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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 10 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PRLB PROTO LABS INC Industrials 11,219.0 $568K 0.09% +5K +69.7% $50.59 +43.7%
182 DIS DISNEY WALT CO Communication Services 4,983.0 $567K 0.09% $113.77 -8.6%
183 PRCH PORCH GROUP INC Technology 60,603.0 $553K 0.08% +25K +69.3% $9.13 +10.5%
184 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 20,477.0 $548K 0.08% +12K +138.7% $26.78 -36.1%
185 CERS CERUS CORP Healthcare 264,725.0 $545K 0.08% NEW $2.06 +17.7%
186 SNBR SLEEP NUMBER CORP Consumer Cyclical 64,187.0 $543K 0.08% +24K +59.9% $8.46 -81.0%
187 ARLO ARLO TECHNOLOGIES INC Industrials 38,355.0 $537K 0.08% +13K +53.4% $13.99 -8.1%
188 CGXU CAPITAL GROUP INTL FOCUS EQT 17,543.0 $518K 0.08% $29.55 +10.3%
189 VMD VIEMED HEALTHCARE INC Healthcare 69,292.0 $515K 0.08% +30K +75.0% $7.43 +28.8%
190 SCHX SCHWAB STRATEGIC TR 18,572.0 $500K 0.07% $26.91 +7.5%
191 TCBI TEXAS CAP BANCSHARES INC Financial Services 5,498.0 $498K 0.07% -2K -28.0% $90.54 +7.9%
192 VZ VERIZON COMMUNICATIONS INC Communication Services 12,212.0 $497K 0.07% +149.0 +1.2% $40.73 +14.8%
193 RBC RBC BEARINGS INC Industrials 1,105.0 $496K 0.07% $448.43 +23.8%
194 INVX INNOVEX INTERNATIONAL INC Energy 22,637.0 $495K 0.07% +8K +53.9% $21.87 +35.1%
195 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 10,690.0 $495K 0.07% +4K +60.0% $46.30 -25.9%
196 BXC BLUELINX HLDGS INC Industrials 8,056.0 $495K 0.07% +3K +67.5% $61.43 -15.1%
197 VBR VANGUARD INDEX FDS 2,334.0 $494K 0.07% $211.79 +7.9%
198 ALKS ALKERMES PLC Healthcare 17,656.0 $494K 0.07% +1K +6.4% $27.98 +33.8%
199 PLTR PALANTIR TECHNOLOGIES INC Technology 2,777.0 $494K 0.07% -60.0 -2.1% $177.77 -24.8%
200 WPC WP CAREY INC Real Estate 7,634.0 $491K 0.07% $64.36 +14.9%
Page 10 of 17  ·  326 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%