StockDriftsStockDriftsTop 50 Roan Capital Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.42% | 74.4K | $6.5M | +48.72%(+24.36K) | $79.28(+14.83%) | 2026-06-30 | |
| DON | WISDOMTREE TR | 5.14% | 109.7K | $6.2M | +12.19%(+11.92K) | $52.29(+11.54%) | 2026-06-30 | |
| SMLV | SPDR SERIES TRUST | 4.58% | 35.1K | $5.5M | +3.35%(+1.14K) | $134.50(+20.07%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.26% | 89.0K | $5.1M | +15.88%(+12.20K) | $48.24(+19.88%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 4.23% | 42.8K | $5.1M | +14.15%(+5.31K) | $96.75(+21.97%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.23% | 42.8K | $5.1M | +3.28%(+1.36K) | $102.44(+19.86%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 4.05% | 61.5K | $4.9M | -23.86%(-19.29K) | $89.03(-2.16%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 3.66% | 147.2K | $4.4M | +5.47%(+7.64K) | $30.13(-0.74%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 3.59% | 129.3K | $4.3M | +6.23%(+7.59K) | $33.66(-1.61%) | 2026-06-30 | |
| SPLB | SPDR SERIES TRUST | 3.27% | 175.8K | $3.9M | +7.00%(+11.50K) | $22.39(-4.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.98% |
Roan Capital Partners reports $120.58M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.4%), DON (5.1%) and SMLV (4.6%). The top 20 holdings account for 69% of reported assets. Its disclosed equity book has returned +5.03% cumulatively over 1 quarter. Figures reflect the Q2 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