RPOA Advisors, Inc.

CIK 0001963326 · Q1 2026

13F Equity AUM

$2.3B

-42.0% QoQ

Positions

0 QoQ

AUM Rank

#1,660

Top 13%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #6,721 · Top 82%

vs S&P -10.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

BKAG38.1%

BKLC32.4%

BKUI13.8%

BKMC8.6%

BKIE7.2%

BKHY0.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services100.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 6Median: 11.18%Avg: 16.67%

0–0.5%

1(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

5(100.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 5Unique: 1vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 4 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.1%

BANK OF AMERICA CORP /DE/

0.1%

JPMORGAN CHASE & CO

FMR LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased1Decreased5Exited0

Increased

BKUI13.8%

+5.7M(+896%)

Decreased

BKLC32.4%

-7,214,267(-55%)

BKAG38.1%

-5,324,576(-21%)

BKHY0.0%

-4,924,209(-100%)

BKIE7.2%

-2,498,810(-59%)

BKMC8.6%

-2,451,556(-58%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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