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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ESPR ESPERION THERAPEUTICS INC NE Healthcare 101,553 $376K 0.06% SOLD
42 RIGL RIGEL PHARMACEUTICALS INC Healthcare 8,745 $375K 0.06% SOLD
43 HLI HOULIHAN LOKEY INC Financial Services 2,073 $361K 0.05% SOLD
44 REGN REGENERON PHARMACEUTICALS Healthcare 465 $359K 0.05% SOLD
45 GPOR GULFPORT ENERGY CORP Energy 1,656 $344K 0.05% SOLD
46 USPH U S PHYSICAL THERAPY Healthcare 3,987 $311K 0.05% SOLD
47 OSIS OSI SYSTEMS INC Technology 1,213 $309K 0.05% SOLD
48 WGS GENEDX HOLDINGS CORP Healthcare 2,343 $305K 0.05% SOLD
49 DAKT DAKTRONICS INC Technology 15,380 $304K 0.05% SOLD
50 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 124,564 $303K 0.05% SOLD
51 HL HECLA MNG CO Basic Materials 15,715 $302K 0.04% SOLD
52 ISRG INTUITIVE SURGICAL INC Healthcare 499 $283K 0.04% SOLD
53 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 155,102 $279K 0.04% SOLD
54 HDV ISHARES TR 2,227 $271K 0.04% SOLD
55 AKBA AKEBIA THERAPEUTICS INC Healthcare 166,089 $267K 0.04% SOLD
56 CALF PACER FDS TR 5,740 $255K 0.04% SOLD
57 CARS CARS COM INC Consumer Cyclical 20,711 $253K 0.04% SOLD
58 SHOO MADDEN STEVEN LTD Consumer Cyclical 5,892 $245K 0.04% SOLD
59 SILJ AMPLIFY ETF TR 8,865 $245K 0.04% SOLD
60 PIPER SANDLER COMPANIES 711 $242K 0.04% SOLD
Page 3 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%