Rockingstone Advisors LLC - Portfolio overview
Rockingstone Advisors LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-09.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- JPST - J P MORGAN EXCHANGE TRADED F, 4.06%
- VGSH - VANGUARD SCOTTSDALE FDS, 2.73%
- TSEM - TOWER SEMICONDUCTOR LTD, 2.65%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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