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Roberts Capital Advisors, LLC
Roberts Capital Advisors, LLC is an investment manager headquartered in New York, NY. Founded in 2011 and incorporated in Delaware, the firm employs a team of approximately 4 professionals. Roberts Capital Advisors manages an investment limited partnership and separate accounts, serving high net worth individuals and pooled investment vehicles. The firm integrates macroeconomic expertise, data science, and fundamental research to oversee discretionary portfolios worth over $117 million.
Investment Strategy
Roberts Capital Advisors combines macroeconomic analysis, data science, and fundamental research to construct actively managed portfolios. The firm invests primarily in publicly traded equities and related securities, with a focus on technology giants and high growth sectors based on quantitative and qualitative analysis. The strategy emphasizes strong risk management and diversification across its holdings, adapting allocations based on evolving market conditions.
Latest 13F Filing Activity
Roberts Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $135M. The fund increased holdings in Nvidia Corp., Microsoft Corp. Com, Broadcom Inc. among other positions. Roberts Capital Advisors, LLC reduced exposure to Apple Inc. Com, Hca Healthcare Inc. Com, Merck Co. Inc. among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 8.75% | $11.8M | 23,777 | $424.57 | $497.41 | +$2.9M |
N NVDA | NVIDIA CORP | 8.64% | $11.7M | 73,850 | $116.99 | $157.99 | +$3.7M |
A AAPL | APPLE INC COM | 7.38% | $10.0M | 48,578 | $170.03 | $205.17 | -$823.9K |
A AMZN | AMAZON COM INC | 5.52% | $7.5M | 33,972 | $181.76 | $219.39 | +$989.6K |
M META | META PLATFORMS INC | 4.67% | $6.3M | 8,540 | $491.35 | $738.09 | +$1.4M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Technology Officer, Associate Portfolio Manager | Denver, CO , United States |
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