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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 6 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 USLM UNITED STS LIME & MINERALS I Basic Materials 6,420.0 $868K 0.14% NEW $135.13 -20.4%
102 VCIT VANGUARD SCOTTSDALE FDS 10,245.0 $862K 0.14% NEW $84.11 -2.5%
103 GE GE AEROSPACE Industrials 2,854.0 $859K 0.14% NEW $300.81 -3.1%
104 SCHD SCHWAB STRATEGIC TR 31,278.0 $854K 0.14% NEW $27.30 +16.2%
105 LC LENDINGCLUB CORP Financial Services 47,505.0 $843K 0.13% NEW $17.74 -10.6%
106 ALNT ALLIENT INC Technology 14,918.0 $832K 0.13% NEW $55.80 +9.9%
107 SHYG ISHARES TR 19,058.0 $825K 0.13% NEW $43.30 -2.4%
108 PKE PARK AEROSPACE CORP Industrials 41,090.0 $812K 0.13% NEW $19.75 +74.1%
109 MRK MERCK & CO INC Healthcare 9,600.0 $806K 0.13% NEW $83.93 +35.1%
110 AXP AMERICAN EXPRESS CO Financial Services 2,382.0 $791K 0.12% NEW $332.20 -5.6%
111 LBRT LIBERTY ENERGY INC Energy 63,050.0 $778K 0.12% NEW $12.34 +170.3%
112 ARRY ARRAY TECHNOLOGIES INC Energy 86,659.0 $776K 0.12% NEW $8.95 +0.2%
113 PG PROCTER AND GAMBLE CO Consumer Defensive 5,031.0 $773K 0.12% NEW $153.64 -7.1%
114 IVOG VANGUARD ADMIRAL FDS INC 6,432.0 $768K 0.12% NEW $119.47 +15.0%
115 FEIM FREQUENCY ELECTRS INC Technology 19,248.0 $765K 0.12% NEW $39.76 +51.9%
116 ODC OIL DRI CORP AMER Basic Materials 12,440.0 $761K 0.12% NEW $61.14 +28.0%
117 PFE PFIZER INC Healthcare 29,468.0 $751K 0.12% NEW $25.48 +1.1%
118 VEA VANGUARD TAX-MANAGED FDS 12,421.0 $744K 0.12% NEW $59.92 +15.3%
119 DE DEERE & CO Industrials 1,623.0 $742K 0.12% NEW $457.26 +25.7%
120 GENI GENIUS SPORTS LIMITED Communication Services 60,325.0 $731K 0.12% NEW $12.12 -65.7%
Page 6 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%