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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SGU STAR GROUP L P Energy 20,961.0 $248K 0.04% +7K +49.7% $11.84 +7.9%
122 PCT PURECYCLE TECHNOLOGIES INC Industrials 28,202.0 $242K 0.04% +2K +7.5% $8.59 +51.2%
123 SPMD SPDR SERIES TRUST 4,145.0 $240K 0.04% +120.0 +3.0% $57.91 +9.3%
124 QCOM QUALCOMM INC Technology 1,347.0 $230K 0.04% +13.0 +1.0% $171.05 +16.6%
125 PRIM PRIMORIS SVCS CORP Industrials 1,724.0 $214K 0.03% +234.0 +15.7% $124.14 -12.0%
Page 7 of 7  ·  125 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%