Rockingstone Advisors LLC Portfolio Holdings

Rockingstone Advisors LLC

  • $190 Billion
  • Q2 2025

Rockingstone Advisors LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.09B, Jp Morgan ETF Tr Ultra Short I with a value of $7B, Vanguard with a value of $6.4B, Vanguard Total Stock Market Et with a value of $5.49B, and Spotify Technology S.A. with a value of $4.87B.

Examining the 13F form we can see an decrease of $32B in the current position value, from $222B to 190B.

Rockingstone Advisors LLC is based out at Great Barrington, MA

Below you can find more details about Rockingstone Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $90.1 Billion
Technology: $22.5 Billion
Financial Services: $15.7 Billion
Communication Services: $14.1 Billion
Healthcare: $9.49 Billion
Consumer Defensive: $8.35 Billion
Industrials: $7.89 Billion
Consumer Cyclical: $6.41 Billion
Other: $6.85 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $190 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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