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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Raub Brock Capital Management LP
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| CRD # | 153994 |
| SEC # | 801-71732 |
| CIK # | 0001554656 |
| AUM | $3.2 B (2025-03-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 415-927-6990 |
| Address | 700 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 24.1 | ||
| Oracle Corp | 23.9 | ||
| Intuit Inc | 21.9 | ||
| Parker Hannifin Corp | 20.9 | ||
| Mastercard Inc | 20.1 | ||
| Automatic Data Processing Inc | 18.3 | ||
| Sherwin Williams Co | 18.0 | ||
| Carrier Global Corp | 18.0 | ||
| AbbVie Inc | 17.5 | ||
| Lilly Eli & Co | 17.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 0.0 |
| (b) Individuals (high net worth individuals) | 86 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 25 | 2.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,179 | 3.2 |
| By Discretionary | ||
| Discretionary | 639 | 0.5 |
| Non-Discretionary | 6,540 | 2.7 |
| Total | 7,179 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 7,179 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001554656] |
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|---|---|---|
|
Cambiar Investors LLC
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|
CO | 3.3 |
|
Two West Capital Advisors LLC
✚
|
KS | 3.2 |
|
Carret Asset Management LLC
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NY | 3.2 |
|
Aristotle Atlantic Partners LLC
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FL | 3.2 |
|
Ancora Family Wealth Advisors LLC
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OH | 3.2 |
|
The Welch Group LLC
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AL | 3.2 |
|
Diversify Advisory Services LLC
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UT | 3.2 |
|
Sound Shore Management Inc
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|
CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
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|
NM | 3.2 |
|
Pallas Capital Advisors LLC
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|
MA | 3.2 |