Rose Capital Advisors LLC
Rose Capital Advisors LLC reported 108 positions worth $199.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $24.3M | 12.19% | 32,464 | — | — | |
| ▸ 2 | ACN | PUT | $13.0M | 6.53% | 104,697 | — | — | |
| ▸ 3 | VEA | SH | $12.7M | 6.38% | 178,645 | — | — | |
| ▸ 4 | AAPL | SH | $7.9M | 3.96% | 27,284 | — | — | |
| ▸ 5 | TOTL | SH | $7.7M | 3.87% | 195,822 | — | — | |
| ▸ 6 | BAC | SH | $7.5M | 3.75% | 131,295 | — | — | |
| ▸ 7 | VB | SH | $7.4M | 3.71% | 24,429 | — | — | |
| ▸ 8 | GOOG | SH | $7.1M | 3.54% | 19,982 | — | — | |
| ▸ 9 | VWO | SH | $6.9M | 3.48% | 116,148 | — | — | |
| ▸ 10 | VO | SH | $6.6M | 3.32% | 82,236 | — | — |
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Frequently Asked Questions
What stocks does Rose Capital Advisors LLC hold as of Q2 2026?
Rose Capital Advisors LLC reported 108 positions worth $199.5M in its Q2 2026 13F filing. Largest positions: IVV (12.2%), ACN (6.5%), VEA (6.4%), AAPL (4.0%) and TOTL (3.9%).
What did Rose Capital Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rose Capital Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.