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Portfolio (Quarterly) Guide ↗

Rockbridge Investment Management, LCC

· CIK 0001821984
13F Portfolio $1.1B AUM 137 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 35 Added 53 Reduced 4 Exited
Page 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGD ISHARES TR 3,026.0 $289K 0.03% $95.62 +8.8%
122 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 281.0 $280K 0.03% -2.0 -0.7% $997.95 +0.3%
123 DUK DUKE ENERGY CORP NEW Utilities 2,019.0 $264K 0.02% +92.0 +4.8% $130.91 -4.3%
124 XLF SELECT SECTOR SPDR TR 5,292.0 $261K 0.02% $49.37 +5.2%
125 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 773.0 $261K 0.02% NEW $337.95 +21.9%
126 CSCO CISCO SYS INC Technology 3,348.0 $260K 0.02% -25.0 -0.7% $77.59 +52.2%
127 IWP ISHARES TR 2,013.0 $258K 0.02% -127.0 -5.9% $128.12 +9.9%
128 XLV SELECT SECTOR SPDR TR 1,754.0 $257K 0.02% $146.61 +1.4%
129 PEP PEPSICO INC Consumer Defensive 1,650.0 $256K 0.02% +19.0 +1.2% $155.32 -5.0%
130 QUAL ISHARES TR 1,332.0 $255K 0.02% -28.0 -2.1% $191.81 +12.2%
131 SO SOUTHERN CO Utilities 2,606.0 $252K 0.02% $96.53 -2.7%
132 DFSV DIMENSIONAL ETF TRUST 6,747.0 $236K 0.02% $35.04 +8.0%
133 MRK MERCK & CO INC Healthcare 1,941.0 $234K 0.02% $120.31 +0.6%
134 DEM WISDOMTREE TR 4,505.0 $224K 0.02% -60.0 -1.3% $49.69 +11.2%
135 GLW CORNING INC Technology 1,598.0 $217K 0.02% NEW $136.01 +45.2%
136 PVAL PUTNAM ETF TRUST 4,405.0 $204K 0.02% $46.40 +8.9%
137 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 516.0 $202K 0.02% NEW $391.76 +115.3%
Page 7 of 7  ·  137 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
Financial Services 35.0%
Technology 25.6%
Industrials 10.7%
Communication Services 7.6%
Consumer Cyclical 7.6%
Utilities 5.0%
Healthcare 3.4%
Consumer Defensive 2.6%
Energy 2.5%