Fund HoldingsRockline Wealth Management, LLC

Total Portfolio Value
$522.42M
Total Bought
$59.87M
Total Sold
$42.51M
Net Transaction
+$17.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LAM RESEARCH CORP(LRCX)56,13256,191+5911,99324,3494.66%+12,356
NVIDIA CORPORATION(NVDA)0396,144+396,144079,26515.17%+79,265
MICRON TECHNOLOGY INC(MU)7857,234+6,4492658,3501.60%+8,085
APPLE INC(AAPL)0134,864+134,864039,0247.47%+39,024
ALPHABET INC(GOOG)063,610+63,610022,4764.30%+22,476
KLA CORP(KLAC)2,32225,491+23,1693,4197,6911.47%+4,272
BROADCOM INC(AVGO)055,605+55,605021,0054.02%+21,005
POWELL INDS INC(POWL)9,19930,939+21,7404,9778,8601.70%+3,882
CATERPILLAR INC(CAT)9,2799,752+4736,57410,3851.99%+3,811
PALO ALTO NETWORKS INC(PANW)27,29823,348-3,9504,3767,9621.52%+3,586
VERTIV HOLDINGS CO(VRT)20,74923,147+2,3985,1997,7501.48%+2,551
QUANTA SVCS INC4,5755,836+1,2612,5124,2020.80%+1,690
TEXAS INSTRS INC(TXN)15,48915,535+463,0074,6310.89%+1,624
AMAZON COM INC(AMZN)44,82545,895+1,0709,33610,9392.09%+1,603
NUCOR CORP(NUE)24,13523,901-2344,0815,3241.02%+1,243
SPACE EXPLORATION TECHN CORP07,110+7,11001,2150.23%+1,215
AMPHENOL CORP14,40616,781+2,3751,8202,9590.57%+1,139
ARISTA NETWORKS INC(ANET)14,26516,579+2,3141,7512,8160.54%+1,065
ABBVIE INC(ABBV)32,90432,458-4467,1568,1681.56%+1,012
ADVANCED MICRO DEVICES INC(AMD)2,5142,494-205111,4490.28%+937
TESLA INC(TSLA)18,01617,864-1526,6987,5141.44%+816
JPMORGAN CHASE & CO(JPM)34,35533,212-1,14310,10610,8722.08%+766
HOWMET AEROSPACE INC(HWM)13,04514,018+9733,0063,7690.72%+763
VISA INC(V)016,237+16,23705,5711.07%+5,571
PARKER-HANNIFIN CORP(PH)3,6613,908+2473,2773,8230.73%+545
HUBBELL INC(HUBB)7,7968,341+5453,8264,3640.84%+538
SPDR SERIES TRUST
ST STR P500GRW
04,076+4,07604850.09%+485
ALPHABET INC(GOOG)5,2425,568+3261,5071,9900.38%+482
DEERE & CO(DE)7561,359+6034268620.17%+436
ARM HOLDINGS PLC01,037+1,03703680.07%+368
PNC FINL SVCS GROUP INC(PNC)9,1889,216+281,9122,2690.43%+357
MERCK & CO INC(MRK)50,32849,547-7816,0546,3671.22%+313
JOHNSON & JOHNSON(JNJ)31,49731,519+227,6998,0051.53%+306
INTEL CORP(INTC)02,139+2,13902990.06%+299
OKLO INC(OKLO)6,50111,666+5,1653226100.12%+288
SPDR SERIES TRUST
ST STR P500ETF
02,914+2,91402560.05%+256
SPDR SERIES TRUST
ST STR P400MID
03,694+3,69402500.05%+250
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0495+49502360.05%+236
DOVER CORP(DOV)21,31120,802-5094,4424,6660.89%+223
GENUINE PARTS CO(GPC)27,38726,420-9672,8963,1170.60%+221
CROWDSTRIKE HLDGS INC(CRWD)0285+28502170.04%+217
SPDR SERIES TRUST
ST STR SP600 SML
03,542+3,54202040.04%+204
VANGUARD WORLD FD
INF TECH ETF
01,688+1,68802020.04%+202
MICROSOFT CORP(MSFT)057,704+57,704021,5254.12%+21,525
GENERAL DYNAMICS CORP(GD)17,53217,445-876,0176,1801.18%+163
