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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ITT ITT INC Industrials 20,417 $3.6M 0.58% SOLD
2 ISHARES TR 104,780 $2.6M 0.42% SOLD
3 ACADIAN ASSET MANAGEMENT INC 22,778 $1.1M 0.17% SOLD
4 CIFR CIPHER MINING INC Financial Services 74,951 $944K 0.15% SOLD
5 XYL XYLEM INC Industrials 4,542 $670K 0.11% SOLD
6 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,714 $635K 0.10% SOLD
7 SSRM SSR MINING IN Basic Materials 25,792 $600K 0.10% SOLD
8 TILE INTERFACE INC Consumer Cyclical 20,646 $597K 0.10% SOLD
9 ESE ESCO TECHNOLOGIES INC Technology 2,592 $547K 0.09% SOLD
10 IIIN INSTEEL INDS INC Industrials 15,062 $464K 0.07% SOLD
11 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 8,154 $436K 0.07% SOLD
12 SCSC SCANSOURCE INC Technology 9,736 $428K 0.07% SOLD
13 STRL STERLING INFRASTRUCTURE INC Industrials 1,199 $407K 0.07% SOLD
14 RH RH Consumer Cyclical 2,000 $406K 0.06% SOLD
15 EVTC EVERTEC INC Technology 11,564 $391K 0.06% SOLD
16 AZZ AZZ INC Industrials 3,471 $379K 0.06% SOLD
17 OFG OFG BANCORP Financial Services 7,666 $333K 0.05% SOLD
18 DD DUPONT DE NEMOURS INC Basic Materials 4,267 $332K 0.05% SOLD
19 BUSE FIRST BUSEY CORP Financial Services 14,113 $327K 0.05% SOLD
20 IMKTA INGLES MKTS INC Consumer Defensive 4,210 $306K 0.05% SOLD
Page 1 of 3  ·  45 positions
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%