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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 15 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DORM DORMAN PRODS INC Consumer Cyclical 1,555.0 $242K 0.04% NEW $155.92 -22.7%
282 CARR CARRIER GLOBAL CORPORATION Industrials 4,013.0 $240K 0.04% NEW $59.70 +8.3%
283 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 7,230.0 $239K 0.04% NEW $33.00 +38.9%
284 BBSI BARRETT BUSINESS SVCS INC Industrials 5,720.0 $238K 0.04% NEW $41.68 -27.9%
285 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 6,682.0 $237K 0.04% NEW $35.54 -2.0%
286 SCHB SCHWAB STRATEGIC TR 9,121.0 $234K 0.04% NEW $25.71 +10.5%
287 XBI SPDR SERIES TRUST 2,325.0 $233K 0.04% NEW $100.20 +30.4%
288 AIOT POWERFLEET INC Technology 43,952.0 $233K 0.04% NEW $5.29 -38.9%
289 SPMD SPDR SERIES TRUST 4,025.0 $230K 0.04% NEW $57.19 +10.7%
290 GLD SPDR GOLD TR Financial Services 646.0 $230K 0.04% NEW $355.47 +20.2%
291 USPH U S PHYSICAL THERAPY Healthcare 2,510.0 $229K 0.04% NEW $91.34 -28.7%
292 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 819.0 $229K 0.04% NEW $279.29 +49.6%
293 ENPH ENPHASE ENERGY INC Energy 6,417.0 $227K 0.04% NEW $35.39 +35.7%
294 LNN LINDSAY CORP Industrials 1,930.0 $226K 0.04% NEW $117.21 -9.2%
295 CCLD CARECLOUD INC Healthcare 70,677.0 $226K 0.04% NEW $3.20 -34.1%
296 FLYW FLYWIRE CORPORATION Technology 16,929.0 $225K 0.04% NEW $13.31 +22.8%
297 NVS NOVARTIS AG Healthcare 1,750.0 $224K 0.04% NEW $128.24 +16.8%
298 T AT&T INC Communication Services 7,926.0 $224K 0.04% NEW $28.24 -12.7%
299 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 5,212.0 $223K 0.04% NEW $42.84 -7.2%
300 QCOM QUALCOMM INC Technology 1,334.0 $222K 0.04% NEW $166.36 +20.3%
Page 15 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%