13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001883719
Total reported value
—
—
1 檔
—
As reported in its official Q4 2025 Form 13F filing, Roberts Capital Advisors, LLC's tracked investment portfolio stood at — with 1 total positions.
In Q4 2025, Roberts Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 50 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 2 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 3 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 4 | AAPL | Apple Inc | — | EXIT | Sold out |
| 5 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 6 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 8 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 9 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 10 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 11 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 12 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 13 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 14 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 15 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 16 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 17 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 18 | LIN | Linde plc | — | EXIT | Sold out |
| 19 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 20 | CME | Cme Group Inc | — | EXIT | Sold out |
| 21 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 22 | WMT | Walmart Inc | — | EXIT | Sold out |
| 23 | INTU | Intuit Inc | — | EXIT | Sold out |
| 24 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 25 | CDNS | Cadence Design Sys Inc | — | EXIT | Sold out |
| 26 | LRCX | Lam Research CORP | — | EXIT | Sold out |
| 27 | MS | Morgan Stanley | — | EXIT | Sold out |
| 28 | NRG | Nrg Energy Inc | — | EXIT | Sold out |
| 29 | SPGI | S&p Global Inc | — | EXIT | Sold out |
| 30 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 31 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 32 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 33 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 34 | GE | General Electric | — | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 36 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 37 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 38 | CVX | Chevron CORP | — | EXIT | Sold out |
| 39 | AXP | American Express Co | — | EXIT | Sold out |
| 40 | APH | Amphenol Corp-cl A | — | EXIT | Sold out |
| 41 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 42 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 43 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 44 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 45 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 46 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 47 | BKR | Baker Hughes Co | — | EXIT | Sold out |
| 48 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 49 | KLAC | Kla CORP | — | EXIT | Sold out |
| 50 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Roberts Capital Advisors, LLC reported a total U.S. public equity portfolio value of — across 1 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
SPY
前期市值: $14.9M
During Q4 2025, Roberts Capital Advisors, LLC's top holdings by market value included IKENA ONCOLOGY INC (0.0%). The largest single position, IKENA ONCOLOGY INC, represented 0.0% of total portfolio value.
In Q4 2025, Roberts Capital Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 50 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.