Royal Harbor Partners, LLC

CIK

1801876

Location

HOUSTON, TX

Portfolio Value

Micro $480,093

Diversification

Diversified

Filing Date

Global Rank

#7,252 / 8,586 ▼ 16

Top Industry

Software - Infrastructure 20.3%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.7%

SPY

+78.1%

Annualised alpha

-1.2%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

+2.1 pts

Top 5

67.7%

+1.3 pts

Top 10

89.9%

+0.1 pts

HHI

1,095

Diversified+52

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$12,598,669	5
Unclassified	17.0%	$5,944,302	1
Consumer Cyclical	13.1%	$4,597,854	2
Communication Services	11.8%	$4,118,608	2
Financial Services	10.4%	$3,631,699	1
Energy	6.5%	$2,268,803	5
Industrials	2.7%	$957,444	3
Consumer Defensive	1.4%	$480,093	1
Healthcare	1.2%	$425,853	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+2,533	14,631	$5,415,957
AMZN	Amazon Com Inc	+258	16,191	$3,372,099
NVDA	Nvidia Corp	+20	10,236	$1,785,158
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−3,760	64,131	$5,944,302
XOM	Exxon Mobil Corp	−3,104	5,286	$896,822
GOOGL	Alphabet Inc.	−2,767	14,077	$4,047,982
AAPL	Apple Inc.	−516	18,368	$4,661,614
JPM	Jpmorgan Chase & Co	−506	12,346	$3,631,699
PWR	Quanta Services, Inc.	−118	682	$374,431
SLB	Slb Limited/Nv	−60	6,015	$309,110
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LMT	Lockheed Martin Corp	362	$218,789
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	28,880	$1,433,892
BAC	Bank Of America Corp /De/	3,748	$206,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $480,093 total · Consumer Defensive only · as of Mar 31, 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	History
WMT	Walmart Inc. Consumer Defensive	Held	3,863	0	$480,093	+11.6%	100.00%