Royal Harbor Partners, LLC
Filing Date
Global Rank
#5,006
/ 8,794
▼ 281
· as of Jun 2026
Top Industry
Software - Infrastructure
18.6%
Period ended 3 months ago
Filed Jul 27, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.4%
−1.9 pts
Top 5
54.7%
−6.6 pts
Top 10
75.7%
−3.6 pts
HHI
768
Diversified−136
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.7% | $292,680,108 |
| Technology | 4.1% | $13,266,950 |
| Consumer Cyclical | 1.5% | $4,840,568 |
| Communication Services | 1.4% | $4,479,446 |
| Financial Services | 1.3% | $4,278,404 |
| Energy | 0.4% | $1,418,442 |
| Industrials | 0.2% | $760,625 |
| Healthcare | 0.2% | $567,330 |
| Consumer Defensive | 0.1% | $443,186 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | +47,133 | 1,011,061 | $49,720,456 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +35,286 | 267,522 | $26,848,343 | |
| DVVY | Invesco Diversified Dividend Opportunities ETF | +7,136 | 291,595 | $14,623,489 | |
| DCOR | Dimensional US Core Equity 1 ETF | +2,035 | 580,322 | $43,425,723 | |
| CGGG | Capital Group U.S. Large Growth ETF | +1,708 | 175,902 | $5,799,488 | |
| CGIC | Capital Group International Core Equity ETF | +465 | 161,639 | $5,882,043 | |
| AMZA | InfraCap MLP ETF | +257 | 46,604 | $3,809,410 | |
| GLDM | World Gold Trust | +210 | 64,341 | $5,109,962 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +150 | 27,535 | $5,858,621 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | +125 | 110,812 | $3,775,364 | |
| 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
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGCB | Capital Group Core Bond ETF | −512,317 | 712,718 | $18,658,957 | |
| BCLO | iShares BBB-B CLO Active ETF | −21,380 | 192,400 | $10,070,216 | |
| CGDV | Capital Group Dividend Value ETF | −13,832 | 621,622 | $30,633,532 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | −4,710 | 382,096 | $25,986,348 | |
| XOM | ExxonMobil Holdings Corp | −2,477 | 2,809 | $384,046 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −1,881 | 156,855 | $14,240,865 | |
| GOOGL | Alphabet Inc. | −1,856 | 12,221 | $4,367,418 | |
| NVDA | Nvidia Corp | −1,301 | 8,935 | $1,787,804 | |
| AGNG | Global X Funds Global X Aging Population ETF | −1,099 | 36,503 | $2,150,756 | |
| BKF | iShares MSCI BIC ETF | −950 | 25,793 | $2,613,059 | |
| MSFT | Microsoft Corp | −949 | 13,682 | $5,103,659 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | −396 | 42,081 | $5,970,873 | |
| 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
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 199,885 | $10,110,183 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 44,664 | $3,875,703 | |
| — | 68,644 | $3,292,852 | ||
| 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. | ||||
42 tracked positions ·
$322,735,059 total
· filing declares
56 positions · $322,734,585
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Added | 1,011,061 | $49,720,456 | 15.41% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 580,322 | $43,425,723 | 13.46% | |
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 621,622 | $30,633,532 | 9.49% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 267,522 | $26,848,343 | 8.32% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Reduced | 382,096 | $25,986,348 | 8.05% | |
| CGCB |
Capital Group Core Bond ETF
|
Reduced | 712,718 | $18,658,957 | 5.78% | |
| DVVY |
Invesco Diversified Dividend Opportunities ETF
|
Added | 291,595 | $14,623,489 | 4.53% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 156,855 | $14,240,865 | 4.41% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
NEW | 199,885 | $10,110,183 | 3.13% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
Reduced | 192,400 | $10,070,216 | 3.12% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Reduced | 42,081 | $5,970,873 | 1.85% | |
| CGIC |
Capital Group International Core Equity ETF
|
Added | 161,639 | $5,882,043 | 1.82% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 27,535 | $5,858,621 | 1.82% | |
| CGGG |
Capital Group U.S. Large Growth ETF
|
Added | 175,902 | $5,799,488 | 1.80% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,088 | $5,233,943 | 1.62% | |
| GLDM |
World Gold Trust
|
Added | 64,341 | $5,109,962 | 1.58% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,682 | $5,103,659 | 1.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,221 | $4,367,418 | 1.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 12,410 | $4,062,165 | 1.26% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
NEW | 44,664 | $3,875,703 | 1.20% | |
| AMZA |
InfraCap MLP ETF
|
Added | 46,604 | $3,809,410 | 1.18% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Added | 110,812 | $3,775,364 | 1.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 15,824 | $3,771,492 | 1.17% | |
|
|
NEW | 68,644 | $3,292,852 | 1.02% | ||
| BKF |
iShares MSCI BIC ETF
|
Reduced | 25,793 | $2,613,059 | 0.81% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Reduced | 36,503 | $2,150,756 | 0.67% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,935 | $1,787,804 | 0.55% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,955 | $1,069,076 | 0.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 473 | $567,330 | 0.18% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,395 | $497,537 | 0.15% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 12,686 | $466,337 | 0.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,913 | $443,186 | 0.14% | |
| BA |
Boeing Co
Industrials
|
Added | 1,834 | $397,005 | 0.12% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,809 | $384,046 | 0.12% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 505 | $363,620 | 0.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,059 | $359,310 | 0.11% | |
| MPLX |
Mplx LP
Energy
|
Held | 5,195 | $292,634 | 0.09% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 657 | $284,697 | 0.09% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 3,168 | $275,425 | 0.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 304 | $223,865 | 0.07% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 3,795 | $216,239 | 0.07% | |
| NMAX |
Newsmax Inc.
Communication Services
|
Held | 13,530 | $112,028 | 0.03% |
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.