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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 8 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NBBK NB BANCORP INC Financial Services 33,970.0 $621K 0.10% NEW $18.27 +6.1%
142 ESML ISHARES TR 13,733.0 $619K 0.10% NEW $45.08 +13.0%
143 LMAT LEMAITRE VASCULAR INC Healthcare 6,933.0 $617K 0.10% NEW $89.01 +12.7%
144 OPY OPPENHEIMER HLDGS INC Financial Services 8,924.0 $614K 0.10% NEW $68.80 +38.2%
145 VB VANGUARD INDEX FDS 2,407.0 $612K 0.10% NEW $254.28 +10.6%
146 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 13,458.0 $607K 0.10% NEW $45.09 +12.7%
147 BLBD BLUE BIRD CORP Consumer Cyclical 10,838.0 $605K 0.10% NEW $55.79 +29.4%
148 SSRM SSR MINING IN Basic Materials 25,792.0 $600K 0.10% NEW $23.28 +34.1%
149 TILE INTERFACE INC Consumer Cyclical 20,646.0 $597K 0.10% NEW $28.94 +0.4%
150 TRNS TRANSCAT INC Industrials 7,601.0 $593K 0.09% NEW $78.08 -1.8%
151 THRM GENTHERM INC Consumer Cyclical 15,890.0 $590K 0.09% NEW $37.16 -17.6%
152 PRCH PORCH GROUP INC Technology 35,789.0 $584K 0.09% NEW $16.33 -38.2%
153 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 63,772.0 $582K 0.09% NEW $9.13 -33.6%
154 NWPX NWPX INFRASTRUCTURE INC Industrials 10,718.0 $582K 0.09% NEW $54.28 +105.3%
155 AVGO BROADCOM INC Technology 1,755.0 $579K 0.09% NEW $329.91 +27.2%
156 SHOP SHOPIFY INC Technology 3,880.0 $577K 0.09% NEW $148.61 -31.7%
157 DIS DISNEY WALT CO Communication Services 4,987.0 $571K 0.09% NEW $114.50 -9.1%
158 AEIS ADVANCED ENERGY INDS Industrials 3,264.0 $556K 0.09% NEW $170.33 +81.6%
159 PSMT PRICESMART INC Consumer Defensive 4,510.0 $555K 0.09% NEW $123.04 +31.0%
160 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 8,970.0 $554K 0.09% NEW $61.78 +2.1%
Page 8 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%