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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 11 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 55,771.0 $413K 0.07% NEW $7.41 +25.2%
202 MYFW FIRST WESTN FINL INC Financial Services 18,210.0 $413K 0.07% NEW $22.68 +26.8%
203 MGRC MCGRATH RENTCORP Industrials 3,514.0 $412K 0.07% NEW $117.30 -1.5%
204 BLZE BACKBLAZE INC Technology 39,061.0 $410K 0.07% NEW $10.50 -33.0%
205 UPLD UPLAND SOFTWARE INC Technology 188,846.0 $410K 0.07% NEW $2.17 -66.5%
206 IEFA ISHARES TR 4,673.0 $408K 0.07% NEW $87.31 +9.1%
207 STRL STERLING INFRASTRUCTURE INC Industrials 1,199.0 $407K 0.07% NEW $339.68 +161.7%
208 RH RH Consumer Cyclical 2,000.0 $406K 0.06% NEW $203.16 -37.1%
209 ACA ARCOSA INC Industrials 4,306.0 $404K 0.06% NEW $93.71 +32.5%
210 IWF ISHARES TR 854.0 $400K 0.06% NEW $468.29 -73.4%
211 VHT VANGUARD WORLD FD 1,516.0 $394K 0.06% NEW $259.60 +4.2%
212 SDY SPDR SERIES TRUST 2,808.0 $393K 0.06% NEW $140.07 +4.3%
213 EVTC EVERTEC INC Technology 11,564.0 $391K 0.06% NEW $33.78 -30.8%
214 UAL UNITED AIRLS HLDGS INC Industrials 4,003.0 $386K 0.06% NEW $96.50 -0.5%
215 UNP UNION PAC CORP Industrials 1,624.0 $384K 0.06% NEW $236.37 +13.9%
216 KRNT KORNIT DIGITAL LTD Industrials 28,087.0 $379K 0.06% NEW $13.50 +17.3%
217 AZZ AZZ INC Industrials 3,471.0 $379K 0.06% NEW $109.13 +29.4%
218 EMNT PIMCO ETF TR 3,803.0 $376K 0.06% NEW $98.88 -0.1%
219 CRY ARTIVION INC 8,560.0 $372K 0.06% NEW $43.40 -58.8%
220 BAC BANK AMERICA CORP Financial Services 7,200.0 $371K 0.06% NEW $51.59 -3.5%
Page 11 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%