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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MU MICRON TECHNOLOGY INC Technology 300.0 $346K 0.06% NEW $1154.29 -16.2%
82 VTI VANGUARD INDEX FDS 934.0 $346K 0.06% -30.0 -3.1% $370.04 +2.2%
83 IWY ISHARES TR 1,150.0 $334K 0.06% -4K -76.3% $290.62 -1.7%
84 ITA ISHARES TR 1,337.0 $324K 0.05% $242.42 -2.1%
85 ATR APTARGROUP INC Healthcare 2,436.0 $305K 0.05% $125.20 +7.7%
86 PSA PUBLIC STORAGE Real Estate 944.0 $300K 0.05% $318.31 +1.3%
87 IJR ISHARES TR 1,997.0 $296K 0.05% -4K -66.1% $148.34 -0.7%
88 O REALTY INCOME CORP Real Estate 4,729.0 $293K 0.05% NEW $61.96 +1.0%
89 BA BOEING CO Industrials 1,338.0 $290K 0.05% NEW $216.47 -1.0%
90 AEE AMEREN CORP Utilities 2,517.0 $285K 0.05% $113.04 -6.1%
91 XLI SELECT SECTOR SPDR TR 1,515.0 $281K 0.05% -24K -94.1% $185.23 -2.7%
92 CVX CHEVRON CORPORATION Energy 1,688.0 $280K 0.05% +113.0 +7.2% $165.78 +23.8%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 1,529.0 $277K 0.05% +176.0 +13.0% $180.87 +4.1%
94 LLY ELI LILLY & CO Healthcare 226.0 $271K 0.05% NEW $1199.45 +4.6%
95 NTRS NORTHERN TR CORP Financial Services 1,557.0 $271K 0.04% $173.84 +5.8%
96 TAFI AB ACTIVE ETFS INC 9,603.0 $242K 0.04% -2K -18.0% $25.22 -0.5%
97 SLV ISHARES SILVER TR Financial Services 4,528.0 $242K 0.04% NEW $53.47 +17.3%
98 SUSC ISHARES TR 10,331.0 $239K 0.04% +204.0 +2.0% $23.15 -2.2%
99 HD HOME DEPOT INC Consumer Cyclical 675.0 $238K 0.04% NEW $352.68 -4.8%
100 DON WISDOMTREE TR 4,095.0 $231K 0.04% -5K -55.9% $56.52 +3.1%
Page 5 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%