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Portfolio (Quarterly) Guide ↗

ROGCO, LP

· CIK 0001998892
13F Portfolio $327M AUM 224 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 45 New 51 Added 46 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 WAT Waters Corp. Healthcare 15 $6K 0.00% SOLD
22 MDLZ Mondelez International Inc Class A Consumer Defensive 73 $4K 0.00% SOLD
23 GNRC Generac Hldgs Inc Common Industrials 25 $3K 0.00% SOLD
24 DELL Dell Technologies Inc. Technology 26 $3K 0.00% SOLD
25 EPD Enterprise Products Partners LP 51 $2K 0.00% SOLD
26 DD DuPont de Nemours Inc. Basic Materials 32 $1K SOLD
Page 2 of 2  ·  26 positions
Sector Allocation
Technology 25.8%
Financial Services 23.3%
Industrials 15.6%
Healthcare 8.4%
Consumer Defensive 6.8%
Communication Services 6.5%
Consumer Cyclical 6.4%
Utilities 3.0%
Energy 2.9%
Real Estate 0.9%