Royal Fund Management, LLC has disclosed its latest 13F-HR report, indicating a total portfolio value of approximately $1.26 billion as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.
The report, filed on October 22, 2026, reveals the firm's investment in a diverse range of companies, including major players such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diversity in holdings suggests a strategic approach to capital allocation, likely aimed at balancing risk and return.
Background
Royal Fund Management, LLC is an investment management firm based in Lady Lake, Florida. The company operates under the Central Index Key (CIK) 0001810099. The firm is categorized as an "other" entity type and has been active in filing various reports with the SEC, including multiple 13F-HR submissions. The company’s recent filings include:
- October 22, 2026 - 13F-HR
- August 20, 2026 - N-PX
- July 20, 2026 - 13F-HR
- May 19, 2026 - 13F-HR
- January 15, 2026 - 13F-HR
What the Filing Says
The filing states, "total value of holdings is $1,256,030,192," indicating a substantial portfolio. Additionally, the report lists a total of 286 entries in the investment table, reflecting a broad investment strategy.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. The detailed disclosures allow investors to gauge Royal Fund Management's market positioning and investment philosophy, potentially influencing their decisions and strategies.
What's Next
The filing does not specify what happens next, leaving the market to speculate on Royal Fund Management's future investment moves.