Rockingstone Advisors LLC
Top Portfolio Positions
49 positions ·
$118,844,295 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
Technology
|
33,276 | $5,839,272 | 4.91% | |
| NVDA |
Nvidia Corp
Technology
|
32,718 | $5,706,019 | 4.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,392 | $5,576,363 | 4.69% | |
| AAPL |
Apple Inc.
Technology
|
19,489 | $4,946,113 | 4.16% | |
| CSTM |
Constellium SE
Basic Materials
|
191,837 | $4,715,353 | 3.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,098 | $4,616,113 | 3.88% | |
| PWR |
Quanta Services, Inc.
Industrials
|
7,239 | $3,974,355 | 3.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,812 | $3,917,975 | 3.30% | |
| MSFT |
Microsoft Corp
Technology
|
9,777 | $3,619,152 | 3.05% | |
| BKR |
Baker Hughes Co
Energy
|
58,296 | $3,558,970 | 2.99% |
Portfolio Trend
14 quarters · across all stocks
Holdings in AGRO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,043 | 17,180 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $149,440 | 18,845 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $147,744 | 18,845 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $168,587 | 18,445 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $208,264 | 18,645 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $170,164 | 18,045 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $259,499 | 26,670 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $336,330 | 30,520 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $293,373 | 26,430 | Shares | Sole | 2024-07-09 | |
| No 13F history on record for this holder in this stock. | ||||||