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Rockingstone Advisors Llc

Portfolio Manager
Rockingstone Advisors LLC
Performance
-1.60% (2026 Q1)
AUM (13F)
$217.96M
# of Holdings
113
Performance Rank
Allocation (Top 20)
45.2%

Rockingstone Advisors Llc Holdings Map

Top 50 Rockingstone Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JPST
J P MORGAN EXCHANGE TRADED F
4.1%176.6K$8.9M
+3.20%(+5.48K)
2025-Q1: 335.4K shares2025-Q2: 138.1K shares2025-Q3: 182.8K shares2025-Q4: 171.1K shares2026-Q1: 176.6K shares
$50.46(-0.00%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
2.76%102.7K$6.0M
+1.40%(+1.42K)
2025-Q1: 182.4K shares2025-Q2: 108.9K shares2025-Q3: 108.7K shares2025-Q4: 101.3K shares2026-Q1: 102.7K shares
$58.51(-0.41%)
2026-03-31
TSEM
TOWER SEMICONDUCTOR LTD
2.68%33.3K$5.8M
-26.22%(-11.82K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.1K shares2026-Q1: 33.3K shares
$94.86(+137.75%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.62%32.7K$5.7M
-0.77%(-253)
2025-Q1: 54.3K shares2025-Q2: 44.9K shares2025-Q3: 40.3K shares2025-Q4: 33.0K shares2026-Q1: 32.7K shares
$13.47(+1359.33%)
2026-03-31
GOOGL
ALPHABET INC
2.56%19.4K$5.6M
+0.57%(+110)
2025-Q1: 25.8K shares2025-Q2: 19.3K shares2025-Q3: 19.0K shares2025-Q4: 19.3K shares2026-Q1: 19.4K shares
$97.13(+299.92%)
2026-03-31
IWM
ISHARES TR
2.55%22.4K$5.6M
+0.86%(+192)
2025-Q1: 22.3K shares2025-Q2: 18.6K shares2025-Q3: 20.4K shares2025-Q4: 22.2K shares2026-Q1: 22.4K shares
$186.03(+51.89%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.5%17.0K$5.5M
+0.06%(+10)
2025-Q1: 18.0K shares2025-Q2: 18.1K shares2025-Q3: 17.0K shares2025-Q4: 17.0K shares2026-Q1: 17.0K shares
$193.87(+84.14%)
2026-03-31
AAPL
APPLE INC
2.27%19.5K$4.9M
+0.33%(+65)
2025-Q1: 25.3K shares2025-Q2: 19.3K shares2025-Q3: 19.4K shares2025-Q4: 19.4K shares2026-Q1: 19.5K shares
$144.10(+97.21%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
2.24%36.7K$4.9M
-0.69%(-253)
2025-Q1: 21.8K shares2025-Q2: 18.6K shares2025-Q3: 18.0K shares2025-Q4: 36.9K shares2026-Q1: 36.7K shares
$65.38(+153.34%)
2026-03-31
VO
VANGUARD INDEX FDS
2.2%16.7K$4.8M
-0.06%(-10)
2025-Q1: 16.4K shares2025-Q2: 12.7K shares2025-Q3: 14.5K shares2025-Q4: 16.7K shares2026-Q1: 16.7K shares
$56.85(+36.68%)
2026-03-31

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