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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQI NEOS ETF TRUST 9,064.0 $515K 0.09% $56.79 -4.5%
62 NOC NORTHROP GRUMMAN CORP Industrials 980.0 $499K 0.08% NEW $509.31 +8.2%
63 EME EMCOR GROUP INC Industrials 600.0 $498K 0.08% $829.88 -6.4%
64 SPYI NEOS ETF TRUST 9,264.0 $492K 0.08% -66.0 -0.7% $53.09 +0.7%
65 FXH FIRST TR EXCHANGE-TRADED FD 3,988.0 $488K 0.08% -148K -97.4% $122.40 +10.5%
66 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,615.0 $471K 0.08% +2K +11.4% $30.17 +16.0%
67 RSP INVESCO EXCHANGE TRADED FD T 2,191.0 $466K 0.08% $212.77 +4.2%
68 HBAN HUNTINGTON BANCSHARES INC Financial Services 25,750.0 $457K 0.08% $17.73 -3.9%
69 WPC WP CAREY INC Real Estate 6,271.0 $448K 0.07% $71.50 -0.4%
70 MINT PIMCO ETF TR 4,440.0 $448K 0.07% NEW $100.81 -0.1%
71 CARNIVAL CORP LTD 15,525.0 $444K 0.07% NEW $28.57
72 DLN WISDOMTREE TR 4,590.0 $442K 0.07% -10K -68.0% $96.32 +4.6%
73 IWB ISHARES TR 1,048.0 $429K 0.07% $409.50 +2.5%
74 HYG ISHARES TR 5,317.0 $425K 0.07% -305.0 -5.4% $79.97 -0.5%
75 ABBV ABBVIE INC Healthcare 1,614.0 $406K 0.07% +517.0 +47.1% $251.64 +5.3%
76 GOOG ALPHABET INC 1,122.0 $396K 0.07% -216.0 -16.1% $353.33
77 NEE NEXTERA ENERGY INC Utilities 4,435.0 $389K 0.07% -494.0 -10.0% $87.77 -4.7%
78 TSLA TESLA INC Consumer Cyclical 925.0 $389K 0.07% +431.0 +87.2% $420.60 -13.7%
79 PG PROCTER & GAMBLE CO Consumer Defensive 2,605.0 $382K 0.06% -778.0 -23.0% $146.65 -1.3%
80 VOO VANGUARD INDEX FDS 553.0 $380K 0.06% $686.81 +2.5%
Page 4 of 6  ·  110 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%