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Portfolio (Quarterly) Guide ↗

Round Rock Advisors LLC

· CIK 0001846991
13F Portfolio $664.8B AUM 326 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 125 Added 56 Reduced 45 Exited
Page 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HROW HARROW INC Healthcare 17,412.0 $853K 0.13% +7K +67.7% $49.00 -37.0%
62 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 13,616.0 $853K 0.13% +5K +51.8% $62.66 +2.2%
63 PSMT PRICESMART INC Consumer Defensive 6,848.0 $840K 0.13% +2K +51.8% $122.67 +30.2%
64 MD PEDIATRIX MEDICAL GROUP INC Healthcare 37,891.0 $810K 0.12% +23K +150.8% $21.39 +9.8%
65 PFE PFIZER INC Healthcare 31,760.0 $791K 0.12% +2K +7.8% $24.90 +3.4%
66 KO COCA COLA CO Consumer Defensive 11,223.0 $785K 0.12% +208.0 +1.9% $69.91 +15.1%
67 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 27,042.0 $784K 0.12% +10K +62.8% $29.00 -20.6%
68 MYE MYERS INDS INC Consumer Cyclical 40,917.0 $766K 0.12% +16K +67.3% $18.72 +25.1%
69 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 96,816.0 $760K 0.11% +33K +51.8% $7.85 -18.7%
70 GDX VANECK ETF TRUST 8,857.0 $760K 0.11% +2K +32.3% $85.77 +1.8%
71 CPRX CATALYST PHARMACEUTICALS INC Healthcare 32,357.0 $755K 0.11% +7K +28.9% $23.34 +33.5%
72 DGRO ISHARES TR 10,798.0 $750K 0.11% +155.0 +1.5% $69.42 +5.7%
73 CRAI CRA INTL INC Industrials 3,587.0 $720K 0.11% +1K +51.4% $200.70 -30.8%
74 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 6,753.0 $694K 0.10% +3K +66.3% $102.79 -80.9%
75 ITA ISHARES TR 3,200.0 $687K 0.10% +700.0 +28.0% $214.69 +1.1%
76 EXTR EXTREME NETWORKS Technology 40,803.0 $679K 0.10% +20K +95.0% $16.65 +48.4%
77 KRNT KORNIT DIGITAL LTD Industrials 47,071.0 $677K 0.10% +19K +67.6% $14.38 +10.1%
78 VPG VISHAY PRECISION GROUP INC Technology 17,131.0 $660K 0.10% +6K +58.5% $38.50 +160.6%
79 ANIP ANI PHARMACEUTICALS INC Healthcare 8,076.0 $638K 0.10% +3K +63.8% $78.94 -1.2%
80 CCLD CARECLOUD INC Healthcare 216,388.0 $632K 0.10% +146K +206.2% $2.92 -27.7%
Page 4 of 7  ·  125 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 29.9%
Technology 23.5%
Healthcare 10.9%
Industrials 8.9%
Communication Services 7.3%
Consumer Cyclical 7.3%
Energy 5.9%
Basic Materials 3.4%
Consumer Defensive 2.0%
Utilities 0.6%