Rock Point Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$369.6M
Q ending 2026-03-31
Prior quarter
$399.5M
Q ending 2025-12-31
Change
-7.5% QoQ · +14.0% YoY
Positions
118
reported holdings

Largest positions

Top 100 of 118 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
CitigroupCShares$16.5M146K
Tjx CompaniesTJXShares$14.5M91K
Apple ComputerAAPLShares$13.6M54K
Kennedy-Wilson HoldingsShares$13.2M1.2M
GoogleGOOGLShares$11.8M41K
Broadcom LtdAVGOShares$11.5M37K
AesAESShares$11.4M806K
Cisco SystemsCSCOShares$11.3M145K
Nextera EnergyNEEShares$11.0M119K
Sony GroupSONYShares$10.7M515K
Aptiv PlcShares$9.7M140K
Delta Air LinesDALShares$9.7M146K
Jefferies Financial GroupJEFShares$9.7M235K
AccentureShares$8.8M44K
American International GroupAIGShares$8.6M115K
SapSAPShares$8.1M47K
W. P. CareyWPCShares$7.6M111K
First Bancorp PrFBPShares$7.6M354K
Rayonier IncRYNShares$7.4M361K
Akamai TechnologiesAKAMShares$7.0M61K
Clearway Energy IncNY4BShares$7.0M178K
Texas InstrumentsTXNShares$6.9M36K
Nexxen InternationalShares$6.7M1.0M
Best BuyBBYShares$6.7M104K
Global Payments IncGPNShares$6.3M94K
Americold Realty Trust IncCOLDShares$5.7M495K
Granite Construction IncGVAShares$5.6M47K
AmerescoAMRCShares$5.4M211K
Chubb CorporationShares$5.2M16K
Atkore International Group Inc ComATKRShares$5.0M86K
MaterialiseMTLSShares$5.0M1.0M
M&T Bank CorporationMTBShares$4.9M24K
LivanovaShares$4.9M77K
CorningGLWShares$4.9M36K
At&TTShares$4.8M167K
StrykerSYKShares$4.3M13K
Evolent Health IncEVHShares$4.1M1.8M
Uber Technologies IncUBERShares$3.8M53K
Veeva Systems IncVEEVShares$3.8M22K
Tetra Tech IncTTEKShares$3.6M119K
Sylvamo CorpSLVMShares$3.5M82K
PfizerPFEShares$3.2M116K
Blackrock Income TrustBKTShares$2.8M268K
PopularBPOPShares$2.6M19K
Hannon Armstrong Sustainable InfraHASIShares$2.5M69K
AutodeskADSKShares$2.5M10K
Annaly Capital MgmtNLYShares$2.2M102K
MicrosoftMSFTShares$1.6M4K
Vanguard Esg Us Stock EtfESGVShares$1.5M14K
Johnson & JohnsonJNJShares$1.3M5K
Market Vectors Gold Miners EtfGDXShares$1.3M14K
Ishares Trust S&PIVVShares$1.3M2K
Micron TechnologyMUShares$1.1M3K
Spdr Portfolio Developed Wld Ex-UsSPDWShares$1.0M22K
Sector Spdr UtilitiesXLUShares$971K21K
Ishares Short-Term National Muni BSUBShares$913K9K
Agnico Eagle MinesAEMShares$879K4K
Vanguard Short-Term BondBSVShares$805K10K
Vanguard Esg International Stock EVSGXShares$800K11K
Ishares Core Us Aggregate BondAGGShares$799K8K
Procter & GamblePGShares$769K5K
General ElectricGEShares$768K3K
American Well Cl A OrdAMWLShares$716K136K
ChevrontexacoCVXShares$706K3K
Ge Vernova Llc ComGEVShares$615K705
Goldman Sachs Access Ultra Short BGSSTShares$600K12K
Vanguard Total Bond Market EtfBNDShares$586K8K
Berkshire Hathaway Cl BBRK/BShares$585K1K
Spdr Inv Grade Floating RateFLRNShares$575K19K
Exxon MobilXOMShares$568K3K
PepsicoPEPShares$563K4K
Ishares National Muni Bond EtfMUBShares$561K5K
Goldman Sachs Access Treasury 0-1 GBILShares$530K5K
Ishares 0-3 Month Treasury Bond EtSGOVShares$528K5K
West Claymore Inflation-Linked SecXWIAXShares$522K65K
Western Asset Intermediate MunSBIShares$514K67K
Royal Gold IncRGLDShares$509K2K
Newmont MiningNEMShares$416K4K
Market Vectors Junior Gold Miners GDXJShares$407K3K
Managed Municipal PortfolioMMUShares$394K38K
Nuveen Amt Free Mun Income FdXNEAXShares$383K34K
J P Morgan ChaseJPMShares$379K1K
Eaton Vance Ltd DurationXEVVXShares$366K39K
International Business MachinesIBMShares$353K1K
Wheaton Precious MetalsWPMShares$351K3K
Spdr Nuveen Barclays St MuniSHMShares$347K7K
Biogen Idec IncBIIBShares$337K2K
Lockheed Martin CorpLMTShares$326K540
Ishares Us Real Estate EtfIYRShares$313K3K
Schwab Us Broad Mkt EtfSCHBShares$307K12K
Ishares Core S&P Mid CapIJHShares$305K5K
CsxCSXShares$296K7K
Regeneron Pharmaceuticals IncREGNShares$294K380
GoogleGOOGShares$287K1K
Schwab Us Small-Cap EtfSCHAShares$286K10K
Vanguard Msci EafeVEAShares$282K4K
Spdr Portfolio S&P 600 Sm Cap EtfSPSMShares$277K6K
Vanguard ConsumerVDCShares$271K1K
Streetracks Gold TrustGLDShares$256K595
Relx PlcRELXShares$251K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.