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Portfolio (Quarterly) Guide ↗

Rockline Wealth Management, LLC

· CIK 0002005098
13F Portfolio $522M AUM 107 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 16 Added 50 Reduced 18 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 17,513.0 $4.7M 0.91% -494.0 -2.7% $270.31 +0.8%
22 DOV DOVER CORP Industrials 20,802.0 $4.7M 0.89% -835.0 -3.9% $224.29 -9.2%
23 AEP AMERICAN ELEC PWR CO INC Utilities 32,221.0 $4.4M 0.84% -1K -3.2% $136.81 -10.8%
24 PSX PHILLIPS 66 Energy 25,026.0 $4.2M 0.81% -215.0 -0.8% $169.05 +43.1%
25 PG PROCTER & GAMBLE CO Consumer Defensive 28,180.0 $4.1M 0.79% -2K -5.5% $146.64 -0.0%
26 XOM EXXON MOBIL CORP Energy 29,087.0 $4.0M 0.76% -316.0 -1.1% $136.72 +20.0%
27 NFLX NETFLIX INC. Communication Services 48,205.0 $3.4M 0.66% -5K -9.4% $71.40 +12.1%
28 SO SOUTHERN CO Utilities 32,810.0 $3.1M 0.60% -1K -4.1% $95.71 -5.9%
29 GPC GENUINE PARTS CO Consumer Cyclical 26,420.0 $3.1M 0.60% -3K -9.5% $117.98 +15.0%
30 MA MASTERCARD INCORPORATED Financial Services 5,763.0 $3.0M 0.57% -4K -40.9% $513.61 +16.8%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 67,335.0 $2.9M 0.55% -2K -2.5% $42.34 +18.4%
32 PEP PEPSICO INC Consumer Defensive 19,395.0 $2.6M 0.50% -964.0 -4.7% $135.41 +6.8%
33 BX BLACKSTONE INC Financial Services 21,914.0 $2.6M 0.49% -18K -45.6% $117.67 +22.1%
34 PNC PNC FINL SVCS GROUP INC Financial Services 9,216.0 $2.3M 0.43% -8K -46.0% $246.23 -1.0%
35 VST VISTRA CORP Utilities 11,097.0 $1.8M 0.34% -2K -16.5% $158.63 -14.5%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,944.0 $1.5M 0.28% -68.0 -3.4% $746.91 +2.2%
37 AMD ADVANCED MICRO DEVICES INC Technology 2,494.0 $1.4M 0.28% -77.0 -3.0% $580.91 -21.4%
38 UBER UBER TECHNOLOGIES INC Technology 19,238.0 $1.4M 0.27% -19K -49.4% $72.16 +9.9%
39 BLK BLACKROCK INC Financial Services 804.0 $773K 0.15% -44.0 -5.2% $961.56 +21.9%
40 CRWV COREWEAVE INC Technology 6,521.0 $649K 0.12% -3K -31.5% $99.55 -13.4%
Page 2 of 3  ·  50 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 49.9%
Industrials 15.2%
Consumer Cyclical 8.0%
Financial Services 5.9%
Communication Services 5.4%
Consumer Defensive 5.0%
Healthcare 4.7%
Utilities 3.0%
Energy 1.7%
Basic Materials 1.3%