ROI Financial Advisors, LLC: 13F holdings
CIK 20116332026Q2
| Positions | 70 |
|---|
| Reported value | $193.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 70 (+4 vs prior quarter) |
|---|
| Reported value | $193.3m (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 25,460 | $12.2m | 6.3% |
| GOOGL ALPHABET INC | 32,736 | $11.7m | 6.1% |
| NVDA NVIDIA CORPORATION | 58,432 | $11.7m | 6.0% |
| AVGO BROADCOM INC | 30,470 | $11.5m | 6.0% |
| LLY ELI LILLY & CO | 9,520 | $11.4m | 5.9% |
| AAPL APPLE INC | 37,352 | $10.8m | 5.6% |
| PANW PALO ALTO NETWORKS INC | 26,247 | $9.0m | 4.6% |
| COST COSTCO WHOLESALE CORPORATION | 8,615 | $8.1m | 4.2% |
| AMZN AMAZON COM INC | 32,446 | $7.7m | 4.0% |
| WMT WALMART INC | 56,174 | $6.4m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011633")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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