Roberts Capital Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $119M
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 80 stock holdings with total value $119M as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and META.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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