Fund Holdings

Round Rock Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMERICAN CENTY ETF TR0287,522+287,522014,746,7162.26%+14,746,716
VANGUARD WHITEHALL FDS0312,896+312,896046,339,8567.09%+46,339,856
STRATASYS LTD0223,922+223,92201,748,8310.27%+1,748,831
ISHARES TR0114,647+114,647017,358,7532.66%+17,358,753
EXXON MOBIL CORP(XOM)031,660+31,66005,371,4720.82%+5,371,472
VANECK ETF TRUST086,792+86,792033,275,8695.09%+33,275,869
LIVE OAK ACQUISITION CORP V0136,705+136,70501,432,6050.22%+1,432,605
NEOGEN CORP(NEOG)0242,128+242,12802,249,3690.34%+2,249,369
CPS TECHNOLOGIES CORP0435,522+435,52201,628,8520.25%+1,628,852
SELECT SECTOR SPDR TR0112,725+112,725018,231,0002.79%+18,231,000
NEUBERGER BERMAN ETF TRUST0248,191+248,191012,585,7661.93%+12,585,766
PRINCIPAL EXCHANGE TRADED FD021,492+21,49201,232,0160.19%+1,232,016
CODA OCTOPUS GROUP INC0117,366+117,36601,326,2360.20%+1,326,236
DUCOMMUN INC DEL(DCO)06,542+6,5420798,1240.12%+798,124
ISHARES TR04,172+4,17202,725,1920.42%+2,725,192
LANDSTAR SYS INC(LSTR)04,684+4,6840750,8920.11%+750,892
CARDINAL INFRASTRUCTURE GROU018,897+18,8970749,4550.11%+749,455
BRISTOW GROUP INC(VTOL)039,984+39,98401,874,8500.29%+1,874,850
BLACKSKY TECHNOLOGY INC(BKSY)054,451+54,45101,369,9870.21%+1,369,987
NLIGHT INC(LASR)016,339+16,3390931,6500.14%+931,650
LAM RESEARCH CORP(LRCX)03,142+3,1420671,3200.10%+671,320
ISHARES TR0238,982+238,982029,707,8694.55%+29,707,869
SELECT SECTOR SPDR TR0126,323+126,32305,796,9650.89%+5,796,965
MONTE ROSA THERAPEUTICS INC(GLUE)037,229+37,2290612,4170.09%+612,417
CHEVRON CORPORATION(CVX)013,353+13,35302,762,7360.42%+2,762,736
JOHNSON & JOHNSON(JNJ)010,461+10,46102,557,0660.39%+2,557,066
LINDBLAD EXPEDITIONS HLDGS I(LIND)032,067+32,0670554,7590.08%+554,759
WILLIAMS COS INC(WMB)042,776+42,77603,113,2370.48%+3,113,237
TRANSCAT INC019,024+19,02401,397,3130.21%+1,397,313
ARQ INC0190,708+190,7080488,2120.07%+488,212
COMSTOCK HLDG COS INC025,312+25,3120479,4090.07%+479,409
FLOTEK INDUSTRIES INC026,851+26,8510455,6610.07%+455,661
AMERIS BANCORP(ABCB)05,805+5,8050452,7320.07%+452,732
REX AMERICAN RES CORP(REX)033,424+33,42401,523,1320.23%+1,523,132
APPLIED MATLS INC01,291+1,2910441,2510.07%+441,251
MARINEMAX INC062,509+62,50901,691,4940.26%+1,691,494
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)070,991+70,9910429,4960.07%+429,496
BABCOCK & WILCOX ENTERPRISES(BW)028,382+28,3820416,9320.06%+416,932
PARK AEROSPACE CORP067,808+67,80801,856,5830.28%+1,856,583
ISHARES TR04,910+4,9100393,0450.06%+393,045
AMERICAN SUPERCONDUCTOR CORP020,340+20,3400688,5090.11%+688,509
GRAHAM CORP(GHM)04,774+4,7740376,7640.06%+376,764
PIPER SANDLER COMPANIES(PIPR)04,894+4,8940374,6360.06%+374,636
NB BANCORP INC(NBBK)066,467+66,46701,400,4600.21%+1,400,460
UNIVERSAL TECHNICAL INST INC(UTI)021,346+21,3460770,5910.12%+770,591
KLX ENERGY SERVICES HOLDINGS0139,614+139,6140362,9960.06%+362,996
ASML HLDG NV0274+2740361,9070.06%+361,907
COCA COLA CO(KO)015,022+15,02201,142,4330.17%+1,142,433
CATERPILLAR INC(CAT)0500+5000354,2300.05%+354,230
