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Portfolio (Quarterly) Guide ↗

Rock Point Advisors, LLC

· CIK 0001301540
13F Portfolio $399M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG iShares Core US Aggregate Bond 8,046.0 $804K 0.20% NEW $99.88 -1.8%
62 VSGX Vanguard ESG International Stock ETF 10,700.0 $766K 0.19% NEW $71.62 +9.8%
63 PG Procter & Gamble Consumer Defensive 5,270.0 $755K 0.19% NEW $143.30 -1.1%
64 BSV Vanguard Short-Term Bond 9,565.0 $754K 0.19% NEW $78.81 -1.3%
65 MUB ishares National Muni Bond ETF 6,811.0 $730K 0.18% NEW $107.11 -1.0%
66 AMWL American Well Cl A Ord Healthcare 133,584.0 $656K 0.16% NEW $4.91 +51.9%
67 GSST Goldman Sachs Access Ultra Short Bd ETF 11,875.0 $599K 0.15% NEW $50.47 +0.0%
68 BND Vanguard Total Bond Market ETF 7,955.0 $589K 0.15% NEW $74.07 -1.8%
69 Berkshire Hathaway Cl B 1,152.0 $579K 0.14% NEW $502.65
70 FLRN SPDR Inv Grade Floating Rate 18,745.0 $576K 0.14% NEW $30.73 +0.2%
71 GBIL Goldman Sachs Access Treasury 0-1 Yr ETF 5,488.0 $548K 0.14% NEW $99.94 +0.1%
72 SBI Western Asset Intermediate Mun Financial Services 70,925.0 $545K 0.14% NEW $7.68 +0.3%
73 PEP Pepsico Consumer Defensive 3,635.0 $522K 0.13% NEW $143.52 +2.8%
74 CVX ChevronTexaco Energy 3,244.0 $494K 0.12% NEW $152.41 +27.7%
75 WIA West Claymore Inflation-Linked Securities Financial Services 58,968.0 $488K 0.12% NEW $8.27 -1.7%
76 GEV Ge Vernova Llc Com Utilities 715.0 $467K 0.12% NEW $653.57 +52.1%
77 RGLD Royal Gold Inc Basic Materials 2,000.0 $445K 0.11% NEW $222.29 +1.6%
78 IBM International Business Machines Technology 1,494.0 $443K 0.11% NEW $296.21 -25.2%
79 SGOV iShares 0-3 Month Treasury Bond ETF 4,209.0 $422K 0.11% NEW $100.38 +0.2%
80 NEM Newmont Mining Basic Materials 4,198.0 $419K 0.10% NEW $99.85 +9.9%
Page 4 of 7  ·  121 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 32.7%
Financial Services 20.4%
Industrials 10.7%
Real Estate 7.7%
Healthcare 7.6%
Utilities 6.7%
Communication Services 5.4%
Consumer Cyclical 5.1%
Basic Materials 1.9%
Consumer Defensive 1.5%