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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYR Ishares US Real Estate ETF 3,310.0 $313K 0.09% -130.0 -3.8% $94.56 +5.5%
42 SCHA Schwab US Small-Cap ETF 9,836.0 $286K 0.08% -120.0 -1.2% $29.08 +12.0%
43 VEA Vanguard MSCI Eafe 4,404.0 $282K 0.08% -150.0 -3.3% $64.08 +7.8%
44 VDC Vanguard Consumer 1,205.0 $271K 0.07% -60.0 -4.7% $224.59 +3.0%
45 RELX Relx Plc Communication Services 7,560.0 $251K 0.07% -250.0 -3.2% $33.15 -5.1%
46 NVO Novo Nordisk A/S Healthcare 6,700.0 $246K 0.07% -150.0 -2.2% $36.75 +24.6%
47 ABBV AbbVie Healthcare 1,106.0 $241K 0.07% -20.0 -1.8% $217.49 -3.3%
48 IEFA iShares Core MSCI EAFE 2,558.0 $232K 0.06% -30.0 -1.2% $90.53 +5.2%
49 TFC Truist Finl Corp Com Financial Services 4,700.0 $216K 0.06% -775.0 -14.2% $45.97 +2.5%
50 PAAS Pan American Silver Basic Materials 3,924.0 $214K 0.06% -513.0 -11.6% $54.63 +11.8%
51 SCHM Schwab US Mid-Cap ETF 6,923.0 $214K 0.06% -80.0 -1.1% $30.96 +9.7%
52 SCHF Schwab International Equity ETF 8,325.0 $206K 0.06% -139.0 -1.6% $24.75 +7.9%
53 SABA Saba Capital Income & Opp Fund Financial Services 10,216.0 $85K 0.02% -2K -15.5% $8.32 +0.4%
Page 3 of 3  ·  53 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%