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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $514M AUM 99 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 31 Added 31 Reduced 6 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CCL CARNIVAL CORP Consumer Cyclical 15,813.0 $483K 0.09% -509.0 -3.1% $30.54 +1.1%
62 DON WISDOMTREE TR 9,278.0 $479K 0.09% -4K -28.4% $51.60 +8.3%
63 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 14,015.0 $463K 0.09% +685.0 +5.1% $33.02 -3.6%
64 HYG ISHARES TR 5,622.0 $453K 0.09% NEW $80.63 -0.8%
65 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,710.0 $446K 0.09% +500.0 +2.0% $17.35 -2.8%
66 GOOG ALPHABET INC Communication Services 1,338.0 $420K 0.08% -100.0 -7.0% $313.80 +17.1%
67 RSP INVESCO EXCHANGE TRADED FD T 2,191.0 $420K 0.08% -1K -35.7% $191.56 +9.6%
68 WPC WP CAREY INC Real Estate 6,271.0 $404K 0.08% $64.36 +10.7%
69 NEE NEXTERA ENERGY INC Utilities 4,929.0 $396K 0.08% -27.0 -0.5% $80.28 +8.1%
70 VWO VANGUARD INTL EQUITY INDEX F 7,299.0 $392K 0.08% -4K -35.5% $53.76 +13.0%
71 IWB ISHARES TR 1,048.0 $391K 0.08% $373.44 +9.4%
72 CLOX SERIES PORTFOLIOS TR 15,314.0 $391K 0.08% +6K +62.1% $25.51 +0.3%
73 EME EMCOR GROUP INC Industrials 600.0 $367K 0.07% -16.0 -2.6% $611.79 +36.7%
74 VOO VANGUARD INDEX FDS 554.0 $347K 0.07% $627.13 +9.7%
75 VTI VANGUARD INDEX FDS 964.0 $323K 0.06% -91.0 -8.6% $335.44 +10.3%
76 FXU FIRST TR EXCHANGE TRADED FD 6,931.0 $312K 0.06% -163K -95.9% $45.01 +7.1%
77 ATR APTARGROUP INC Healthcare 2,436.0 $297K 0.06% $121.96 -1.3%
78 TAFI AB ACTIVE ETFS INC 11,709.0 $295K 0.06% +1K +11.3% $25.21 -0.0%
79 ITA ISHARES TR 1,337.0 $287K 0.06% $214.69 +11.3%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 1,494.0 $266K 0.05% +265.0 +21.6% $177.75 -27.7%
Page 4 of 5  ·  99 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 36.5%
Communication Services 22.2%
Healthcare 18.4%
Consumer Cyclical 10.1%
Financial Services 8.9%
Industrials 1.7%
Utilities 1.0%
Energy 0.5%
Consumer Defensive 0.5%
Real Estate 0.4%