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Home > Institutional Investor > Rockingstone Advisors Llc > Profile

Instuitional Investor - Rockingstone Advisors Llc

Fund Profile
Filing Period:
Fund Name: Rockingstone Advisors Llc
Portfolio Value $190,202,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 44,870 $7,089,011 3.73%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 138,060 $6,996,881 3.68%
3.
Vanguard Scottsdale Funds
 108,920 $6,402,318 3.37%
4.
Vanguard Index Fds
 18,060 $5,488,976 2.89%
5.
Spotify Technology S.a.
 SPOT 6,348 $4,871,074 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)