Royal Harbor Partners, LLC

CIK

1801876

Location

HOUSTON, TX

Portfolio Value

Micro $35,388,778

Diversification

Diversified

Filing Date

Global Rank

#7,321 / 8,517 ▼ 941

Top Industry

Software - Infrastructure 18.6%

3Y Alpha vs SPY

+26.2%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+214.1%

SPY

+75.3%

Annualised alpha

+25.9%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.8%

−17.1 pts

Top 5

67.5%

−4.6 pts

Top 10

89.2%

−3.5 pts

HHI

1,083

Diversified−581

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.5%	$13,266,950	6
Unclassified	15.1%	$5,333,827	2
Consumer Cyclical	13.7%	$4,840,568	2
Communication Services	12.7%	$4,479,446	2
Financial Services	12.1%	$4,278,404	2
Energy	4.0%	$1,418,442	4
Industrials	2.1%	$760,625	2
Healthcare	1.6%	$567,330	1
Consumer Defensive	1.3%	$443,186	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+210	64,341	$5,109,962
JPM	Jpmorgan Chase & Co	+64	12,410	$4,062,165
WMT	Walmart Inc.	+50	3,913	$443,186
MCD	Mcdonalds Corp	+11	3,955	$1,069,076
LLY	ELI LILLY & Co	+10	473	$567,330
CSCO	Cisco Systems, Inc.	+9	3,059	$359,310
BA	Boeing Co	+4	1,834	$397,005
ORCL	Oracle Corp	+1	3,395	$497,537
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−2,477	2,809	$384,046
GOOGL	Alphabet Inc.	−1,856	12,221	$4,367,418
NVDA	Nvidia Corp	−1,301	8,935	$1,787,804
MSFT	Microsoft Corp	−949	13,682	$5,103,659
AMZN	Amazon Com Inc	−367	15,824	$3,771,492
AAPL	Apple Inc.	−280	18,088	$5,233,943
PWR	Quanta Services, Inc.	−177	505	$363,620
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	657	$284,697
QQQ	Invesco Qqq Trust, Series 1	304	$223,865
BAC	Bank Of America Corp /De/	3,795	$216,239
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	635,454	$27,032,213
CGCB	Capital Group Core Bond ETF	660,777	$17,352,004
CGIC	Capital Group International Core Equity ETF	161,174	$5,336,471
SLB	Slb Limited/Nv	6,015	$309,110
LMT	Lockheed Martin Corp	362	$218,789
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $35,388,778 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	18,088	-280	$5,233,943	+12.3%	14.79%
GLDM	World Gold Trust	Added	64,341	+210	$5,109,962	−14.0%	14.44%
MSFT	Microsoft Corp Technology	Reduced	13,682	-949	$5,103,659	−5.8%	14.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,221	-1,856	$4,367,418	+7.9%	12.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,410	+64	$4,062,165	+11.9%	11.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,824	-367	$3,771,492	+11.8%	10.66%
NVDA	Nvidia Corp Technology	Reduced	8,935	-1,301	$1,787,804	+0.1%	5.05%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,955	+11	$1,069,076	−12.8%	3.02%
LLY	ELI LILLY & Co Healthcare	Added	473	+10	$567,330	+33.2%	1.60%
ORCL	Oracle Corp Technology	Added	3,395	+1	$497,537	−0.4%	1.41%
EPD	Enterprise Products Partners L.P. Energy	Held	12,686	0	$466,337	−2.9%	1.32%
WMT	Walmart Inc. Consumer Defensive	Added	3,913	+50	$443,186	−7.7%	1.25%
BA	Boeing Co Industrials	Added	1,834	+4	$397,005	+9.0%	1.12%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,809	-2,477	$384,046	−57.2%	1.09%
PWR	Quanta Services, Inc. Industrials	Reduced	505	-177	$363,620	−2.9%	1.03%
CSCO	Cisco Systems, Inc. Technology	Added	3,059	+9	$359,310	+51.8%	1.02%
MPLX	Mplx LP Energy	Held	5,195	0	$292,634	−1.3%	0.83%
LRCX	Lam Research Corp Technology	NEW	657	NEW	$284,697	NEW	0.80%
OKE	Oneok Inc /New/ Energy	Held	3,168	0	$275,425	−3.8%	0.78%
QQQ	Invesco Qqq Trust, Series 1	NEW	304	NEW	$223,865	NEW	0.63%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,795	NEW	$216,239	NEW	0.61%
NMAX	Newsmax Inc. Communication Services	Held	13,530	0	$112,028	+58.6%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.