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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 15 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BAC BANK OF AMER CORP Financial Services 5,149.0 $293K 0.04% -2K -29.5% $56.98 +12.1%
282 MUB ISHARES TR 2,665.0 $287K 0.04% $107.62 -1.9%
283 ESE ESCO TECHNOLOGIES INC Technology 804.0 $281K 0.04% NEW $350.04 -12.0%
284 DIS DISNEY WALT CO Communication Services 2,923.0 $281K 0.04% -2K -41.3% $96.25 +7.5%
285 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 297.0 $278K 0.04% -41.0 -12.1% $936.52 +1.8%
286 TGTX TG THERAPEUTICS INC Healthcare 4,964.0 $273K 0.04% NEW $54.94 -10.3%
287 SPMD SPDR SERIES TRUST 4,025.0 $272K 0.04% -120.0 -2.9% $67.56 +1.8%
288 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,724.0 $272K 0.04% NEW $72.99 +12.5%
289 SGU STAR GROUP LP Energy 20,961.0 $269K 0.04% $12.84 -2.4%
290 VOE VANGUARD INDEX FDS 1,359.0 $269K 0.04% -134.0 -9.0% $197.60 +6.1%
291 VCR VANGUARD WORLD FD 670.0 $266K 0.03% $396.61 -0.8%
292 SCHB SCHWAB STRATEGIC TR 9,158.0 $265K 0.03% $28.96 +3.3%
293 WT WISDOMTREE INC Financial Services 15,062.0 $255K 0.03% NEW $16.94 +36.3%
294 MHO M/I HOMES INC Consumer Cyclical 1,578.0 $254K 0.03% -276.0 -14.9% $160.79 -6.0%
295 BA BOEING CO Industrials 1,170.0 $253K 0.03% -66.0 -5.3% $216.47 +4.4%
296 BBBY BED BATH & BEYOND INC Consumer Cyclical 43,053.0 $249K 0.03% NEW $5.79 -24.9%
297 IYH ISHARES TR 3,641.0 $244K 0.03% $67.02 +5.3%
298 UEC URANIUM ENERGY CORP Energy 22,355.0 $238K 0.03% $10.66 +4.8%
299 AIS TIDAL TRUST III 2,773.0 $237K 0.03% NEW $85.31 -12.5%
300 SAIA SAIA INC Industrials 561.0 $236K 0.03% NEW $421.16 -8.5%
Page 15 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%