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Portfolio (Quarterly) Guide ↗

Rockline Wealth Management, LLC

· CIK 0002005098
13F Portfolio $491M AUM 105 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 55 Added 10 Reduced 6 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 17,853.0 $2.9M 0.59% +1K +7.6% $162.01 +94.8%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 69,093.0 $2.8M 0.57% +425.0 +0.6% $40.73 +17.4%
43 TXN TEXAS INSTRS INC Technology 15,554.0 $2.7M 0.55% +1K +7.6% $173.49 +75.7%
44 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 29,112.0 $2.3M 0.48% +616.0 +2.2% $80.30 -2.3%
45 MCO MOODYS CORP Financial Services 4,327.0 $2.2M 0.45% +332.0 +8.3% $510.90 -12.8%
46 VST VISTRA CORP Utilities 13,294.0 $2.1M 0.44% +1K +9.8% $161.33 -10.7%
47 KMB KIMBERLY-CLARK CORP Consumer Defensive 18,533.0 $1.9M 0.38% +464.0 +2.6% $100.89 -2.1%
48 NOW SERVICENOW INC Technology 11,254.0 $1.7M 0.35% +9K +458.8% $153.19 -34.9%
49 INTU INTUIT Technology 2,120.0 $1.4M 0.29% +339.0 +19.0% $662.38 -53.6%
50 CRWV COREWEAVE INC Technology 9,524.0 $682K 0.14% +2K +27.1% $71.61 +50.2%
51 CAT CATERPILLAR INC Industrials 1,149.0 $658K 0.13% +100.0 +9.5% $572.87 +51.2%
52 VUG VANGUARD INDEX FDS 692.0 $338K 0.07% +10.0 +1.5% $487.86 -82.1%
53 OKLO OKLO INC Utilities 4,313.0 $310K 0.06% +2K +86.5% $71.76 -9.3%
54 T AT&T INC Communication Services 10,445.0 $259K 0.05% +378.0 +3.8% $24.84 +0.4%
55 VOO VANGUARD INDEX FDS 377.0 $236K 0.05% +6.0 +1.6% $627.13 +8.9%
Page 3 of 3  ·  55 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
Technology 46.0%
Communication Services 10.7%
Financial Services 10.3%
Consumer Cyclical 8.7%
Industrials 8.6%
Consumer Defensive 5.5%
Healthcare 4.3%
Utilities 3.6%
Energy 1.4%
Basic Materials 1.0%