Rock Point Advisors, LLC - Portfolio overview

Rock Point Advisors, LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. C - Citigroup, 4.24%
2. TJX - TJX Companies, 3.72%
3. AAPL - Apple Computer, 3.48%

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

Explore securities or join Upside Invest to compare portfolios.