Rockingstone Advisors LLC holds a diversified book of 115 stocks worth $249.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Navan Inc-CL A and trimmed Tower Semiconductor Ltd. Their largest long position is JPMorgan Ultra-Short Income at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2027176/holdings"
Use Arkolith to show Rockingstone Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rockingstone Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $515.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $430.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $385.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $145.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $143.7B |
| UBS Group AG | 80 / 80 | $137.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $91.0B |
| LPL Financial LLC | 80 / 80 | $81.4B |
Ranked by how many of Rockingstone Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $11.4M | 224.8K | 4.6% | ▲+27% Added · +48K sh | |
| 2 | Tower Semiconductor Ltd SHS NEW | $8.4M | 32.2K | 3.4% | ▼−3.2% Reduced · −1K sh | |
| 3 | Select Sector SPDR TR ST STR TECHN ETF | $7.1M | 37.1K | 2.8% | ▲+1.3% Added · +470 sh | |
| 4 | Alphabet Inc CAP STK CL A | $7.0M | 19.6K | 2.8% | ▲+1.2% Added · +225 sh | |
| 5 | Ishares TR RUSSELL 2000 ETF | $6.8M | 22.7K | 2.7% | ▲+1.4% Added · +305 sh | |
| 6 | Nvidia Corporation COM | $6.7M | 33.3K | 2.7% | ▲+1.6% Added · +537 sh | |
| 7 | Vanguard Scottsdale FDS SHORT TERM TREAS | $6.4M | 109.5K | 2.6% | ▲+6.7% Added · +7K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $6.3M | 17.0K | 2.5% | —Held | |
| 9 | Crowdstrike Hldgs Inc CL A | $6.1M | 8.0K | 2.5% | ▲+0.3% Added · +28 sh | |
| 10 | Apple Inc COM | $5.8M | 19.9K | 2.3% | ▲+2.0% Added · +390 sh | |
| 11 | Constellium SE CL A SHS | $5.5M | 171.8K | 2.2% | ▼−10% Reduced · −20K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $5.5M | 7.3K | 2.2% | ▲+3.3% Added · +232 sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $5.4M | 67.1K | 2.2% | ▲+302% Added · +50K sh | |
| 14 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $5.4M | 60.5K | 2.2% | ▲+4.3% Added · +2K sh | |
| 15 | Quanta Svcs Inc COM | $5.2M | 7.2K | 2.1% | ▼−0.1% Reduced · −11 sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.1M | 71.0K | 2.0% | ▲+0.5% Added · +355 sh | |
| 17 | Natera Inc COM | $4.6M | 17.1K | 1.9% | ▲+0.8% Added · +134 sh | |
| 18 | Navan Inc CL A | $4.6M | 201.7K | 1.9% | ▲New New position | |
| 19 | Amazon Com Inc COM | $4.6M | 19.3K | 1.8% | ▲+2.7% Added · +508 sh | |
| 20 | Celestica Inc COM | $4.6M | 12.5K | 1.8% | ▼−0.6% Reduced · −70 sh | |
| 21 | Eli Lilly & Co COM | $4.3M | 3.6K | 1.7% | ▲+3.2% Added · +112 sh | |
| 22 | JPMorgan Chase & Co COM | $3.8M | 11.6K | 1.5% | ▲+1.4% Added · +160 sh | |
| 23 | Linde PLC SHS | $3.8M | 7.3K | 1.5% | ▲+1.2% Added · +89 sh | |
| 24 | Microsoft Corp COM | $3.7M | 9.9K | 1.5% | ▲+0.9% Added · +87 sh | |
| 25 | Philip Morris Intl Inc COM | $3.7M | 20.3K | 1.5% | ▲+0.3% Added · +59 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $3.7M | 7.3K | 1.5% | ▲+3.5% Added · +248 sh | |
| 27 | Ishares TR MSCI INTL QUALTY | $3.5M | 71.2K | 1.4% | ▲+0.7% Added · +475 sh | |
| 28 | Transdigm Group Inc COM | $3.3M | 2.5K | 1.3% | ▲+0.2% Added · +6 sh | |
| 29 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $3.2M | 95.1K | 1.3% | ▲+2.1% Added · +2K sh | |
| 30 | Ishares TR EXPANDED TECH | $3.1M | 34.6K | 1.3% | ▲+7.6% Added · +2K sh | |
| 31 | Select Sector SPDR TR ST STR CARE ETF | $3.1M | 19.3K | 1.2% | ▼−17% Reduced · −4K sh | |
| 32 | Omnicom Group Inc COM | $3.0M | 41.0K | 1.2% | ▼−1.1% Reduced · −471 sh | |
| 33 | Meta Platforms Inc CL A | $3.0M | 5.3K | 1.2% | ▲+4.9% Added · +248 sh | |
| 34 | Spotify Technology S A SHS | $2.9M | 6.2K | 1.2% | ▼−1.2% Reduced · −74 sh | |
| 35 | Vanguard Whitehall FDS HIGH DIV YLD | $2.7M | 17.0K | 1.1% | ▲+1.0% Added · +170 sh | |
| 36 | Mastercard Incorporated CL A | $2.7M | 5.2K | 1.1% | ▼−4.7% Reduced · −260 sh | |
| 37 | S&P Global Inc COM | $2.7M | 6.5K | 1.1% | ▼−2.7% Reduced · −183 sh | |
| 38 | Live Nation Entertainment In COM | $2.5M | 13.9K | 1.0% | ▲+6.5% Added · +850 sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.5M | 42.4K | 1.0% | ▲+25% Added · +9K sh | |
| 40 | Intuitive Surgical Inc COM NEW | $2.5M | 6.4K | 1.0% | ▲~0% Added · +1 sh | |
| 41 | Select Sector SPDR TR ST STR FINL ETF | $2.5M | 46.1K | 1.0% | ▲+3.7% Added · +2K sh | |
| 42 | Canadian Nat Res Ltd Med Ter COM | $2.5M | 62.5K | 1.0% | ▲+0.1% Added · +96 sh | |
| 43 | Eqt Corp COM | $2.4M | 45.4K | 1.0% | ▲+0.8% Added · +367 sh | |
| 44 | Costco Wholesale Corporation COM | $2.3M | 2.5K | 0.9% | ▲+2.2% Added · +54 sh | |
| 45 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $2.2M | 19.2K | 0.9% | ▲+10% Added · +2K sh | |
| 46 | Invesco Exchange Traded FD T WATER RES ETF | $2.2M | 31.2K | 0.9% | ▲+0.4% Added · +125 sh | |
| 47 | Vanguard Whitehall FDS INTL HIGH ETF | $2.0M | 20.8K | 0.8% | ▲+3.4% Added · +685 sh | |
| 48 | Ishares TR EAFE VALUE ETF | $1.8M | 23.9K | 0.7% | ▲+6.2% Added · +1K sh | |
| 49 | Uber Technologies Inc COM | $1.8M | 24.9K | 0.7% | ▼−2.5% Reduced · −639 sh | |
| 50 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.8M | 11.2K | 0.7% | ▲+2.0% Added · +225 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.