StockDriftsStockDriftsTop 50 Roi Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.29% | 25.5K | $12.2M | -0.59%(-151) | $112.68(+282.05%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.05% | 32.7K | $11.7M | -4.22%(-1.44K) | $142.69(+142.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.05% | 58.4K | $11.7M | -3.57%(-2.16K) | $46.51(+384.41%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.96% | 30.5K | $11.5M | -0.93%(-286) | $97.74(+327.48%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.91% | 9.5K | $11.4M | -3.33%(-328) | $560.02(+115.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.59% | 37.4K | $10.8M | -2.41%(-923) | $182.02(+67.71%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 4.63% | 26.2K | $9.0M | -2.90%(-784) | $134.92(+193.50%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.17% | 8.6K | $8.1M | -0.94%(-82) | $613.32(+56.83%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4% | 32.4K | $7.7M | +0.54%(+174) | $148.24(+78.85%) | 2026-06-30 | |
| WMT | WALMART INC | 3.29% | 56.2K | $6.4M | +0.14%(+79) | $66.80(+73.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +86.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.82% |
Roi Financial Advisors LLC reports $193.25M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are TSM (6.3%), GOOGL (6.0%) and NVDA (6.0%). The top 20 holdings account for 76.66% of reported assets. Its disclosed equity book has returned +86.10% cumulatively over 10 quarters. 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 Roi Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011633). View Roi Financial Advisors LLC’s 13F filings on SEC