Fund HoldingsRound Rock Advisors, LLC

Total Portfolio Value
$664.79M
Total Bought
$117.55M
Total Sold
$90.46M
Net Transaction
+$27.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
0111,086+111,086017,2322.59%+17,232
SELECT SECTOR SPDR TR
ST STR CARE ETF
0103,227+103,227015,9802.40%+15,980
SELECT SECTOR SPDR TR
ST STR TECHN ETF
059,415+59,41508,5541.29%+8,554
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0121,346+121,34605,1800.78%+5,180
AMERICAN CENTY ETF TR167,279237,893+70,6148,64912,2711.85%+3,621
NEUBERGER BERMAN ETF TRUST
SHORT DURATION I
167,892226,835+58,9438,58911,6101.75%+3,021
SELECT SECTOR SPDR TR
ST STR ENERG ETF
054,634+54,63402,4430.37%+2,443
VANECK ETF TRUST
SEMICONDUCTR ETF
89,94688,265-1,68129,35531,7874.78%+2,432
FRANKLIN TEMPLETON DIGITAL H(EZBC)041,264+41,26402,0880.31%+2,088
ALPHABET INC(GOOG)40,18637,261-2,9259,78711,6931.76%+1,905
FREQUENCY ELECTRS INC19,24848,595+29,3477652,6160.39%+1,851
SPOTIFY TECHNOLOGY S A(SPOT)02,664+2,66401,5470.23%+1,547
INVESCO QQQ TR80,58881,102+51448,38249,8227.49%+1,439
VANGUARD WHITEHALL FDS303,037307,633+4,59642,71344,1526.64%+1,439
LIBERTY ENERGY INC(LBRT)63,050104,213+41,1637781,9240.29%+1,146
CORMEDIX INC092,004+92,00401,0700.16%+1,070
SHOALS TECHNOLOGIES GROUP IN(SHLS)55,771162,197+106,4264131,3790.21%+965
NEOGEN CORP(NEOG)0156,967+156,96701,0970.17%+1,097
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0900,926+900,926045,5786.86%+45,578
BITFARMS LTD
COM
0327,671+327,67107700.12%+770
ALPHABET INC(GOOG)9,93610,139+2032,4153,1740.48%+758
ISHARES TR238,195241,647+3,45228,30529,0414.37%+736
IDAHO STRATEGIC RESOURCES30,23043,828+13,5981,0421,7660.27%+724
BRISTOW GROUP INC(VTOL)11,45331,782+20,3294751,1640.18%+689
FIRST WESTN FINL INC18,21041,081+22,8714131,1010.17%+688
BLACKSKY TECHNOLOGY INC036,314+36,31406810.10%+681
CECO ENVIRONMENTAL CORP(CECO)010,950+10,95006550.10%+655
EPLUS INC(PLUS)15,30220,099+4,7971,1101,7630.27%+653
PARK AEROSPACE CORP41,09067,580+26,4908121,4420.22%+631
AMAZON COM INC(AMZN)038,518+38,51808,8911.34%+8,891
GETTY IMAGES HOLDINGS INC0463,805+463,80506210.09%+621
LENDINGCLUB CORP(HAPN)47,50575,504+27,9998431,4300.22%+588
LEGALZOOM COM INC(LZ)98,132159,579+61,4471,0231,5850.24%+562
BERKSHIRE HATHAWAY INC DEL04,944+4,94402,4850.37%+2,485
PEDIATRIX MEDICAL GROUP INC(MD)037,891+37,89108100.12%+810
CERUS CORP0264,725+264,72505450.08%+545
TACTILE SYS TECHNOLOGY INC027,042+27,04207840.12%+784
OMNICELL COM(OMCL)13,74921,088+7,3394259550.14%+531
MICRON TECHNOLOGY INC(MU)04,333+4,33301,2370.19%+1,237
PREFORMED LINE PRODS CO(PLPC)4,7037,805+3,1021,1001,6130.24%+513
CLEARWATER ANALYTICS HLDGS I020,262+20,26204890.07%+489
NATIONAL VISION HLDGS INC(EYE)018,717+18,71704830.07%+483
T1 ENERGY INC(TE)193,115179,481-13,6347161,1990.18%+482
DIGITAL TURBINE INC(APPS)093,689+93,68904680.07%+468
THE REALREAL INC(REAL)029,616+29,61604670.07%+467
ISHARES TR
IBDS DEC28 ETF
018,302+18,30204660.07%+466
CODA OCTOPUS GROUP INC050,037+50,03704650.07%+465
