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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 14 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OSIS OSI SYSTEMS INC Technology 1,213.0 $309K 0.05% +354.0 +41.2% $255.06 -15.4%
262 BELFB BEL FUSE INC Technology 1,819.0 $309K 0.05% NEW $169.63 +51.3%
263 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 10,709.0 $308K 0.05% NEW $28.78 +91.3%
264 WGS GENEDX HOLDINGS CORP Healthcare 2,343.0 $305K 0.05% NEW $130.06 -70.1%
265 DAKT DAKTRONICS INC Technology 15,380.0 $304K 0.05% -2K -12.7% $19.77 +0.2%
266 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 124,564.0 $303K 0.05% NEW $2.43 +13.2%
267 HL HECLA MNG CO Basic Materials 15,715.0 $302K 0.04% +3K +27.1% $19.19 +1.4%
268 ESGV VANGUARD WORLD FD 2,445.0 $296K 0.04% $120.96 +7.4%
269 SPXC SPX TECHNOLOGIES INC Industrials 1,475.0 $295K 0.04% $200.06 +1.7%
270 COST COSTCO WHSL CORP NEW Consumer Defensive 338.0 $291K 0.04% -41.0 -10.8% $861.61 +20.8%
271 KINIKSA PHARMACEUTICALS INTL 7,055.0 $291K 0.04% +2K +36.8% $41.25
272 KGS KODIAK GAS SVCS INC Energy 7,776.0 $291K 0.04% $37.40 +98.5%
273 WYFI WHITEFIBER INC Technology 18,405.0 $291K 0.04% NEW $15.80 +89.8%
274 STT STATE STR CORP Financial Services 2,217.0 $286K 0.04% +15.0 +0.7% $129.01 +19.2%
275 MUB ISHARES TR 2,665.0 $285K 0.04% $107.11 -0.9%
276 ISRG INTUITIVE SURGICAL INC Healthcare 499.0 $283K 0.04% NEW $566.36 -24.4%
277 VUG VANGUARD INDEX FDS 578.0 $282K 0.04% -7.0 -1.2% $487.86 -82.1%
278 PPA INVESCO EXCHANGE TRADED FD T 1,792.0 $281K 0.04% $156.59 +5.1%
279 SMDV PROSHARES TR 4,244.0 $280K 0.04% -31.0 -0.7% $66.08 +6.4%
280 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 155,102.0 $279K 0.04% NEW $1.80 +11.1%
Page 14 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%