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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 5,783.0 $847K 0.11% -732.0 -11.2% $146.55 -2.6%
62 VCIT VANGUARD SCOTTSDALE FDS 10,147.0 $839K 0.11% -85.0 -0.8% $82.65 -1.9%
63 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 9,805.0 $826K 0.11% -1K -9.2% $84.21 -12.9%
64 IWM ISHARES TR 2,675.0 $804K 0.10% -59.0 -2.2% $300.49 -0.1%
65 DGRO ISHARES TR 10,383.0 $787K 0.10% -415.0 -3.8% $75.79 +5.1%
66 MMM 3M CO Industrials 4,858.0 $787K 0.10% -2K -29.1% $161.91 +11.8%
67 SHYG ISHARES TR 18,484.0 $784K 0.10% -365.0 -1.9% $42.41 -0.5%
68 AXP AMERICAN EXPRESS CO Financial Services 2,316.0 $783K 0.10% -72.0 -3.0% $338.22 +0.1%
69 USLM UNITED STS LIME & MINERALS I Basic Materials 7,335.0 $768K 0.10% -4K -32.6% $104.67 +12.6%
70 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,085.0 $763K 0.10% -59.0 -5.2% $703.63 +0.1%
71 PANW PALO ALTO NETWORKS INC Technology 2,181.0 $744K 0.10% -922.0 -29.7% $341.02 +9.7%
72 VSGX VANGUARD WORLD FD 8,961.0 $738K 0.10% -200.0 -2.2% $82.34 -0.2%
73 ESML ISHARES TR 13,183.0 $737K 0.10% -435.0 -3.2% $55.93 -0.4%
74 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,503.0 $690K 0.09% -1K -43.6% $459.13 +12.4%
75 VB VANGUARD INDEX FDS 2,223.0 $674K 0.09% -174.0 -7.3% $303.10 +0.2%
76 NFLX NETFLIX INC. Communication Services 8,785.0 $627K 0.08% -1K -11.1% $71.40 +8.9%
77 ITA ISHARES TR 2,584.0 $626K 0.08% -616.0 -19.2% $242.42 +4.0%
78 MRVL MARVELL TECHNOLOGY INC Technology 2,040.0 $608K 0.08% -2K -53.9% $297.89 -27.5%
79 CGXU CAPITAL GROUP INTL FOCUS EQT 17,373.0 $601K 0.08% -170.0 -1.0% $34.62 -0.1%
80 MCD MCDONALDS CORP Consumer Cyclical 2,082.0 $563K 0.07% -11.0 -0.5% $270.31 -1.2%
Page 4 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%