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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 3 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HON HONEYWELL INTL INC Industrials 9,876.0 $2.1M 0.33% NEW $210.50 +3.4%
42 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,431.0 $2.1M 0.33% NEW $323.14 +22.8%
43 APH AMPHENOL CORP NEW Technology 16,657.0 $2.1M 0.33% NEW $123.75 +1.0%
44 VIG VANGUARD SPECIALIZED FUNDS 9,370.0 $2.0M 0.32% NEW $215.78 +6.3%
45 VGT VANGUARD WORLD FD 2,678.0 $2.0M 0.32% NEW $746.63 -84.8%
46 JEPI J P MORGAN EXCHANGE TRADED F 34,593.0 $2.0M 0.31% NEW $57.10 -2.1%
47 BERKSHIRE HATHAWAY INC DEL 3,844.0 $1.9M 0.31% NEW $502.74
48 IBDS ISHARES TR 77,203.0 $1.9M 0.30% NEW $24.34 -0.7%
49 ORCL ORACLE CORP Technology 6,485.0 $1.8M 0.29% NEW $281.24 -30.4%
50 JNJ JOHNSON & JOHNSON Healthcare 9,589.0 $1.8M 0.28% NEW $185.42 +24.5%
51 AEM AGNICO EAGLE MINES LTD Basic Materials 10,500.0 $1.8M 0.28% NEW $168.56 +7.0%
52 SWIM LATHAM GROUP INC Industrials 228,696.0 $1.8M 0.28% NEW $7.69 -36.1%
53 IVV ISHARES TR 2,598.0 $1.7M 0.28% NEW $667.92 +11.2%
54 C CITIGROUP INC Financial Services 17,085.0 $1.7M 0.28% NEW $101.50 +21.6%
55 NFLX NETFLIX INC Communication Services 1,357.0 $1.6M 0.26% NEW $1198.92 -92.7%
56 JPM JPMORGAN CHASE & CO. Financial Services 5,030.0 $1.6M 0.25% NEW $315.46 -4.9%
57 VV VANGUARD INDEX FDS 5,052.0 $1.6M 0.25% NEW $307.86 +10.4%
58 NXPI NXP SEMICONDUCTORS N V Technology 6,802.0 $1.5M 0.24% NEW $227.73 +29.2%
59 META META PLATFORMS INC Communication Services 2,094.0 $1.5M 0.24% NEW $734.38 -15.8%
60 VOO VANGUARD INDEX FDS 2,498.0 $1.5M 0.24% NEW $612.44 +10.9%
Page 3 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%