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Portfolio (Quarterly) Guide ↗

Round Rock Advisors LLC

· CIK 0001846991
13F Portfolio $631M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 327 New
Page 10 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BKNG BOOKING HOLDINGS INC Consumer Cyclical 88.0 $475K 0.07% NEW $5399.27 -97.1%
182 VTOL BRISTOW GROUP INC Energy 11,453.0 $475K 0.07% NEW $41.47 +2.8%
183 ARLO ARLO TECHNOLOGIES INC Industrials 25,005.0 $469K 0.07% NEW $18.77 -34.4%
184 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 47,168.0 $468K 0.07% NEW $9.92 -3.2%
185 ANIP ANI PHARMACEUTICALS INC Healthcare 4,930.0 $468K 0.07% NEW $94.90 -17.8%
186 IIIN INSTEEL INDS INC Industrials 15,062.0 $464K 0.07% NEW $30.79 -13.1%
187 CRAI CRA INTL INC Industrials 2,370.0 $446K 0.07% NEW $188.12 -26.1%
188 EXTR EXTREME NETWORKS Technology 20,920.0 $442K 0.07% NEW $21.14 +16.9%
189 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 8,154.0 $436K 0.07% NEW $53.47 +32.0%
190 YUM YUM BRANDS INC Consumer Cyclical 2,842.0 $432K 0.07% NEW $152.00 -0.9%
191 RBC RBC BEARINGS INC Industrials 1,105.0 $431K 0.07% NEW $390.29 +56.8%
192 THO THOR INDS INC Consumer Cyclical 4,157.0 $431K 0.07% NEW $103.69 -25.5%
193 FNDF SCHWAB STRATEGIC TR 9,979.0 $429K 0.07% NEW $42.96 +22.4%
194 SCSC SCANSOURCE INC Technology 9,736.0 $428K 0.07% NEW $43.98 -2.4%
195 AKBA AKEBIA THERAPEUTICS INC Healthcare 143,248.0 $427K 0.07% NEW $2.98 -64.4%
196 HLI HOULIHAN LOKEY INC Financial Services 2,073.0 $426K 0.07% NEW $205.32 -26.5%
197 OMCL OMNICELL COM Healthcare 13,749.0 $425K 0.07% NEW $30.89 +41.8%
198 MEM MATTHEWS ASIA FDS 11,634.0 $422K 0.07% NEW $36.24 +18.8%
199 PRVA PRIVIA HEALTH GROUP INC Healthcare 16,747.0 $417K 0.07% NEW $24.91 -6.7%
200 MYE MYERS INDS INC Consumer Cyclical 24,455.0 $416K 0.07% NEW $17.03 +37.5%
Page 10 of 17  ·  327 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 30.5%
Technology 24.2%
Industrials 9.9%
Healthcare 8.8%
Consumer Cyclical 8.3%
Communication Services 6.7%
Energy 4.9%
Basic Materials 3.6%
Consumer Defensive 2.4%
Utilities 0.6%