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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 14 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMCSA COMCAST CORP NEW Communication Services 14,120.0 $347K 0.04% -5K -27.8% $24.55 +6.7%
262 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 6,789.0 $346K 0.04% -7K -49.6% $50.99 -2.2%
263 HWKN HAWKINS INC Basic Materials 2,366.0 $336K 0.04% NEW $142.10 -12.2%
264 MIAMI INTL HLDGS INC 8,983.0 $334K 0.04% +2K +28.6% $37.16
265 PLTR PALANTIR TECHNOLOGIES INC Technology 2,839.0 $331K 0.04% +62.0 +2.2% $116.67 +47.0%
266 PNR PENTAIR PLC Industrials 4,300.0 $330K 0.04% $76.66 -17.1%
267 SMDV PROSHARES TR 4,207.0 $324K 0.04% -37.0 -0.9% $77.03 +0.8%
268 THO THOR INDS INC Consumer Cyclical 4,225.0 $318K 0.04% +68.0 +1.6% $75.16 +3.5%
269 INSTALLED BLDG PRODS INC 1,371.0 $315K 0.04% +25.0 +1.9% $229.84
270 OPLN OPENLANE INC Consumer Cyclical 7,640.0 $315K 0.04% NEW $41.24 -18.8%
271 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 7,637.0 $313K 0.04% NEW $41.03 -3.9%
272 ESGV VANGUARD WORLD FD 2,345.0 $310K 0.04% -100.0 -4.1% $132.24 +2.5%
273 ATRO ASTRONICS CORP Industrials 3,805.0 $309K 0.04% NEW $81.26 +6.0%
274 VUG VANGUARD INDEX FDS 3,582.0 $309K 0.04% +3K +519.7% $86.14 +2.0%
275 CTVA CORTEVA INC Basic Materials 3,633.0 $308K 0.04% $84.69 -8.0%
276 NATL NCR ATLEOS CORPORATION Technology 6,979.0 $303K 0.04% +51.0 +0.7% $43.41 +6.0%
277 GLD SPDR GOLD TR Financial Services 821.0 $302K 0.04% -76.0 -8.5% $368.38 +8.2%
278 ESGD ISHARES TR 2,895.0 $298K 0.04% -22.0 -0.8% $102.81 +3.4%
279 GEV GE VERNOVA INC Utilities 253.0 $297K 0.04% NEW $1174.86 -14.5%
280 CARR CARRIER GLOBAL CORPORATION Industrials 4,033.0 $296K 0.04% $73.35 -16.3%
Page 14 of 16  ·  318 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%