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Portfolio (Quarterly) Guide ↗

Round Rock Advisors LLC

· CIK 0001846991
13F Portfolio $776M AUM 318 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 63 New 82 Added 118 Reduced 71 Exited
Page 5 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IDR IDAHO STRATEGIC RESOURCES Basic Materials 43,988.0 $1.4M 0.19% $32.75 -12.6%
82 KEEL KEEL INFRASTRUCTURE CORP Technology 248,247.0 $1.4M 0.18% NEW $5.74 -30.4%
83 NBBK NB BANCORP INC Financial Services 66,530.0 $1.4M 0.18% +15K +28.2% $21.13 +7.8%
84 LRCX LAM RESEARCH CORP Technology 3,213.0 $1.4M 0.18% NEW $433.33 -33.5%
85 VCSH VANGUARD SCOTTSDALE FDS 17,437.0 $1.4M 0.18% -676.0 -3.7% $79.03 -1.7%
86 GS GOLDMAN SACHS GROUP INC Financial Services 1,349.0 $1.4M 0.18% -55.0 -3.9% $1011.37 -6.9%
87 LC HAPPEN INC Financial Services 65,554.0 $1.4M 0.17% -10K -13.2% $20.74 -7.4%
88 PEP PEPSICO INC Consumer Defensive 10,036.0 $1.4M 0.17% $135.40 -4.2%
89 PSMT PRICESMART INC Consumer Defensive 6,886.0 $1.3M 0.17% +38.0 +0.6% $195.34 -13.7%
90 VBK VANGUARD INDEX FDS 3,621.0 $1.3M 0.17% $365.74 -7.5%
91 BN BROOKFIELD CORP Financial Services 30,712.0 $1.3M 0.17% $42.59 -11.9%
92 CVS CVS HEALTH CORP Healthcare 12,599.0 $1.3M 0.17% -2K -16.4% $103.45 -14.1%
93 IJH ISHARES TR 16,676.0 $1.3M 0.17% -155.0 -0.9% $77.11 -5.4%
94 MRK MERCK & CO INC Healthcare 9,901.0 $1.3M 0.16% +322.0 +3.4% $128.50 +14.2%
95 EPD ENTERPRISE PRODS PARTNERS L 34,255.0 $1.3M 0.16% -4K -10.9% $36.76
96 SUSA ISHARES TR 8,139.0 $1.3M 0.16% -388.0 -4.5% $154.30 +0.8%
97 OCC OPTICAL CABLE CORP Technology 58,937.0 $1.2M 0.16% +28K +88.5% $20.97 -29.3%
98 KO COCA COLA CO Consumer Defensive 15,190.0 $1.2M 0.16% +4K +35.4% $81.27 +8.6%
99 BK BANK OF NY MELLON CORP Financial Services 8,442.0 $1.2M 0.16% -971.0 -10.3% $144.61 -1.9%
100 RTX RTX CORPORATION Industrials 6,395.0 $1.2M 0.16% -50.0 -0.8% $189.73 +2.3%
Page 5 of 16  ·  318 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 31.5%
Technology 25.2%
Healthcare 10.6%
Industrials 10.1%
Consumer Cyclical 7.4%
Energy 6.0%
Communication Services 3.1%
Basic Materials 2.7%
Consumer Defensive 2.1%
Utilities 0.8%