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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMLP ALPS ETF TR 5,636.0 $265K 0.05% NEW $47.02 +7.8%
82 CSCO CISCO SYS INC Technology 3,345.0 $258K 0.05% +18.0 +0.5% $77.03 +55.2%
83 AEE AMEREN CORP Utilities 2,517.0 $251K 0.05% $99.86 +8.8%
84 ABBV ABBVIE INC Healthcare 1,097.0 $251K 0.05% +175.0 +19.0% $228.49 -5.2%
85 PSA PUBLIC STORAGE OPER CO Real Estate 944.0 $245K 0.05% $259.50 +22.6%
86 CVX CHEVRON CORP NEW Energy 1,575.0 $240K 0.05% NEW $152.39 +13.9%
87 TBIL RBB FD INC 4,794.0 $239K 0.05% NEW $49.88 +0.2%
88 SUSC ISHARES TR 10,127.0 $237K 0.05% $23.38 -1.1%
89 TSLA TESLA INC Consumer Cyclical 494.0 $222K 0.04% NEW $449.72 -10.9%
90 T AT&T INC Communication Services 8,852.0 $220K 0.04% -1K -10.5% $24.84 -11.4%
91 XLP SELECT SECTOR SPDR TR 2,797.0 $217K 0.04% -431K -99.3% $77.68 +7.2%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 1,353.0 $217K 0.04% $160.44 +11.2%
93 WMT WALMART INC Consumer Defensive 1,945.0 $217K 0.04% $111.41 +5.2%
94 BERKSHIRE HATHAWAY INC DEL 430.0 $216K 0.04% -42.0 -8.9% $502.65
95 NTRS NORTHERN TR CORP Financial Services 1,557.0 $213K 0.04% -77.0 -4.7% $136.59 +26.0%
96 IGHG PROSHARES TR 2,707.0 $212K 0.04% $78.42 -0.2%
97 IBB ISHARES TR 1,238.0 $209K 0.04% NEW $168.77 +2.9%
98 PGR PROGRESSIVE CORP Financial Services 897.0 $204K 0.04% $227.72 -10.0%
99 FSK FS KKR CAP CORP Financial Services 10,349.0 $153K 0.03% -3K -20.3% $14.81 -30.7%
Page 5 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%