21,064.0 $544K 0.45% +5K +29.1% $25.82 -2.2%
45 ABBV ABBVIE INC Healthcare 2,152.0 $542K 0.45% -117.0 -5.2% $251.64 +3.0%
46 PG PROCTER & GAMBLE CO Consumer Defensive 3,427.0 $503K 0.42% +31.0 +0.9% $146.65 -1.8%
47 MRK MERCK & CO INC Healthcare 3,318.0 $426K 0.35% -93.0 -2.7% $128.50 +17.6%
48 EWT ISHARES INC 3,869.0 $420K 0.35% NEW $108.61 -0.3%
49 MUST COLUMBIA ETF TR I 19,958.0 $415K 0.34% -747.0 -3.6% $20.80 -2.9%
50 IVW ISHARES TR 3,014.0 $415K 0.34% $137.53 +1.9%
51 XOM EXXON MOBIL CORP Energy 2,987.0 $408K 0.34% -194.0 -6.1% $136.74 +14.9%
52 EWY ISHARES INC 1,948.0 $393K 0.33% NEW $201.90 -10.4%
53 VTEB VANGUARD MUN BD FDS 7,585.0 $384K 0.32% -255.0 -3.2% $50.58 -2.1%
54 ITM VANECK ETF TRUST 7,922.0 $372K 0.31% $46.99 -2.2%
55 EPU ISHARES TR 4,315.0 $360K 0.30% NEW $83.50 +13.3%
56 MU MICRON TECHNOLOGY INC Technology 300.0 $346K 0.29% NEW $1154.29 -21.1%
57 INTC INTEL CORP Technology 2,435.0 $340K 0.28% NEW $139.63 -35.0%
58 EZA ISHARES INC 5,350.0 $338K 0.28% NEW $63.19 +13.5%
59 IGIB ISHARES TR 5,930.0 $315K 0.26% $53.17 -1.4%
60 JPM JPMORGAN CHASE & CO Financial Services 958.0 $314K 0.26% -135.0 -12.3% $327.33 +8.4%
Page 3 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%