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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $595M AUM 110 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 36 Added 32 Reduced 11 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TBIL RBB FD INC 56,095.0 $2.8M 0.47% +51K +1070.1% $49.86 +0.3%
22 AMAX STARBOARD INVT TR 362,053.0 $2.7M 0.45% +21K +6.2% $7.40 +4.1%
23 QYLD GLOBAL X FDS 142,721.0 $2.6M 0.44% +6K +4.3% $18.43 -0.6%
24 SMMU PIMCO ETF TR 34,470.0 $1.7M 0.29% +15K +77.8% $50.50 -0.4%
25 MSC INCOME FUND INC 97,151.0 $1.1M 0.19% +24K +33.7% $11.57
26 JNJ JOHNSON & JOHNSON Healthcare 3,579.0 $909K 0.15% +481.0 +15.5% $253.97 +6.4%
27 AMLP ALPS ETF TR 13,743.0 $713K 0.12% +8K +143.8% $51.85 +5.6%
28 EUSB ISHARES TR 14,080.0 $612K 0.10% +544.0 +4.0% $43.45 -1.5%
29 CLOX SERIES PORTFOLIOS TR 23,425.0 $600K 0.10% +8K +53.0% $25.61 -0.4%
30 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,615.0 $471K 0.08% +2K +11.4% $30.17 +16.0%
31 ABBV ABBVIE INC Healthcare 1,614.0 $406K 0.07% +517.0 +47.1% $251.64 +5.3%
32 TSLA TESLA INC Consumer Cyclical 925.0 $389K 0.07% +431.0 +87.2% $420.60 -13.7%
33 CVX CHEVRON CORPORATION Energy 1,688.0 $280K 0.05% +113.0 +7.2% $165.78 +23.8%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 1,529.0 $277K 0.05% +176.0 +13.0% $180.87 +4.1%
35 SUSC ISHARES TR 10,331.0 $239K 0.04% +204.0 +2.0% $23.15 -2.2%
36 FSK FS KKR CAP CORP Financial Services 11,367.0 $119K 0.02% +1K +9.8% $10.50 +13.4%
Page 2 of 2  ·  36 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 46.6%
Communication Services 15.7%
Healthcare 12.3%
Financial Services 11.6%
Consumer Cyclical 8.9%
Industrials 2.3%
Utilities 1.0%
Consumer Defensive 0.5%
Energy 0.5%
Real Estate 0.5%