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Joy Lynne Garland

Roan Capital Partners

Assets Managed
$120.583M
Holdings
78
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.41%(2Q avg: 5.71%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Roan Capital Partners's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Roan Capital Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 120.583M in assets, with a quarterly growth rate of 11.41% and a 2-quarter average growth rate of 5.71%. The portfolio is managed by Joy Lynne Garland, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 48.72%
5.42%
$6.534M
74,351 shares@ $87.89 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
Increased 12.19%
5.15%
$6.2M
109,694 shares@ $56.53 avg price
SMLV
Spdr Ssga Us Small Cap Low
Recent Activity
Increased 3.36%
4.58%
$5.52M
35,075 shares@ $157.37 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 15.89%
4.26%
$5.135M
89,040 shares@ $57.68 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 14.15%
4.24%
$5.101M
42,817 shares@ $119.14 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 3.29%
4.23%
$5.095M
42,816 shares@ $118.99 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -23.85%
4.06%
$4.888M
61,544 shares@ $79.42 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 5.48%
3.67%
$4.419M
147,234 shares@ $30.02 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 6.24%
3.59%
$4.327M
129,332 shares@ $33.46 avg price
SPLB
Spdr Port Lng Trm Corp Bnd
Recent Activity
Increased 7%
3.27%
$3.939M
175,836 shares@ $22.4 avg price

1-10 of 78