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Portfolio (Quarterly) Guide ↗

Round Rock Advisors LLC

· CIK 0001846991
13F Portfolio $664.8B AUM 326 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 125 Added 56 Reduced 45 Exited
Page 13 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 22,837.0 $375K 0.06% NEW $16.42 +4.3%
242 EMNT PIMCO ETF TR 3,803.0 $375K 0.06% $98.58 +0.2%
243 RIGL RIGEL PHARMACEUTICALS INC Healthcare 8,745.0 $375K 0.06% NEW $42.83 -32.6%
244 UNP UNION PAC CORP Industrials 1,617.0 $374K 0.06% $231.32 +19.2%
245 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 8,666.0 $368K 0.06% +3K +66.3% $42.45 -2.9%
246 HLI HOULIHAN LOKEY INC Financial Services 2,073.0 $361K 0.05% $174.19 -12.3%
247 REGN REGENERON PHARMACEUTICALS Healthcare 465.0 $359K 0.05% +5.0 +1.1% $771.87 -18.7%
248 GLD SPDR GOLD TR Financial Services 897.0 $355K 0.05% +251.0 +38.9% $396.31 +5.4%
249 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 11,795.0 $355K 0.05% NEW $30.09 +20.3%
250 HALO HALOZYME THERAPEUTICS INC Healthcare 5,259.0 $354K 0.05% -2K -22.8% $67.30 +0.6%
251 INSTALLED BLDG PRODS INC 1,346.0 $349K 0.05% $259.39
252 GPOR GULFPORT ENERGY CORP Energy 1,656.0 $344K 0.05% NEW $207.99 -10.4%
253 SCHG SCHWAB STRATEGIC TR 10,463.0 $341K 0.05% +222.0 +2.2% $32.62 +4.5%
254 SCHA SCHWAB STRATEGIC TR 11,881.0 $338K 0.05% $28.48 +13.5%
255 VTEB VANGUARD MUN BD FDS 6,432.0 $323K 0.05% $50.29 -0.9%
256 CEG CONSTELLATION ENERGY CORP Utilities 906.0 $320K 0.05% +5.0 +0.6% $353.27 -25.9%
257 PLXS PLEXUS CORP Technology 2,163.0 $318K 0.05% $147.00 +76.7%
258 USPH U S PHYSICAL THERAPY Healthcare 3,987.0 $311K 0.05% +1K +58.8% $78.09 -16.6%
259 NEU NEWMARKET CORP Basic Materials 452.0 $311K 0.05% -160.0 -26.1% $687.26 +1.3%
260 MIAMI INTL HLDGS INC 6,988.0 $310K 0.05% NEW $44.38
Page 13 of 17  ·  326 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 29.9%
Technology 23.5%
Healthcare 10.9%
Industrials 8.9%
Communication Services 7.3%
Consumer Cyclical 7.3%
Energy 5.9%
Basic Materials 3.4%
Consumer Defensive 2.0%
Utilities 0.6%