Bell Rock Capital LLC has filed its 13F form on October 28, 2022 for Q3 2022 where it was disclosed a total value porftolio of $81 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.8M, Amazon Com Inc with a value of $4.3M, Microsoft Corp with a value of $3.46M, Ford Motor CO with a value of $3.15M, and Church & Dwight CO Inc with a value of $2.53M.

Examining the 13F form we can see an decrease of $47.6M in the current position value, from $129M to 81M.

Below you can find more details about Bell Rock Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $81 Million
ETFs: $19.2 Million
Technology: $17.9 Million
Consumer Defensive: $15.2 Million
Consumer Cyclical: $11.4 Million
Financial Services: $6.09 Million
Healthcare: $3.8 Million
Real Estate: $1.44 Million
Energy: $1.39 Million
Other: $3.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 94
  • Current Value $81 Million
  • Prior Value $129 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 28, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 87 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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