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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $491M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 91 New
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 472.0 $237K 0.05% NEW $502.74
82 CSCO CISCO SYS INC Technology 3,327.0 $228K 0.05% NEW $68.43 +74.7%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 1,229.0 $224K 0.05% NEW $182.42 -29.6%
84 PGR PROGRESSIVE CORP Financial Services 897.0 $222K 0.04% NEW $246.95 -17.0%
85 NTRS NORTHERN TR CORP Financial Services 1,634.0 $220K 0.04% NEW $134.60 +27.9%
86 PM PHILIP MORRIS INTL INC Consumer Defensive 1,347.0 $218K 0.04% NEW $162.20 +10.0%
87 IGHG PROSHARES TR 2,714.0 $214K 0.04% NEW $79.00 -0.9%
88 ABBV ABBVIE INC Healthcare 922.0 $213K 0.04% NEW $231.54 -6.4%
89 LMT LOCKHEED MARTIN CORP Industrials 417.0 $208K 0.04% NEW $499.21 +2.4%
90 WMT WALMART INC Consumer Defensive 1,945.0 $200K 0.04% NEW $103.06 +13.7%
91 FSK FS KKR CAP CORP Financial Services 12,987.0 $194K 0.04% NEW $14.93 -31.2%
Page 5 of 5  ·  91 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 37.8%
Communication Services 21.9%
Healthcare 17.3%
Consumer Cyclical 10.5%
Financial Services 8.7%
Industrials 1.7%
Utilities 1.0%
Consumer Defensive 0.6%
Real Estate 0.4%
Energy 0.2%