Royal Harbor Partners, LLC

CIK 0001801876 · Q2 2026

13F Equity AUM

$322.7M

+9.3% QoQ

Positions

+5 QoQ

AUM Rank

#4,831

Top 55%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #5,607 · Top 67%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 38.6%Top 10: 61.9%Top 20: 83.1%

CGDV9.5%

DFUS9.1%

DYNF8.1%

JCPB6.1%

JBND5.9%

CGCB5.8%

IEFA5.3%

GSY4.5%

SPTM4.4%

DFAW3.2%

Others (46)38.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services92.0%

Technology4.1%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 56Median: 1.02%Avg: 1.79%

0–0.5%

22(3.0%)

0.5–1%

5(3.1%)

1–3%

17(25.8%)

3–5%

5(18.4%)

5%+

7(49.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 56vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New10Increased22Decreased17Exited5

New Positions

VTEB3.1%

+200K

SHM1.0%

+69K

MUB1.0%

+31K

XLV0.6%

+13K

XLE0.5%

+31K

LRCX0.1%

+657

XLK0.1%

+1K

NDQ0.1%

+304

BAC0.1%

+4K

DGRO0.1%

+3K

Increased

CGCB5.8%

+52K(+8%)

JBND5.9%

+38K(+12%)

JPST0.5%

+18K(+142%)

GSY4.5%

+7K(+3%)

IWF0.2%

+4K(+300%)

DFSV1.2%

+3K(+3%)

JPIE3.0%

+2K(+1%)

CGMM1.8%

+2K(+1%)

DFUS9.1%

+487(+0%)

CGIC1.8%

+465(+0%)

Decreased

BINC3.1%

-21,380(-10%)

CGDV9.5%

-13,832(-2%)

JCPB6.1%

-10,568(-2%)

DYNF8.1%

-4,710(-1%)

IEFA5.3%

-2,598(-1%)

XOM0.1%

-2,477(-47%)

SPTM4.4%

-1,881(-1%)

GOOGL1.4%

-1,856(-13%)

NVDA0.6%

-1,301(-13%)

DFAW3.2%

-1,181(-1%)

Exited

-453,277

-110,981

-6,015

-1,504

-362

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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