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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 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 10,503.0 $2.7M 0.34% +874.0 +9.1% $253.97 +3.3%
42 IBDR ISHARES TR 109,212.0 $2.6M 0.34% -697.0 -0.6% $24.23 -0.1%
43 COF CAPITAL ONE FINL CORP Financial Services 13,117.0 $2.6M 0.34% -1K -9.6% $200.62 +10.4%
44 PKE PARK AEROSPACE CORP Industrials 67,808.0 $2.6M 0.33% $38.16 -1.8%
45 C CITIGROUP INC Financial Services 17,988.0 $2.5M 0.32% +878.0 +5.1% $139.96 -1.0%
46 ALNT ALLIENT INC Technology 24,086.0 $2.5M 0.32% +2K +8.6% $102.93 +9.8%
47 BERKSHIRE HATHAWAY INC DEL 4,871.0 $2.4M 0.31% -73.0 -1.5% $500.39
48 VGT VANGUARD WORLD FD 19,470.0 $2.3M 0.30% +17K +628.4% $119.52 +2.5%
49 TEAMSHARES INC 277,236.0 $2.3M 0.29% NEW $8.22
50 CVX CHEVRON CORPORATION Energy 13,353.0 $2.2M 0.28% -1K -7.2% $165.76 +22.3%
51 NWPX NWPX INFRASTRUCTURE INC Industrials 14,625.0 $2.2M 0.28% -2K -10.8% $149.94 -21.9%
52 NEOG NEOGEN CORP Healthcare 242,211.0 $2.2M 0.28% +85K +54.3% $8.99 +32.0%
53 VIG VANGUARD SPECIALIZED FUNDS 9,107.0 $2.2M 0.28% -224.0 -2.4% $236.62 +3.3%
54 TDAY USA TODAY CO INC Communication Services 249,273.0 $2.1M 0.28% NEW $8.55 -16.1%
55 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 22,438.0 $2.1M 0.27% NEW $94.20 -58.4%
56 IBDS ISHARES TR 85,857.0 $2.1M 0.27% -851.0 -1.0% $24.22 -0.2%
57 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,303.0 $2.1M 0.26% -1K -17.5% $386.76 +0.9%
58 SSYS STRATASYS LTD Technology 223,922.0 $1.9M 0.25% NEW $8.56 +3.3%
59 FLOTEK INDUSTRIES INC 81,471.0 $1.9M 0.25% NEW $23.52
60 PSC PRINCIPAL EXCHANGE TRADED FD 26,946.0 $1.9M 0.24% +22K +468.6% $70.12 +0.6%
Page 3 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%