Royal Harbor Partners, LLC reported 21 positions worth $36.07M for the quarter ended Sep 30, 2026, up 2.6% on the prior quarter. It opened 0 new positions, added to 6, trimmed 11 and exited 0. Its largest holding is Apple Inc. at 16.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLDM World Gold Trust | +1,179 | +1.8% | $96.89K | 14.93% |
| GOOGL Alphabet Inc. | +219 | +1.8% | $75.36K | 11.87% |
| NVDA Nvidia Corp | +148 | +1.7% | $33.80K | 5.75% |
| AMZN Amazon Com Inc | +134 | +0.8% | $33.39K | 11.02% |
| LRCX Lam Research Corp | +4 | +0.6% | $1.31K | 0.602% |
| JPM Jpmorgan Chase & Co | +3 | +0.0% | $992.49 | 11.38% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -4,047 | -29.6% | $2.08M | 13.7% |
| AAPL Apple Inc. | -175 | -1.0% | $58.28K | 16.54% |
| LLY ELI LILLY & Co | -10 | -2.1% | $11.57K | 1.49% |
| WMT Walmart Inc. | -50 | -1.3% | $5.20K | 1.11% |
| XOM ExxonMobil Holdings Corp | -23 | -0.8% | $3.74K | 1.26% |
| BAC Bank Of America Corp | -47 | -1.2% | $2.56K | 0.566% |
| MCD Mcdonalds Corp | -11 | -0.3% | $2.54K | 2.53% |
| CSCO Cisco Systems, Inc. | -9 | -0.3% | $968.67 | 0.91% |
| BA Boeing Co | -4 | -0.2% | $744.20 | 0.944% |
| PWR Quanta Services, Inc. | -1 | -0.2% | $642.57 | 0.898% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 17.9K | $5.97M | 16.54% | -175 | -1.0% | Reduced | 0% |
| 2 | GLDM World Gold Trust | Others | 65.5K | $5.38M | 14.93% | +1,179 | +1.8% | Added | 0.02% |
| 3 | MSFT Microsoft Corp | Technology | 9,635 | $4.94M | 13.7% | -4,047 | -29.6% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 12.4K | $4.28M | 11.87% | +219 | +1.8% | Added | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 12.4K | $4.11M | 11.38% | +3 | +0.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 16.0K | $3.98M | 11.02% | +134 | +0.8% | Added | 0% |
| 7 | NVDA Nvidia Corp | Technology | 9,083 | $2.07M | 5.75% | +148 | +1.7% | Added | 0% |
| 8 | MCD Mcdonalds Corp | Consumer Discretionary | 3,944 | $910.83K | 2.53% | -11 | -0.3% | Reduced | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 463 | $535.73K | 1.49% | -10 | -2.1% | Reduced | 0% |
| 10 | ORCL Oracle Corp | Technology | 3,394 | $466.00K | 1.29% | -1 | 0.0% | Reduced | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 2,786 | $453.46K | 1.26% | -23 | -0.8% | Reduced | 0% |
| 12 | EPD Enterprise Products Partners L.P. | Energy | 12.7K | $451.75K | 1.25% | 0 | 0.0% | Unchanged | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 3,863 | $401.44K | 1.11% | -50 | -1.3% | Reduced | 0% |
| 14 | BA Boeing Co | Industrials | 1,830 | $340.47K | 0.944% | -4 | -0.2% | Reduced | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 3,050 | $328.27K | 0.91% | -9 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Royal Harbor Partners.
As of its Q3 2026 13F filing, Royal Harbor Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 16.5%, World Gold Trust (GLDM) at 14.9%, Microsoft Corp (MSFT) at 13.7%, Alphabet Inc. (GOOGL) at 11.9%, Jpmorgan Chase & Co (JPM) at 11.4% of the reported portfolio.
Royal Harbor Partners, LLC reported a 13F portfolio worth $36.07M across 21 positions for Q3 2026. That is up 2.6% from the previous quarter.
Its largest purchases by value were World Gold Trust ($96.89K), Alphabet Inc. ($75.36K), Nvidia Corp ($33.80K). It opened 0 new positions.
Its largest sales by value were Microsoft Corp ($2.08M), Apple Inc. ($58.28K), ELI LILLY & Co ($11.57K). It exited 0 positions entirely.
From the Form 13F-HR reports Royal Harbor Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.