NPK INTERNATIONAL INC(NPKI)49,55092,114+42,5646331,0980.17%+465
ARRAY TECHNOLOGIES INC(ARRY)86,659133,498+46,8397761,2310.19%+455
NWPX INFRASTRUCTURE INC(NWPX)10,71816,386+5,6685821,0240.15%+442
MYR GROUP INC DEL(MYRG)3,1244,996+1,8726531,0920.16%+438
CAPITAL ONE FINL CORP(COF)014,508+14,50803,5160.53%+3,516
OPPENHEIMER HLDGS INC(OPY)8,92414,539+5,6156141,0510.16%+437
UNITED STS LIME & MINERALS I(USLM)6,42010,887+4,4678681,3040.20%+436
CPS TECHNOLOGIES CORP0191,325+191,32505910.09%+591
NB BANCORP INC(NBBK)33,97051,906+17,9366211,0290.15%+408
CARECLOUD INC0216,388+216,38806320.10%+632
SALESFORCE INC(CRM)01,517+1,51704020.06%+402
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
011,000+11,00003940.06%+394
REX AMERICAN RES CORP(REX)22,30033,263+10,9636831,0750.16%+392
SPDR SERIES TRUST
ST STR SP DIV
02,808+2,80803910.06%+391
ISHARES SILVER TR(SLV)06,053+6,05303900.06%+390
CADRE HLDGS INC(CDRE)09,369+9,36903830.06%+383
THREDUP INC059,430+59,43003800.06%+380
ESPERION THERAPEUTICS INC NE(ESPR)0101,553+101,55303760.06%+376
COMMUNITY HEALTHCARE TR INC022,837+22,83703750.06%+375
RIGEL PHARMACEUTICALS INC08,745+8,74503750.06%+375
ALLIENT INC14,91822,189+7,2718321,1930.18%+360
APPLE INC(AAPL)70,11666,993-3,12317,85418,2132.74%+359
GUARDIAN PHARMACY SVCS INC(GRDN)011,795+11,79503550.05%+355
HARROW INC(HROW)10,38517,412+7,0275008530.13%+353
MYERS INDS INC(MYE)24,45540,917+16,4624167660.12%+349
GULFPORT ENERGY CORP(GPOR)01,656+1,65603440.05%+344
AMPHASTAR PHARMACEUTICALS IN(AMPH)020,477+20,47705480.08%+548
VISHAY PRECISION GROUP INC(VPG)017,131+17,13106600.10%+660
MIAMI INTL HLDGS INC(MIAX)06,988+6,98803100.05%+310
BEL FUSE INC01,819+1,81903090.05%+309
AMERICAN SUPERCONDUCTOR CORP010,709+10,70903080.05%+308
GENEDX HOLDINGS CORP(WGS)02,343+2,34303050.05%+305
BLACK DIAMOND THERAPEUTICS I0124,564+124,56403030.05%+303
ISHARES TR108,036110,913+2,87715,35215,6542.35%+302
GREEN BRICK PARTNERS INC(GRBK)8,97013,616+4,6465548530.13%+299
KORNIT DIGITAL LTD047,071+47,07106770.10%+677
PUMA BIOTECHNOLOGY INC0105,042+105,04206250.09%+625
HCI GROUP INC3,0804,849+1,7696369300.14%+294
GENIUS SPORTS LIMITED
SHARES CL A
60,32592,917+32,5927311,0240.15%+293
WHITEFIBER INC(WYFI)018,405+18,40502910.04%+291
OIL DRI CORP AMER(ODC)12,44021,404+8,9647611,0480.16%+287
TRANSCAT INC7,60115,515+7,9145938800.13%+287
PRICESMART INC(PSMT)4,5106,848+2,3385558400.13%+285
SLEEP NUMBER CORP064,187+64,18705430.08%+543
INTUITIVE SURGICAL INC0499+49902830.04%+283
PROTALIX BIOTHERAPEUTICS INC0155,102+155,10202790.04%+279
SPDR SERIES TRUST
ST STR SP BIOT
02,279+2,27902780.04%+278
CRA INTL INC(CRAI)2,3703,587+1,2174467200.11%+274
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
04,739+4,73902740.04%+274
DYNAVAX TECHNOLOGIES CORP029,408+29,40804520.07%+452
NCR ATLEOS CORPORATION(NATL)06,928+6,92802640.04%+264
CHUBB LIMITED
COM
08,741+8,74102,7280.41%+2,728
DIGI INTL INC(DGII)014,117+14,11706110.09%+611
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