Rock Point Advisors, LLC

CIK: 0001301540Latest portfolio: $399.5M · Q4 2025

Holdings

121

Total Value

$399.5M

New Positions

7

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
TRVCCitigroup
195,132$22.8M5.70%-9,235
2
AAPLApple Computer
54,698$14.9M3.72%-13
3
TJXTJX Companies
92,965$14.3M3.57%-605
4
CSCOCisco Systems
176,128$13.6M3.40%-1,297
5
GOOGLGoogle
41,988$13.1M3.29%-1,416
6
AVGOBroadcom Ltd
37,681$13.0M3.26%-279
7
AESAES
845,807$12.1M3.04%-86,970
8
KWKennedy-Wilson Holdings
1,244,907$12.0M3.01%-184,453
9
ACNAccenture
43,902$11.8M2.95%+164
10
SONYSony Group
453,752$11.6M2.91%+15K
11
JEFJefferies Financial Group
180,372$11.2M2.80%+7K
12
APTVAptiv Plc
140,966$10.7M2.69%-484
13
DALDelta Air Lines
150,608$10.5M2.62%-2,030
14
NEENextera Energy
121,023$9.7M2.43%-424
15
AIGAmerican International Group
104,680$9.0M2.24%+3K
16
SAPSAP
33,569$8.2M2.04%+13K
17
FBPFirst BanCorp PR
360,611$7.5M1.87%+39K
18
PCHPotlatchDeltic Corp
185,294$7.4M1.84%+2K
19
WPCW. P. Carey
113,292$7.3M1.83%+302
20
GVAGranite Construction Inc
58,819$6.8M1.70%-440
21
AKAMAkamai Technologies
76,722$6.7M1.68%-2,215
22
CWEN/AClearway Energy Inc
207,183$6.5M1.63%-246
23
TXNTexas Instruments
36,301$6.3M1.58%+2K
24
COLDAmericold Realty Trust Inc
488,740$6.3M1.57%+39K
25
GLWCorning
71,016$6.2M1.56%-2,169

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NEXN951K+283K
ALEX261K+44K
FBP361K+39K
COLD489K+39K
LIVN78K+20K
CFLT177K+19K
SONY454K+15K
BBY43K+14K
SAP34K+13K
XLU24K+12K

Decreased Positions

NameSharesChange
KW1.2M-184453
AMWL134K-125587
AES846K-86970
AMRC192K-58230
GIS79K-14932
TRVC195K-9235
PFE116K-7834
NLY152K-7658
SABA12K-4750
XNEAX34K-3900

Sector Breakdown

Financial Services0.0% ($1.1177895574755034e+131T)
Technology0.0% ($1.4870135671304111e+66T)
Healthcare0.0% ($4.828476046322884e+36T)
Unknown0.0% ($2.2769737065095797e+24T)
Industrials0.0% ($104526784590556168192.0T)
Communication Services0.0% ($1314262164124.3T)
Real Estate0.0% ($120387291628.6T)
Basic Materials0.0% ($3963810444.4T)
Consumer Cyclical0.0% ($14280.1T)
Utilities0.0% ($121.3T)
Consumer Defensive0.0% ($3.7T)
Energy0.0% ($494.4M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$399.5M121
Q3 2025Nov 12, 2025$377.4B117
Q2 2025Aug 14, 2025$354.5B109
Q1 2025Apr 30, 2025$324.2B106
Q4 2024Feb 13, 2025$343.0B105

Fund Information

CIK0001301540
Most Recent FilingFeb 4, 2026
Number of Filings5

Rock Point Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $399.5M across 121 holdings. The largest position is Citigroup (TRVC), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.