• 13F History

Royal Harbor Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$265M
Signature - Title
Michele Alice Jones - Managing Member
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Royal Harbor Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Royal Harbor Partners, LLC reported 44 stock holdings with total value $265M as of Q4 2024. Top holdings included SPTM, BINC, JCPB, DYNF, and CGDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 44 $265M +$60.9M -$53M +$7.95M SPTM, BINC, JCPB, DYNF, CGDV 13F-HR 2/6/2025, 08:22 PM
Q3 2024 46 $257M +$61.1M -$55.1M +$5.98M SPTM, JBND, JCPB, BINC, CGDV 13F-HR 10/29/2024, 01:25 PM
Q2 2024 48 $242M +$56.8M -$46.4M +$10.4M SPTM, JBND, JCPB, CGXU, QUAL 13F-HR 7/30/2024, 05:34 PM
Q1 2024 52 $229M +$43.1M -$42M +$1.09M SPTM, QUAL, GSLC, CGXU, DYNF 13F-HR 4/29/2024, 08:45 PM
Q4 2023 49 $215M +$28.9M -$19.6M +$9.27M SPTM, GSLC, CGXU, AGG, QUAL 13F-HR 2/8/2024, 05:24 PM
Q3 2023 77 $192M +$74.5M -$82.5M -$7.99M SPTM, GSLC, JPST, AGG, HYBL 13F-HR 11/14/2023, 01:03 PM
Q2 2023 71 $204M +$33.3M -$13.7M +$19.6M JPST, GSLC, HYBL, AGG, XLK 13F-HR 7/24/2023, 01:49 PM
Q1 2023 75 $186M +$91.2M -$39.9M +$51.3M JPST, IBDQ, AGG, XLK, ACWX 13F-HR 4/21/2023, 05:37 PM
Q4 2022 69 $162M +$30.8M -$4.25M +$26.6M JEPI, GSLC, IBDQ, GSSC, IJH 13F-HR 1/23/2023, 04:56 PM
Q3 2022 71 $146M +$52.6M -$16.6M +$35.9M GSLC, JEPI, IBDQ, GSSC, QQQ 13F-HR 10/20/2022, 06:51 PM
Q2 2022 65 $146M +$55.8M -$13M +$42.8M GSLC, GSIE, FLOT, GSST, IBDQ 13F-HR 8/4/2022, 06:04 PM
Q1 2022 79 $156M +$25.6M -$6.48M +$19.1M GSLC, JPST, GLD, GSIE, VLUE 13F-HR 8/4/2022, 06:01 PM
Q4 2021 78 $158M +$34.4M -$14.7M +$19.7M GSLC, GLOF, GSIE, JPST, ACWI 13F-HR 2/1/2022, 05:54 PM
Q3 2021 81 $141M +$28.5M -$34.7M -$6.17M GSIE, GSLC, JPST, XLK, ACWI 13F-HR 10/19/2021, 02:32 PM
Q2 2021 75 $150M +$32.9M -$20.1M +$12.8M GSLC, GSIE, XLB, XLI, XLF 13F-HR 7/16/2021, 01:00 PM
Q1 2021 72 $131M +$41.7M -$36.8M +$4.89M GSLC, XLI, XLB, XLY, GSIE 13F-HR 4/12/2021, 11:19 AM
Q4 2020 85 $115M +$22.1M -$21.2M +$923K GSLC, GSIE, XLK, JPST, ACWX 13F-HR 1/25/2021, 02:49 PM
Q3 2020 80 $107M +$23.2M -$7.75M +$15.4M GSLC, XLK, JPST, GLD, XLV 13F-HR 10/8/2020, 09:46 AM
Q2 2020 79 $101M +$27.5M -$12.6M +$14.9M GSLC, GSIE, XLK, GLD, JPST 13F-HR 8/10/2020, 01:11 PM
Q1 2020 67 $86.4M +$43.9M -$6.52M +$37.4M GSLC, JPST, XLK, XLV, QUAL 13F-HR 4/10/2020, 11:59 AM
Q4 2019 59 $104M GSLC, IGSB, XLV, QUAL, XLK 13F-HR 2/5/2020, 04:05 PM