ROBBINS FARLEY

PrivateCIK: 1847820
Location

BEDFORD, NH

143
Positions
$225.92M
Total AUM (reported)
2.53M
Total Shares

Allocation by class

TOTAL AUM$225.92M143 positions
COM$152.68M67.6%
US DIVIDEND EQ$8.99M4.0%
CL A$7.73M3.4%
INTL EQTY ETF$5.58M2.5%
CL C$5.08M2.2%
CAP STK CL A$5.07M2.2%
COM CL A$4.96M2.2%

Portfolio Concentration

Top 311.5%4–1019.5%11–2533.1%Rest35.9%TOP 1031.0%0%100%
Top 3$26.00M11.5%
4–10$44.02M19.5%
11–25$74.83M33.1%
Rest$81.06M35.9%

Top 3 weight

11.5%

Top 10 weight

31.0%

Voting Authority Distribution

Total shares with voting rights: 2.53M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.53M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole143
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings143
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares53.96K
TypeSH
Market value$9.41M
4.17%
Sole
0.00
Shared
0.00
None
53.96K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares293.02K
TypeSH
Market value$8.99M
3.98%
Sole
0.00
Shared
0.00
None
293.02K

TJX COS INC NEW

SOLE
COM
Shares47.58K
TypeSH
Market value$7.60M
3.36%
Sole
0.00
Shared
0.00
None
47.58K

CATERPILLAR INC

SOLE
COM
Shares9.60K
TypeSH
Market value$6.80M
3.01%
Sole
0.00
Shared
0.00
None
9.60K

NEXTERA ENERGY INC

SOLE
COM
Shares70.36K
TypeSH
Market value$6.54M
2.89%
Sole
0.00
Shared
0.00
None
70.36K

WALMART INC

SOLE
COM
Shares51.64K
TypeSH
Market value$6.42M
2.84%
Sole
0.00
Shared
0.00
None
51.64K

BROADCOM INC

SOLE
COM
Shares19.86K
TypeSH
Market value$6.15M
2.72%
Sole
0.00
Shared
0.00
None
19.86K

AMAZON COM INC

SOLE
COM
Shares29.37K
TypeSH
Market value$6.12M
2.71%
Sole
0.00
Shared
0.00
None
29.37K

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares10.22K
TypeSH
Market value$6.01M
2.66%
Sole
0.00
Shared
0.00
None
10.22K

CASEYS GEN STORES INC

SOLE
COM
Shares8.23K
TypeSH
Market value$5.99M
2.65%
Sole
0.00
Shared
0.00
None
8.23K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares225.37K
TypeSH
Market value$5.58M
2.47%
Sole
0.00
Shared
0.00
None
225.37K

NETFLIX INC.

SOLE
COM
Shares57.49K
TypeSH
Market value$5.53M
2.45%
Sole
0.00
Shared
0.00
None
57.49K

QUANTA SVCS INC

SOLE
COM
Shares9.48K
TypeSH
Market value$5.20M
2.30%
Sole
0.00
Shared
0.00
None
9.48K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares30.95K
TypeSH
Market value$5.08M
2.25%
Sole
0.00
Shared
0.00
None
30.95K

ALPHABET INC

SOLE
CAP STK CL A
Shares17.63K
TypeSH
Market value$5.07M
2.24%
Sole
0.00
Shared
0.00
None
17.63K

GRANITE CONSTR INC

SOLE
COM
Shares41.69K
TypeSH
Market value$5.00M
2.21%
Sole
0.00
Shared
0.00
None
41.69K

VISA INC

SOLE
COM CL A
Shares16.41K
TypeSH
Market value$4.96M
2.20%
Sole
0.00
Shared
0.00
None
16.41K

RTX CORPORATION

SOLE
COM
Shares25.71K
TypeSH
Market value$4.96M
2.20%
Sole
0.00
Shared
0.00
None
25.71K

ASTRAZENECA PLC

SOLE
ORD
Shares25.14K
TypeSH
Market value$4.96M
2.19%
Sole
0.00
Shared
0.00
None
25.14K

MICROSOFT CORP

SOLE
COM
Shares13.34K
TypeSH
Market value$4.94M
2.19%
Sole
0.00
Shared
0.00
None
13.34K

APPLE INC

SOLE
COM
Shares19.40K
TypeSH
Market value$4.92M
2.18%
Sole
0.00
Shared
0.00
None
19.40K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.23K
TypeSH
Market value$4.75M
2.10%
Sole
0.00
Shared
0.00
None
8.23K

DOMINION ENERGY INC

SOLE
COM
Shares75.99K
TypeSH
Market value$4.70M
2.08%
Sole
0.00
Shared
0.00
None
75.99K

UBER TECHNOLOGIES INC

SOLE
COM
Shares64.32K
TypeSH
Market value$4.63M
2.05%
Sole
0.00
Shared
0.00
None
64.32K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares37.17K
TypeSH
Market value$4.56M
2.02%
Sole
0.00
Shared
0.00
None
37.17K
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