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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 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ANET ARISTA NETWORKS INC Technology 10,491.0 $1.5M 0.24% NEW $145.71 -2.6%
62 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,249.0 $1.5M 0.24% NEW $463.72 +6.8%
63 VCSH VANGUARD SCOTTSDALE FDS 18,641.0 $1.5M 0.24% NEW $79.93 -1.4%
64 PEP PEPSICO INC Consumer Defensive 10,131.0 $1.4M 0.23% NEW $140.44 +5.9%
65 TDOC TELADOC HEALTH INC Healthcare 170,313.0 $1.4M 0.22% NEW $8.31 -20.5%
66 BN BROOKFIELD CORP Financial Services 20,475.0 $1.4M 0.22% NEW $68.58 -33.6%
67 WMT WALMART INC Consumer Defensive 11,702.0 $1.2M 0.19% NEW $103.06 +28.5%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 38,435.0 $1.2M 0.19% NEW $31.27 +25.5%
69 SUSA ISHARES TR 8,616.0 $1.2M 0.18% NEW $135.65 +10.3%
70 CVS CVS HEALTH CORP Healthcare 15,041.0 $1.1M 0.18% NEW $75.39 +28.9%
71 GS GOLDMAN SACHS GROUP INC Financial Services 1,412.0 $1.1M 0.18% NEW $796.35 +21.7%
72 EFAV ISHARES TR 13,184.0 $1.1M 0.18% NEW $84.83 +6.4%
73 PLUS EPLUS INC Technology 15,302.0 $1.1M 0.18% NEW $72.54 +17.7%
74 IWY ISHARES TR 4,047.0 $1.1M 0.17% NEW $273.65 +6.8%
75 PLPC PREFORMED LINE PRODS CO Industrials 4,703.0 $1.1M 0.17% NEW $233.91 +51.4%
76 IJH ISHARES TR 16,831.0 $1.1M 0.17% NEW $65.26 +10.7%
77 RTX RTX CORPORATION Industrials 6,526.0 $1.1M 0.17% NEW $167.33 +5.0%
78 JEPQ J P MORGAN EXCHANGE TRADED F 18,945.0 $1.1M 0.17% NEW $57.52 +3.9%
79 ACADIAN ASSET MANAGEMENT INC 22,778.0 $1.1M 0.17% NEW $47.51
80 VBK VANGUARD INDEX FDS 3,621.0 $1.1M 0.17% NEW $297.62 +13.4%
Page 4 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%