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Portfolio (Quarterly) Guide ↗

Rock Point Advisors, LLC

· CIK 0001301540
13F Portfolio $369.6B AUM 118 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 33 Added 53 Reduced 10 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VSGX Vanguard ESG International Stock ETF 11,150.0 $800K 0.22% +450.0 +4.2% $71.73 +9.5%
22 PG Procter & Gamble Consumer Defensive 5,326.0 $769K 0.21% +56.0 +1.1% $144.43 -1.2%
23 AMWL American Well Cl A Ord Healthcare 136,086.0 $716K 0.19% +3K +1.9% $5.26 +43.9%
24 CVX ChevronTexaco Energy 3,414.0 $706K 0.19% +170.0 +5.2% $206.90 -9.8%
25 Berkshire Hathaway Cl B 1,220.0 $585K 0.16% +68.0 +5.9% $479.20
26 SGOV iShares 0-3 Month Treasury Bond ETF 5,250.0 $528K 0.14% +1K +24.7% $100.66 -0.1%
27 WIA West Claymore Inflation-Linked Securities Financial Services 64,627.0 $522K 0.14% +6K +9.6% $8.08 +0.7%
28 GDXJ Market Vectors Junior Gold Miners ETF 3,387.0 $407K 0.11% +100.0 +3.0% $120.04 -3.1%
29 MMU Managed Municipal Portfolio Financial Services 38,317.0 $394K 0.11% +1K +3.6% $10.28 -1.6%
30 JPM J P Morgan Chase Financial Services 1,290.0 $379K 0.10% +343.0 +36.2% $294.16 +2.0%
31 IJH Ishares Core S&P Mid Cap 4,516.0 $305K 0.08% +452.0 +11.1% $67.53 +6.9%
32 GOOG Google Communication Services 1,001.0 $287K 0.08% +10.0 +1.0% $286.86 +38.5%
33 SPSM SPDR Portfolio S&P 600 Sm Cap ETF 5,731.0 $277K 0.07% +712.0 +14.2% $48.32 +7.9%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 18.9%
Industrials 11.5%
Real Estate 10.5%
Healthcare 7.3%
Utilities 7.1%
Consumer Cyclical 6.6%
Communication Services 5.4%
Basic Materials 1.8%
Energy 0.5%