Roan Capital Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 78 distinct holdings, managed by Managing Partner and Co-Founder Joy Lynne Garland.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the disclosed positions. Among the individual equity holdings, the largest positions include Pacer Fds Tr Data and Infrastrat with 35,028 shares, Micron Technology Inc with 1,393,164 shares, and World Gold Tr Spdr Gld Minis with 5,68,377 shares.
Other notable individual stock positions listed in the filing include Johnson & Johnson, JPMorgan Chase & Co., and Procter & Gamble Co. The portfolio also holds significant exposure to various SPDR Series Trust ETFs, including those tracking the S&P 500, long-term bonds, and small-cap growth indices.
