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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 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 41,264 $2.1M 0.31% SOLD
2 HON HONEYWELL INTL INC Industrials 9,882 $1.9M 0.29% SOLD
3 TDOC TELADOC HEALTH INC Healthcare 232,365 $1.6M 0.24% SOLD
4 LZ LEGALZOOM COM INC Industrials 159,579 $1.6M 0.24% SOLD
5 TE T1 ENERGY INC Industrials 179,481 $1.2M 0.18% SOLD
6 CRMD CORMEDIX INC Healthcare 92,004 $1.1M 0.16% SOLD
7 ODC OIL DRI CORP AMER Basic Materials 21,404 $1.0M 0.16% SOLD
8 SWIM LATHAM GROUP INC Industrials 163,366 $1.0M 0.16% SOLD
9 HCI HCI GROUP INC Financial Services 4,849 $930K 0.14% SOLD
10 BITFARMS LTD 327,671 $770K 0.12% SOLD
11 MYE MYERS INDS INC Consumer Cyclical 40,917 $766K 0.12% SOLD
12 CRAI CRA INTL INC Industrials 3,587 $720K 0.11% SOLD
13 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 6,753 $694K 0.10% SOLD
14 EXTR EXTREME NETWORKS Technology 40,803 $679K 0.10% SOLD
15 VPG VISHAY PRECISION GROUP INC Technology 17,131 $660K 0.10% SOLD
16 CCLD CARECLOUD INC Healthcare 216,388 $632K 0.10% SOLD
17 DGII DIGI INTL INC Technology 14,117 $611K 0.09% SOLD
18 CRY ARTIVION INC 13,223 $603K 0.09% SOLD
19 THRM GENTHERM INC Consumer Cyclical 15,814 $575K 0.09% SOLD
20 PRCH PORCH GROUP INC Technology 60,603 $553K 0.08% SOLD
Page 1 of 4  ·  71 positions
Sector Allocation
Financial Services 30.1%
Technology 24.1%
Healthcare 10.2%
Industrials 9.7%
Consumer Cyclical 7.1%
Communication Services 6.9%
Energy 6.1%
Basic Materials 2.6%
Consumer Defensive 2.0%
Utilities 0.7%