Royal Harbor Partners, LLC
SEC Form 13F institutional filer · CIK 0001801876
13F-HR · 23 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
92.1%
Royal Harbor Partners, LLC — $81.7M AUM allocation strategy
Royal Harbor Partners, LLC files SEC Form 13F and reports $81.7M of long US equity value across 23 reported holdings for 2026-03-31.
Its largest sector bet is Financials 48.5%, followed by Information Technology 15.2% and Consumer Discretionary 5.6%.
The top 10 holdings account for 92% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Royal Harbor Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$81.7M
total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
92% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSFT +2.53K sh · −$435K+$AMZN +258 sh · −$306K+$NVDA +20 sh · −$120K
Biggest trims (shares)
−$BLK −393K sh · −$20.9M−$GS −72.9K sh · −$7.44M−$IVV −4.05K sh · −$61.7K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks37.5%—
- Systems Software6.6%—
- Investment Banking & Brokerage6.5%—
- Technology Hardware, Storage & Peripherals5.7%—
- Interactive Media & Services5.0%—
- Diversified Banks4.5%—
- Broadline Retail4.2%—
- Semiconductors2.2%—
- Other holdings27.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 312K | $19.5M | — | 23.9% |
| $BLK | BlackRock Inc | 214K | $11.1M | -393K | 13.6% |
| $MSFT | Microsoft Corporation | 14.6K | $5.42M | +2.53K | 6.6% |
| $GS | Goldman Sachs Group Inc | 42.5K | $5.32M | -72.9K | 6.5% |
| $AAPL | Apple Inc | 18.4K | $4.66M | -516 | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 14.1K | $4.05M | -2.77K | 5.0% |
| $JPM | JP Morgan Chase & Co | 12.3K | $3.63M | -506 | 4.4% |
| $AMZN | Amazon.com Inc | 16.2K | $3.37M | +258 | 4.1% |
| $NVDA | NVIDIA Corporation | 10.2K | $1.79M | +20 | 2.2% |
…and 14 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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