FORGENT POWER SOLUTIONS INC(FPS)012,059+12,0590352,9670.05%+352,967
AMGEN INC(AMGN)0975+9750343,0540.05%+343,054
OCEANEERING INTL INC(OII)017,312+17,3120614,0570.09%+614,057
ALPHATEC HLDGS INC(ATEC)029,920+29,9200325,5300.05%+325,530
COMMUNITY HEALTHCARE TR INC043,918+43,9180697,8570.11%+697,857
KLA CORP(KLAC)0218+2180320,9850.05%+320,985
TAT TECHNOLOGIES LTD07,862+7,8620319,4330.05%+319,433
LEMAITRE VASCULAR INC(LMAT)010,646+10,64601,162,2240.18%+1,162,224
LOUISIANA PAC CORP(LPX)04,149+4,1490301,8400.05%+301,840
BLACK DIAMOND THERAPEUTICS I0274,367+274,3670584,4020.09%+584,402
J P MORGAN EXCHANGE TRADED F0906,061+906,061045,855,7557.02%+45,855,755
DELL TECHNOLOGIES INC(DELL)07,056+7,05601,158,1010.18%+1,158,101
NWPX INFRASTRUCTURE INC(NWPX)016,466+16,46601,282,0430.20%+1,282,043
ASTRONICS CORP03,805+3,8050253,9080.04%+253,908
OPPENHEIMER HLDGS INC(OPY)014,605+14,60501,302,6200.20%+1,302,620
RUSH ENTERPRISES INC(RUSHA)03,724+3,7240246,1940.04%+246,194
NPK INTERNATIONAL INC(NPKI)092,505+92,50501,340,3970.21%+1,340,397
NEOGENOMICS INC(NEO)031,457+31,4570233,4110.04%+233,411
INDIVIOR PHARMACEUTICALS INC(INDV)07,634+7,6340232,6840.04%+232,684
LIBERTY ENERGY INC(LBRT)074,844+74,84402,155,5070.33%+2,155,507
AIR PRODUCTS AND CHEMICALS I010,133+10,13302,943,5350.45%+2,943,535
ESCO TECHNOLOGIES INC(ESE)0804+8040226,2210.03%+226,221
ENTERPRISE PRODS PARTNERS L(EPD)038,435+38,43501,454,3800.22%+1,454,380
GE VERNOVA INC(GEV)0251+2510219,0980.03%+219,098
BRISTOL-MYERS SQUIBB CO(BMY)03,538+3,5380214,5800.03%+214,580
ADVANCED MICRO DEVICES INC(AMD)01,024+1,0240208,3120.03%+208,312
SELECT WATER SOLUTIONS INC(WTTR)042,585+42,5850651,5510.10%+651,551
BED BATH & BEYOND INC043,053+43,0530199,7660.03%+199,766
PUMA BIOTECHNOLOGY INC0128,912+128,9120823,7480.13%+823,748
PRICESMART INC(PSMT)06,886+6,88601,036,3430.16%+1,036,343
LIGHTPATH TECHNOLOGIES INC019,239+19,2390192,9670.03%+192,967
JOHNSON OUTDOORS INC011,985+11,9850557,4220.09%+557,422
BLUE BIRD CORP018,606+18,60601,056,6350.16%+1,056,635
CULLEN FROST BANKERS INC(CFR)03,183+3,1830436,3260.07%+436,326
ISHARES TR03,954+3,9540864,9380.13%+864,938
MERCK & CO INC(MRK)09,835+9,83501,183,0480.18%+1,183,048
DEERE & CO(DE)01,628+1,6280917,0520.14%+917,052
CARECLOUD INC0216,388+216,3880789,8160.12%+789,816
STANDEX INTL CORP(SXI)04,031+4,03101,027,3410.16%+1,027,341
WISDOMTREE INC(WT)010,078+10,0780146,7360.02%+146,736
ALKERMES PLC(ALKS)017,942+17,9420634,4290.10%+634,429
PROTALIX BIOTHERAPEUTICS INC0192,080+192,0800416,8140.06%+416,814
VERIZON COMMUNICATIONS INC(VZ)012,517+12,5170628,3400.10%+628,340
PLEXUS CORP(PLXS)02,202+2,2020445,9930.07%+445,993
PEPSICO INC(PEP)010,093+10,09301,567,2910.24%+1,567,291
RBC BEARINGS INC(RBC)01,142+1,1420620,2430.09%+620,243
VIEMED HEALTHCARE INC069,292+69,2920638,1790.10%+638,179
ALLIENT INC022,264+22,26401,315,5800.20%+1,315,580
OPTICAL CABLE CORP031,272+31,2720257,9940.04%+257,994
AMEREN CORP(AEE)010,166+10,16601,117,4470.17%+1,117,447
HONEYWELL INTL INC(HON)08,972+8,97202,027,9410.31%+2,027,941
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