Royal Harbor Partners, LLC Portfolio Holdings by Sector

Royal Harbor Partners, LLC

$220 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB CGDV DYNF DFUS SPTM IEFA CGGO GSLC 21 stocks	$178,322 84.5% of portfolio	13	4	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$6,987 3.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,421 2.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$4,548 2.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$4,218 2.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,450 1.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,632 1.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1,227 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1,054 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts

Oil & Gas Midstream \| Energy EPD MPLX OKE 3 stocks	$899 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$663 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$406 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$398 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$394 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$208 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$208 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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