BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MKSI MKS Technology 51.0 $23K 0.01% NEW $444.80 -44.4%
22 TPYP Tortoise North American Pipeline ETF 521.0 $22K 0.01% NEW $41.93 +4.1%
23 XFIV Bondbloxx Etf Trust Bloomberg Five Year Target Duration US Treasury 444.0 $22K 0.01% NEW $48.68 -2.0%
24 SPMD Spdr Series Trust State Street Portfolio S&p 400tm Mid Cap Etf 318.0 $21K 0.01% NEW $67.56 -3.2%
25 EIPI FT Energy Income Ptnrs Enh Inc ETF 795.0 $17K 0.01% NEW $21.84 +4.7%
26 AGZ iShares Agency Bond ETF 153.0 $17K 0.01% NEW $109.27 -1.2%
27 SCHP Schwab US Tips ETF 496.0 $13K 0.00% NEW $26.50 -2.6%
28 FTGC First Trust Global Tact Cmdty Strat ETF 480.0 $13K 0.00% NEW $27.05 +15.5%
29 CI Cigna Group Healthcare 45.0 $12K 0.00% NEW $275.69 +2.0%
30 FRT Federal Realty Investment Trust Real Estate 96.0 $12K 0.00% NEW $123.44 -5.8%
31 XTWO Bondbloxx Etf Trust Bloomberg Two Year Target Duration US Treasury 238.0 $12K 0.00% NEW $48.95 -0.7%
32 SPSM Spdr Series Trust State Street Portfolio S&p 600tm Small Cap Etf 198.0 $11K 0.00% NEW $57.67 -3.6%
33 FLS Flowserve Corp. Industrials 151.0 $11K 0.00% NEW $74.16 +3.4%
34 GBIL Goldman Sachs Etf Trust Access Treasury 0-1 Year 109.0 $11K 0.00% NEW $100.16 -0.3%
35 SPYM Spdr Series Trust State Street Portfolio S&p 500 Etf 120.0 $11K 0.00% NEW $87.88 +2.0%
36 FLJP Franklin FTSE Japan ETF 236.0 $9K 0.00% NEW $39.75 +2.3%
37 SCZ iShares MSCI EAFE Small-Cap ETF 113.0 $9K 0.00% NEW $82.27 +4.7%
38 GSLC Goldman Sachs ActiveBeta Us LgCp Eq ETF 44.0 $6K 0.00% NEW $141.89 +2.4%
39 IGV Ishares Expanded Tech-Software Sect ETF 66.0 $6K 0.00% NEW $90.61 +17.2%
40 VNQI Vanguard Global ex-US Real Est ETF 131.0 $6K 0.00% NEW $44.85 -0.9%
Page 2 of 3  ·  45 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
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%