Rose Capital Advisors LLC has disclosed its investment holdings totaling over $410 million in its latest filing. As of September 30, 2026, the firm reported a diverse portfolio that includes significant stakes in major companies across various sectors.

This filing is particularly important as it provides insights into the firm's investment strategies and market positioning. The total value of the reported holdings stands at $410,825,371, with a total of 275 entries listed in the filing.

Background

Rose Capital Advisors LLC is a Miami Beach-based investment firm, incorporated in Florida. The firm specializes in managing investments and has a focus on various asset classes. The recent filing, dated November 4, 2026, is part of the firm's regular reporting requirements under the SEC's regulations.

What the Filing Says

The filing details the firm's holdings as of September 30, 2026, indicating a diverse investment strategy. Notable entries include investments in companies such as Alphabet Inc., Amazon.com Inc., and American Express Co. The firm has reported that it exercises sole investment discretion over these holdings.

Impact

This disclosure may influence competitors within the financial services industry as they assess their own strategies in light of Rose Capital's significant holdings. Investors and analysts will likely scrutinize the firm's portfolio for insights into market trends and investment opportunities.

What's Next

The filing does not specify any immediate actions or upcoming events related to these holdings.

Source: SEC Filing Accession Number 0001172661-26-004853