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Home > Institutional Investor > Rock Point Advisors, Llc > Profile

Instuitional Investor - Rock Point Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rock Point Advisors, Llc
Portfolio Value $408,909,239
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Citigroup Inc
 C 141,928 $19,864,243 4.86%
2.
Apple Inc.
 AAPL 53,323 $15,429,543 3.77%
3.
Cisco Systems Inc.
 CSCO 123,692 $14,528,862 3.55%
4.
Alphabet Inc.
 GOOGL 40,493 $14,470,983 3.54%
5.
Tjx Companies Inc
 TJX 90,578 $13,722,567 3.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.