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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BK BANK OF NY MELLON CORP Financial Services 8,442.0 $1.2M 0.16% -971.0 -10.3% $144.61 -0.6%
42 RTX RTX CORPORATION Industrials 6,395.0 $1.2M 0.16% -50.0 -0.8% $189.73 +16.1%
43 LBRT LIBERTY ENERGY INC Energy 45,279.0 $1.2M 0.15% -59K -56.5% $26.19 -23.1%
44 JEPQ J P MORGAN EXCHANGE TRADED F 17,915.0 $1.1M 0.14% -1K -7.5% $61.46 -2.6%
45 VTV VANGUARD INDEX FDS 4,939.0 $1.1M 0.14% -686.0 -12.2% $217.92 +4.1%
46 REX REX AMERICAN RES CORP Basic Materials 23,197.0 $1.0M 0.14% -10K -30.3% $45.15 -2.8%
47 EFAV ISHARES TR 11,729.0 $1.0M 0.13% -1K -9.4% $87.71 +7.2%
48 AEM AGNICO EAGLE MINES LTD Basic Materials 6,614.0 $1.0M 0.13% -2K -24.8% $155.13 +33.9%
49 META META PLATFORMS INC Communication Services 1,783.0 $1.0M 0.13% -312.0 -14.9% $563.29 -3.1%
50 SNOW SNOWFLAKE INC Technology 3,880.0 $987K 0.13% -430.0 -10.0% $254.50 +27.7%
51 BKSY BLACKSKY TECHNOLOGY INC Technology 35,038.0 $978K 0.13% -1K -3.5% $27.92 -0.1%
52 VTIP VANGUARD MALVERN FDS 18,946.0 $952K 0.12% -1K -6.3% $50.23 -0.9%
53 VIGI VANGUARD WHITEHALL FDS 10,109.0 $944K 0.12% -152.0 -1.5% $93.38 +5.1%
54 SCHD SCHWAB STRATEGIC TR 29,763.0 $944K 0.12% -1K -3.7% $31.71 +10.7%
55 WMT WALMART INC Consumer Defensive 8,229.0 $932K 0.12% -3K -29.2% $113.26 +0.9%
56 SPLV INVESCO EXCH TRADED FD TR II 12,103.0 $907K 0.12% -455.0 -3.6% $74.90 +1.4%
57 DE DEERE & CO Industrials 1,419.0 $900K 0.12% -209.0 -12.8% $634.33 -8.5%
58 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,400.0 $889K 0.12% -30.0 -1.2% $370.51 -2.9%
59 IWP ISHARES TR 5,905.0 $865K 0.11% -244.0 -4.0% $146.41 -1.8%
60 IVOG VANGUARD ADMIRAL FDS INC 5,820.0 $851K 0.11% -81.0 -1.4% $146.30 -1.1%
Page 3 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%