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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 7 of 16  ·  318 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HONEYWELL INTL INC 4,480.0 $1.0M 0.13% NEW $223.90
122 HONEYWELL AEROSPACE INC 4,480.0 $990K 0.13% NEW $221.03
123 SNOW SNOWFLAKE INC Technology 3,880.0 $987K 0.13% -430.0 -10.0% $254.50 +27.8%
124 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 21,438.0 $987K 0.13% +13K +147.4% $46.04 +3.9%
125 BKSY BLACKSKY TECHNOLOGY INC Technology 35,038.0 $978K 0.13% -1K -3.5% $27.92 +3.7%
126 MD PEDIATRIX MEDICAL GROUP INC Healthcare 38,156.0 $966K 0.12% +265.0 +0.7% $25.33 +4.9%
127 ARQ INC 378,979.0 $966K 0.12% NEW $2.55
128 AMAT APPLIED MATLS INC Technology 1,333.0 $964K 0.12% NEW $723.00 -28.9%
129 VTIP VANGUARD MALVERN FDS 18,946.0 $952K 0.12% -1K -6.3% $50.23 -0.9%
130 VIGI VANGUARD WHITEHALL FDS 10,109.0 $944K 0.12% -152.0 -1.5% $93.38 +4.7%
131 SCHD SCHWAB STRATEGIC TR 29,763.0 $944K 0.12% -1K -3.7% $31.71 +8.8%
132 ALKS ALKERMES PLC Healthcare 17,942.0 $940K 0.12% +286.0 +1.6% $52.40 -5.6%
133 LASR NLIGHT INC Technology 13,451.0 $936K 0.12% +7K +100.9% $69.62 -28.2%
134 WMT WALMART INC Consumer Defensive 8,229.0 $932K 0.12% -3K -29.2% $113.26 +1.7%
135 AMP AMERIPRISE FINL INC Financial Services 2,023.0 $928K 0.12% $458.76 +22.5%
136 EEM ISHARES TR 13,417.0 $918K 0.12% $68.41 -4.5%
137 PRLB PROTO LABS INC Industrials 11,219.0 $914K 0.12% $81.51 +4.1%
138 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 21,346.0 $913K 0.12% +6K +37.8% $42.77 -41.5%
139 SPLV INVESCO EXCH TRADED FD TR II 12,103.0 $907K 0.12% -455.0 -3.6% $74.90 +1.5%
140 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 37,229.0 $901K 0.12% NEW $24.20 -37.9%
Page 7 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%