Roberts Capital Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$135M
Signature - Title
Michael T. Roberts - Founder and CIO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Roberts Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roberts Capital Advisors, LLC reported 78 stock holdings with total value $135M as of Q2 2025. Top holdings included MSFT, NVDA, AAPL, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 78 $135M +$2.91M -$2.98M -$62.7K MSFT, NVDA, AAPL, AMZN, META 13F-HR 8/13/2025, 11:55 AM
Q1 2025 83 $114M +$23.5M -$18.7M +$4.81M AAPL, MSFT, NVDA, AMZN, META 13F-HR 5/13/2025, 03:47 PM
Q4 2024 80 $119M +$2.32M -$4.97M -$2.65M AAPL, MSFT, NVDA, AMZN, META 13F-HR 2/14/2025, 01:36 PM
Q3 2024 89 $117M +$5.7M -$770K +$4.93M AAPL, MSFT, NVDA, AMZN, META 13F-HR 11/14/2024, 12:47 PM
Q2 2024 89 $96M $0 $0 MSFT, AAPL, AMZN, META, GOOG 13F-HR 8/14/2024, 12:42 PM
Q1 2024 89 $104M $0 $0 MSFT, AAPL, NVDA, AMZN, META 13F-HR 5/15/2024, 12:35 PM
Q3 2022 88 $69M +$5.45M -$137K +$5.32M AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 11/14/2022, 01:26 PM
Q2 2022 88 $72.9M +$3.5M -$405K +$3.1M AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 8/15/2022, 01:58 PM
Q1 2022 96 $96.9M +$476K +$476K AAPL, MSFT, AMZN, TSLA, GOOG 13F-HR 5/16/2022, 11:49 AM
Q4 2021 95 $107M MSFT, AAPL, AMZN, TSLA, META 13F-HR 2/15/2022, 10:12 AM