StockDriftsStockDriftsTop 50 Roan Capital Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.97% | 36.8K | $12.2M | +1096.52%(+33.71K) | $307.15(+11.65%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 5.46% | 83.1K | $7.5M | +11.77%(+8.75K) | $80.29(+12.39%) | 2026-09-30 | |
| DON | WISDOMTREE TR | 4.51% | 114.1K | $6.2M | +4.02%(+4.41K) | $52.40(+5.86%) | 2026-09-30 | |
| SMLV | SPDR SERIES TRUST | 4.02% | 36.6K | $5.5M | +4.32%(+1.51K) | $135.30(+11.89%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4% | 44.4K | $5.5M | +3.69%(+1.58K) | $103.10(+17.69%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 3.64% | 94.1K | $5.0M | +5.71%(+5.08K) | $48.62(+8.64%) | 2026-09-30 | |
| SLYG | SPDR SERIES TRUST | 3.53% | 45.0K | $4.8M | +5.13%(+2.20K) | $97.54(+9.15%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 3.42% | 56.8K | $4.7M | -7.65%(-4.71K) | $89.03(-7.96%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 3.35% | 98.4K | $4.6M | +20.70%(+16.88K) | $45.06(+6.01%) | 2026-09-30 | |
| SPSB | SPDR SERIES TRUST | 3.27% | 151.1K | $4.5M | +2.59%(+3.82K) | $30.12(-1.66%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.64% |
Roan Capital Partners reports $136.54M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.0%), SPYM (5.5%) and DON (4.5%). The top 20 holdings account for 68.98% of reported assets. Its disclosed equity book has returned +2.41% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roan Capital Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2124783). View Roan Capital Partners’s 13F filings on SEC