Raub Brock Capital Management LP
Raub Brock Capital Management, LP is an independent, employee-owned SEC Registered Investment Adviser headquartered in Larkspur, California. Founded in 1991, the firm specializes in the construction and management of concentrated, high-quality growth equity portfolios for a diverse client base that includes individuals, family offices, retirement accounts, endowments, and foundations. The firm is committed to delivering long-term capital appreciation, principal protection, and consistent performance, with a focus on personalized service and fiduciary accountability. As of early 2025, Raub Brock Capital Management has approximately 9 employees and manages over $3.2 billion in assets.
Investment Strategy
Raub Brock Capital Management employs a disciplined, long-term investment approach focused on constructing and managing concentrated portfolios of high-quality growth companies. The strategy involves rigorous bottom-up fundamental research to identify businesses with durable competitive advantages, strong balance sheets, and above-average growth prospects. The firm aims to reduce portfolio volatility and deliver consistent, above-market returns while providing principal protection and meeting the long-term needs of both individual and institutional clients.
Latest 13F Filing Activity
Raub Brock Capital Management LP filed their most recent 13F report on Sep 30, 2025 disclosing 39 equity positions with a total 13F market value of $465M. The fund increased holdings in Eaton Corp. PLC, Abbvie Inc., Taiwan Semiconductor MFG LTD among other positions. Raub Brock Capital Management LP reduced exposure to Dominos Pizza Inc., Carrier Global Corporation, Intuit among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEF | ISHARES TR | 16.57% | $77.0M | 798,225 | $96.53 | $96.46 | +$1.5M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.00% | $27.9M | 99,767 | $141.49 | $279.29 | +$3.8M |
O ORCL | ORACLE CORP | 4.80% | $22.3M | 79,322 | $107.92 | $281.24 | -$1.6M |
P PH | PARKER-HANNIFIN CORP | 4.74% | $22.0M | 29,050 | $292.97 | $758.15 | +$1.2M |
A ABBV | ABBVIE INC | 4.61% | $21.4M | 92,585 | $90.70 | $231.54 | +$3.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
E Eric Richards | Senior Research Analyst | CA , United States | |
P Patrick Tinucci | Senior Research Analyst | San Francisco, CA , United States | |
 | analyst | Larkspur, CA , United States | |
 | PM | Larkspur, CA , United States |