CISCO SYS INC(CSCO)4,1213,942-1793204630.09%+143
ANALOG DEVICES INC(ADI)1,5691,56904996230.12%+124
STATE STR SPDR S&P 500 ETF T(SPY)2,0491,944-1051,3331,4520.28%+119
AMERICAN ELEC PWR CO INC32,74232,221-5214,2924,4080.84%+116
ELI LILLY & CO(LLY)34034003134080.08%+95
VANGUARD INDEX FDS1,2797,430+6,1515596400.12%+82
STATE STR SPDR S&P MIDCAP 40(MDY)855852-35275990.11%+72
FIRST TR EXCHANGE-TRADED FD2,2582,25805285980.11%+69
VANGUARD INDEX FDS690685-54124710.09%+59
MUELLER INDS INC(MLI)4,2854,28504755270.10%+52
ORACLE CORP(ORCL)061,080+61,08008,9511.71%+8,951
GOLDMAN SACHS GROUP INC(GS)31131102633150.06%+51
ISHARES TR1,8411,84102082530.05%+45
UBER TECHNOLOGIES INC(UBER)019,238+19,23801,3880.27%+1,388
INTERNATIONAL BUSINESS MACHS(IBM)1,5201,456-643684090.08%+41
PROVIDENT FINL SVCS INC(PFS)15,58615,58603303680.07%+39
ILLINOIS TOOL WKS INC(ITW)18,27917,724-5554,7584,7940.92%+36
ALLSTATE CORP(ALL)1,0821,08202242570.05%+33
NORFOLK SOUTHN CORP(NSC)739778+392122450.05%+33
PHILIP MORRIS INTL INC(PM)1,8581,85803073360.06%+29
VANGUARD INTL EQUITY INDEX F3,2483,24802442720.05%+28
STATE STR SPDR DOW JONES IND(DIA)45945902132400.05%+27
VANGUARD SPECIALIZED FUNDS1,0201,029+92192430.05%+24
AUTOMATIC DATA PROCESSING IN01,116+1,11602500.05%+250
LINDE PLC(LIN)97097004815030.10%+22
VANGUARD STAR FDS2,6632,66302052280.04%+22
SHERWIN WILLIAMS CO(SHW)83983902692890.06%+20
AFLAC INC(AFL)2,6112,61102863060.06%+20
EMERSON ELEC CO(EMR)1,5361,53602012200.04%+19
CHUBB LIMITED
COM
65765702142240.04%+10
BANK OF NY MELLON CORP1,7311,487-2442052150.04%+10
MASTERCARD INCORPORATED(MA)05,763+5,76302,9600.57%+2,960
YUM BRANDS INC(YUM)1,3481,34802102150.04%+6
AIR PRODUCTS AND CHEMICALS I70170102042060.04%+2
BLACKROCK INC(BLK)80480407737730.15%-0
AMGEN INC(AMGN)1,2161,178-384284270.08%-1
BERKSHIRE HATHAWAY INC DEL840777-634033890.07%-14
ELBIT SYS LTD(ESLT)39539503353000.06%-36
L3HARRIS TECHNOLOGIES INC(LHX)74074002552150.04%-40
PROCTER & GAMBLE CO(PG)28,98628,180-8064,1874,1320.79%-54
SOUTHERN CO(SO)33,35332,810-5433,2193,1400.60%-79
BLACKSTONE INC(BX)021,914+21,91402,5790.49%+2,579
RTX CORPORATION(RTX)36,47936,424-557,0376,9111.32%-126
COREWEAVE INC(CRWV)10,4156,521-3,8948076490.12%-158
NORTHROP GRUMMAN CORP(NOC)1,0181,01806955180.10%-176
CUMMINS INC(CMI)1,009509-5005433630.07%-180
HOME DEPOT INC(HD)29,65727,094-2,5639,7549,5561.83%-198
SPDR SERIES TRUST
ST STR P500ETF
2,6440-2,6442020-202
S&P GLOBAL INC(SPGI)000000
LOWES COS INC(LOW)16,50016,640+1403,8993,6690.70%-229
COMCAST CORP NEW(CCZ)8,1130-8,1132330-233
SALESFORCE INC(CRM)000000
COINBASE GLOBAL INC(COIN)1,3920-1,3922430-243
CHEVRON CORPORATION(CVX)1,1860-1,1862450-245
SPDR GOLD TR(GLD)5770-5772480-248
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