RPOA Advisors, Inc.

CIK 0001963326 · Q2 2026

13F Equity AUM

$3.5B

+53.6% QoQ

Positions

+1 QoQ

AUM Rank

#1,791

Top 14%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,315 · Top 76%

vs S&P -8.3%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

BKLC44.8%

BKAG24.8%

BKMC12.2%

BKIE9.3%

BKUI9.0%

MSFT0.0%

BKHY0.0%

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

Sector Allocation

Financial Services100.0%

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

Position Sizing

Positions: 7Median: 9.29%Avg: 14.29%

0–0.5%

2(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

5(100.0%)

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

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Portfolio Overlap

Shared: 0Unique: 7vs 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

New1Increased5Decreased1Exited0

New Positions

MSFT0.0%

+1K

Increased

BKLC44.8%

+5.0M(+85%)

BKMC12.2%

+1.7M(+94%)

BKIE9.3%

+1.5M(+84%)

BKAG24.8%

+110K(+1%)

BKUI9.0%

+15K(+0%)

Decreased

BKHY0.0%

-1,822(-29%)

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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