Raub Brock Capital Management Lp Portfolio Stock Holdings

According to the SEC 13F filed on July 15, 2026, Raub Brock Capital Management Lp disclosed 45 stock positions valued at approximately $363.30M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, TAIWAN SEMICONDUCTOR MANUFAC, and ELI LILLY & CO.

Report Period
June 30, 2026
No. of Stocks
45
Portfolio Value
$363.30M
Holdings by Sector
Raub Brock Capital Management Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIEFOther19.29%741,129-21,293-2.79%$70,088,570
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology4.92%37,417-16,255-30.29%$17,869,225
ELI LILLY & COLLYHealthcare4.52%13,706-4,866-26.20%$16,439,368
ABBVIE INCABBVHealthcare4.42%63,763-15,698-19.76%$16,045,220
PARKER-HANNIFIN CORPPHIndustrials4.20%15,606-4,203-21.22%$15,264,481
CARRIER GLOBAL CORPORATIONCARRIndustrials3.68%182,190-40,948-18.35%$13,363,632
SHERWIN WILLIAMS COSHWBasic Materials3.68%38,792-7,862-16.85%$13,356,811
MASTERCARD INCORPORATEDMAFinancial Services3.67%25,981-5,279-16.89%$13,343,702
EATON CORP PLCETNOther3.61%30,789-6,865-18.23%$13,119,742
AMPHENOL CORPAPHTechnology3.48%71,783+71,783+100.00%$12,656,779
TJX COS INC NEWTJXConsumer Cyclical3.40%81,621-25,132-23.54%$12,365,563
BROADCOM INCAVGOTechnology3.34%32,148-7,410-18.73%$12,143,934
AMETEK INCAMEIndustrials3.33%50,066-11,184-18.26%$12,112,879
TEXAS INSTRS INCTXNTechnology3.31%40,351+40,351+100.00%$12,027,485
CASEYS GEN STORES INCCASYConsumer Cyclical3.20%14,630+14,630+100.00%$11,627,955
MOTOROLA SOLUTIONS INCMSITechnology3.00%26,218-5,585-17.56%$10,888,192
MICROSOFT CORPMSFTTechnology2.87%27,958-6,000-17.67%$10,428,965
MCKESSON CORPMCKHealthcare2.82%13,558-3,260-19.38%$10,244,657
MOODYS CORPMCOFinancial Services2.78%22,312-5,117-18.66%$10,105,527
INVESCO EXCH TRADED FD TR IIQQQMOther2.60%31,145-1,267-3.91%$9,435,875
NASDAQ INCNDAQFinancial Services2.53%116,399-25,714-18.09%$9,174,548
ORACLE CORPORCLTechnology2.45%60,789-12,245-16.77%$8,908,631
ISHARES TRIWDOther2.36%35,357-685-1.90%$8,571,598
ISHARES GOLD TRUST MICROIAUMOther2.16%195,990-6,930-3.42%$7,841,560
SPDR SERIES TRUSTBILOther1.43%56,651-31,187-35.51%$5,191,485
ALPHABET INCGOOGLCommunication Services0.43%4,332--$1,548,033
ISHARES TRQUALOther0.35%5,783+137+2.43%$1,268,888
VANGUARD SPECIALIZED FUNDSVIGOther0.30%4,534+58+1.30%$1,072,774
WISDOMTREE TRDGRWOther0.28%10,726+14+0.13%$1,025,573
VANGUARD CALIF TAX FREE FDSVTECOther0.28%10,105+10,105+100.00%$1,016,563
Showing 30 of 45 holdings in the latest reporting period.