Shelter Rock Management, LLC - Portfolio overview

Shelter Rock Management, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 8.56%
2. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 8.47%
3. ORLY - OREILLY AUTOMOTIVE INC, 7.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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