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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GREK GLOBAL X FDS 4,128.0 $312K 0.26% NEW $75.50 +12.8%
62 EWO ISHARES INC 7,175.0 $304K 0.25% NEW $42.33 +3.8%
63 PBP INVESCO EXCHANGE TRADED FD T 12,092.0 $277K 0.23% $22.90 +1.6%
64 CSX CSX CORP Industrials 5,770.0 $274K 0.23% +68.0 +1.2% $47.53 +8.2%
65 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,589.0 $264K 0.22% +218.0 +5.0% $57.62 +16.7%
66 SCHX SCHWAB STRATEGIC TR 8,649.0 $255K 0.21% $29.43 +3.2%
67 DFAC DIMENSIONAL ETF TRUST 5,724.0 $254K 0.21% $44.36 +3.1%
68 COWZ PACER FDS TR 4,050.0 $252K 0.21% $62.20 +16.2%
69 XLI SELECT SECTOR SPDR TR 1,303.0 $241K 0.20% $185.23 -3.3%
70 LHX L3HARRIS TECHNOLOGIES INC Industrials 820.0 $238K 0.20% $290.59 -9.6%
71 WTPI WISDOMTREE TR 7,227.0 $237K 0.20% -536.0 -6.9% $32.79 +1.2%
72 LLY ELI LILLY & CO Healthcare 196.0 $235K 0.20% -38.0 -16.2% $1199.43 -1.7%
73 XLY SELECT SECTOR SPDR TR 2,001.0 $235K 0.20% -86.0 -4.1% $117.28 -0.8%
74 LMUB ISHARES TR 4,565.0 $234K 0.19% -156.0 -3.3% $51.22 -3.5%
75 WBD WARNER BROS DISCOVERY INC Communication Services 8,488.0 $226K 0.19% $26.66 +8.4%
76 NVDA NVIDIA CORPORATION Technology 1,123.0 $225K 0.19% -669.0 -37.3% $200.09 +12.6%
77 JNJ JOHNSON & JOHNSON Healthcare 859.0 $218K 0.18% -105.0 -10.9% $253.97 +5.1%
78 RIET ETF SER SOLUTIONS 11,399.0 $111K 0.09% $9.75 -3.1%
Page 4 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%