Rockingstone Advisors LLC Portfolio Holdings

Rockingstone Advisors LLC

  • $203 Billion
  • Q3 2025

Rockingstone Advisors LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $9.27B, Nvidia Corp with a value of $7.52B, Celestica Inc with a value of $6.43B, Vanguard with a value of $6.39B, and Vanguard Total Stock Market Et with a value of $5.58B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $190B to 203B.

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 $203 Billion
ETFs: $97.9 Billion
Technology: $24 Billion
Communication Services: $17.7 Billion
Financial Services: $15.8 Billion
Industrials: $7.91 Billion
Healthcare: $7.66 Billion
Consumer Defensive: $7.5 Billion
Consumer Cyclical: $6.49 Billion
Other: $7.21 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 107
  • Current Value $203 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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