Holdings
Roberts Financial Services LLC
As of Jun 30, 2026, Roberts Financial Services LLC reported 6 positions worth US$3.49M. Largest: Barrick Mining Corporation, Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Barrick Mining Corporation | 44,413 | US$1.63M | new | Jun 30, 2026 |
| Apple Inc | 1,707 | US$494K | +382 | Jun 30, 2026 |
| Eli Lilly And Company | 318 | US$381K | no change | Jun 30, 2026 |
| Tesla, Inc. | 900 | US$379K | +100 | Jun 30, 2026 |
| Wec Energy Group, Inc. | 3,059 | US$357K | no change | Jun 30, 2026 |
| Huntington Bancshares Incorporated | 13,905 | US$247K | −102 | Jun 30, 2026 |