Roberts Financial Services LLC
Roberts Financial Services LLC reported 33 holdings worth US$341M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Roberts Financial Services LLC reported 33 holdings worth US$341M as of Jun 30, 2026. Largest: Barrick Mining Corporation, Apple Inc and Eli Lilly And Company. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$341M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Barrick Mining Corporation | 44,413 | US$1.63M | 0.48% |
| Apple Inc | 1,707 | US$494K | 0.14% |
| Eli Lilly And Company | 318 | US$381K | 0.11% |
| Tesla, Inc. | 900 | US$379K | 0.11% |
| Wec Energy Group, Inc. | 3,059 | US$357K | 0.10% |
| Huntington Bancshares Incorporated | 13,905 | US$247K | 0.07% |