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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 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 13,117.0 $2.6M 0.34% -1K -9.6% $200.62 +10.4%
22 BERKSHIRE HATHAWAY INC DEL 4,871.0 $2.4M 0.31% -73.0 -1.5% $500.39
23 CVX CHEVRON CORPORATION Energy 13,353.0 $2.2M 0.28% -1K -7.2% $165.76 +24.1%
24 NWPX NWPX INFRASTRUCTURE INC Industrials 14,625.0 $2.2M 0.28% -2K -10.8% $149.94 -24.1%
25 VIG VANGUARD SPECIALIZED FUNDS 9,107.0 $2.2M 0.28% -224.0 -2.4% $236.62 +3.3%
26 IBDS ISHARES TR 85,857.0 $2.1M 0.27% -851.0 -1.0% $24.22 -0.1%
27 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,303.0 $2.1M 0.26% -1K -17.5% $386.76 +3.0%
28 PLPC PREFORMED LINE PRODS CO Industrials 4,576.0 $1.9M 0.24% -3K -41.4% $410.56 +8.3%
29 JEPI J P MORGAN EXCHANGE TRADED F 33,020.0 $1.9M 0.24% -2K -6.8% $56.48 +2.4%
30 ANET ARISTA NETWORKS INC Technology 10,421.0 $1.8M 0.23% -91.0 -0.9% $169.87 +13.7%
31 DIA STATE STR SPDR DOW JONES IND Financial Services 3,199.0 $1.7M 0.21% -66.0 -2.0% $522.37 +2.0%
32 NXPI NXP SEMICONDUCTORS N V Technology 5,609.0 $1.6M 0.20% -1K -17.6% $280.98 -18.7%
33 MYRG MYR GROUP INC Industrials 2,926.0 $1.5M 0.19% -2K -41.4% $500.40 -35.3%
34 VCSH VANGUARD SCOTTSDALE FDS 17,437.0 $1.4M 0.18% -676.0 -3.7% $79.03 -0.5%
35 GS GOLDMAN SACHS GROUP INC Financial Services 1,349.0 $1.4M 0.18% -55.0 -3.9% $1011.37 +2.9%
36 LC HAPPEN INC Financial Services 65,554.0 $1.4M 0.17% -10K -13.2% $20.74 -7.4%
37 CVS CVS HEALTH CORP Healthcare 12,599.0 $1.3M 0.17% -2K -16.4% $103.45 -8.3%
38 IJH ISHARES TR 16,676.0 $1.3M 0.17% -155.0 -0.9% $77.11 +0.2%
39 EPD ENTERPRISE PRODS PARTNERS L Energy 34,255.0 $1.3M 0.16% -4K -10.9% $36.76 +5.1%
40 SUSA ISHARES TR 8,139.0 $1.3M 0.16% -388.0 -4.5% $154.30 +2.5%
Page 2 of 6  ·  118 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 30.1%
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%