Institutions / Rock Point Advisors, LLC

Rock Point Advisors, LLC

CIK 1301540 · Institution · as of Mar 31, 2026
Portfolio value
$369.59M
Positions
118
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$369.59M-7.5%
$399.47M$384.53M$369.59MQ4 '25Q1 '26

Positions

118-2.5%
121120118Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 118 →
CompanyClassValueShares% of portfolio
Citigroup Inc$16.55M145,9224.5%
TJX Cos Inc/The$14.54M91,0563.9%
Apple Inc.$13.60M53,5753.7%
Kennedy-Wilson Holdings, Inc.$13.22M1,221,6073.6%
Alphabet Inc.$11.79M40,9943.2%
Broadcom Inc.$11.50M37,1523.1%
Aes Corp$11.36M806,0193.1%
Cisco Systems, Inc.$11.28M145,3483.1%
Nextera Energy Inc$11.03M118,8033.0%
Sony Group CorpSONYADR$10.67M515,4682.9%
Aptiv Plc$9.72M140,0132.6%
Delta Air Lines, Inc.$9.72M146,2082.6%
Jefferies Financial Group Inc.$9.70M235,1322.6%
Accenture plc$8.78M44,2602.4%
American International Group, Inc.$8.62M114,5842.3%
Sap$8.07M47,1372.2%
WP Carey Inc$7.57M111,3932.0%
First BanCorp/Puerto Rico$7.57M354,2012.0%
Rayonier Inc$7.44M361,0102.0%
Akamai Technologies Inc$7.00M60,9241.9%
Clearway Energy, Inc.$6.96M177,6661.9%
Texas Instruments Inc$6.90M35,5221.9%
Nexxen International$6.67M1,023,5871.8%
Best Buy Co Inc$6.66M103,7261.8%
Global Payments Inc$6.33M94,0741.7%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewRayonier Inc$7.44M+361K
361,010
2.01% of portfolio
medium
Q1 2026
as of
ExitPCH
Potlatchdeltic Corp
REIT
$-7.37M-185K
-100.00%
medium
Q1 2026
as of
TrimCitigroup Inc$-5.58M-49K
-25.22%
145,922
4.48% of portfolio
medium
Q1 2026
as of
Exit014491104$-5.39M-261K
-100.00%
medium
Q1 2026
as of
ExitConfluent, Inc.$-5.36M-177K
-100.00%
medium
Q1 2026
as of
TrimCorning Inc /Ny$-4.77M-35K
-49.36%
35,962
1.32% of portfolio
low
Q1 2026
as of
TrimMicron Technology Inc$-4.07M-12K
-78.54%
3,292
0.30% of portfolio
low
Q1 2026
as of
AddBest Buy Co Inc$3.90M+61K
+141.21%
103,726
1.80% of portfolio
low
Q1 2026
as of
ExitGeneral Mills Inc$-3.66M-79K
-100.00%
low
Q1 2026
as of
NewTetra Tech Inc$3.59M+119K
119,051
0.97% of portfolio
low