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Rockingstone Advisors LLC 13F holdings

Filed 2026-07-14 · Rockingstone Advisors LLC · 115 positions · $249.1M

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TickerCompanySharesValue% of portfolio
JPSTJ P MORGAN EXCHANGE TRADED F224.8K$11.4M4.6%
TSEMTOWER SEMICONDUCTOR LTD32.2K$8.4M3.4%
XLKSELECT SECTOR SPDR TR37.1K$7.1M2.8%
GOOGLALPHABET INC19.6K$7.0M2.8%
IWMISHARES TR22.7K$6.8M2.7%
NVDANVIDIA CORPORATION33.3K$6.7M2.7%
VGSHVANGUARD SCOTTSDALE FDS109.5K$6.4M2.6%
VTIVANGUARD INDEX FDS17.0K$6.3M2.5%
CRWDCROWDSTRIKE HLDGS INC8.0K$6.1M2.5%
AAPLAPPLE INC19.9K$5.8M2.3%
—CONSTELLIUM SE171.8K$5.5M2.2%
SPYSTATE STR SPDR S&P 500 ETF T7.3K$5.5M2.2%
VOVANGUARD INDEX FDS67.1K$5.4M2.2%
VGKVANGUARD INTL EQUITY INDEX F60.5K$5.4M2.2%
PWRQUANTA SVCS INC7.2K$5.2M2.1%
VEAVANGUARD TAX-MANAGED FDS71.0K$5.1M2.0%
NTRANATERA INC17.1K$4.6M1.9%
NAVNNAVAN INC201.7K$4.6M1.9%
AMZNAMAZON COM INC19.3K$4.6M1.8%
CLSCELESTICA INC12.5K$4.6M1.8%
LLYELI LILLY & CO3.6K$4.3M1.7%
JPMJPMORGAN CHASE & CO11.6K$3.8M1.5%
LINLINDE PLC7.2K$3.8M1.5%
MSFTMICROSOFT CORP9.9K$3.7M1.5%
PMPHILIP MORRIS INTL INC20.3K$3.7M1.5%
BRK-BBERKSHIRE HATHAWAY INC DEL7.3K$3.7M1.5%
IQLTISHARES TR71.2K$3.5M1.4%
TDGTRANSDIGM GROUP INC2.5K$3.3M1.3%
TEVANTEVA PHARMACEUTICAL INDS LTD95.1K$3.2M1.3%
IGVISHARES TR34.6K$3.1M1.3%
XLVSELECT SECTOR SPDR TR19.3K$3.1M1.2%
OMCOMNICOM GROUP INC41.0K$3.0M1.2%
METAMETA PLATFORMS INC5.3K$3.0M1.2%
SPOTSPOTIFY TECHNOLOGY S A6.2K$2.9M1.2%
VYMVANGUARD WHITEHALL FDS17.0K$2.7M1.1%
MAMASTERCARD INCORPORATED5.2K$2.7M1.1%
SPGIS&P GLOBAL INC6.5K$2.7M1.1%
LYVLIVE NATION ENTERTAINMENT IN13.9K$2.5M1.0%
VWOVANGUARD INTL EQUITY INDEX F42.4K$2.5M1.0%
ISRGINTUITIVE SURGICAL INC6.4K$2.5M1.0%
XLFSELECT SECTOR SPDR TR46.1K$2.5M1.0%
CNQCANADIAN NAT RES LTD MED TER62.5K$2.5M1.0%
EQTEQT CORP45.4K$2.4M1.0%
COSTCOSTCO WHOLESALE CORPORATION2.5K$2.3M0.9%
VPLVANGUARD INTL EQUITY INDEX F19.2K$2.2M0.9%
PHOINVESCO EXCHANGE TRADED FD T31.2K$2.2M0.9%
VYMIVANGUARD WHITEHALL FDS20.8K$2.0M0.8%
EFVISHARES TR23.9K$1.8M0.7%
UBERUBER TECHNOLOGIES INC24.9K$1.8M0.7%
VTVANGUARD INTL EQUITY INDEX F11.2K$1.8M0.7%
MKCMCCORMICK & CO INC30.7K$1.5M0.6%
QQQMINVESCO EXCH TRADED FD TR II5.1K$1.5M0.6%
VOOVANGUARD INDEX FDS2.2K$1.5M0.6%
EWJISHARES INC15.5K$1.4M0.6%
QQQINVESCO QQQ TR1.7K$1.3M0.5%
VIGVANGUARD SPECIALIZED FUNDS5.2K$1.2M0.5%
VOEVANGUARD INDEX FDS6.1K$1.2M0.5%
VVISA INC3.5K$1.2M0.5%
VIGIVANGUARD WHITEHALL FDS12.1K$1.1M0.5%
VFVAVANGUARD WELLINGTON FD7.2K$1.1M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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