Rockingstone Advisors LLC Portfolio Holdings

Rockingstone Advisors LLC

  • $222 Billion
  • Q1 2025

Rockingstone Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 101 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 $17B, Vanguard with a value of $10.7B, Spdr S&P 500 ETF Trust with a value of $6.65B, Nvidia Corp with a value of $5.88B, and Apple Inc. with a value of $5.61B.

Examining the 13F form we can see an decrease of $4.22B in the current position value, from $226B to 222B.

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 $222 Billion
ETFs: $111 Billion
Technology: $21.8 Billion
Financial Services: $20.1 Billion
Communication Services: $14 Billion
Healthcare: $12.7 Billion
Consumer Defensive: $10.4 Billion
Industrials: $9.6 Billion
Consumer Cyclical: $6.56 Billion
Other: $7.58 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 101
  • Current Value $222 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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