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Rock Point Advisors, LLC

All holdings · as of Mar 31, 2026

118 positions

CompanyClassValueShares% of portfolio
Market Vectors Gold Miners ETF$1.32M14,3320.4%
Ishares TRUST S&P$1.31M2,0060.4%
MICRON TECHNOLOGY INC$1.11M3,2920.3%
SPDR Portfolio Developed Wld ex-US ETF$1.02M22,3950.3%
Sector SPDR Utilities$971.4K21,1680.3%
iShares MSCI UAE ETF$913.0K8,5730.2%
Agnico Eagle Mines$878.7K4,3290.2%
Vanguard Short-Term Bond$804.9K10,2650.2%
Vanguard ESG International Stock ETF$799.8K11,1500.2%
iShares Core US Aggregate Bond$798.7K8,0460.2%
PROCTER & GAMBLE Co$769.3K5,3260.2%
GENERAL ELECTRIC CO$768.4K2,7080.2%
American Well Corp$715.8K136,0860.2%
CHEVRON CORP$706.4K3,4140.2%
GE Vernova Inc.$615.4K7050.2%
Goldman Sachs Access Ultra Short Bd ETF$600.3K11,8750.2%
Vanguard Total Bond Market ETF$585.8K7,9550.2%
Warren E. Buffett$584.6K1,2200.2%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$574.7K18,6700.2%
EXXON MOBIL CORP$568.2K3,3490.2%
PEPSICO INC$562.6K3,6230.2%
ishares National Muni Bond ETF$560.8K5,2830.2%
Goldman Sachs Access Treasury 0-1 Yr ETF$529.8K5,2880.1%
iShares 0-3 Month Treasury Bond ETF$528.5K5,2500.1%
West Claymore Inflation-Linked Securities$522.2K64,6270.1%
Western Asset Intermediate Mun$514.0K66,9250.1%
ROYAL GOLD INC$509.0K2,0000.1%
Newmont Corp$415.7K3,8400.1%
Market Vectors Junior Gold Miners ETF$406.6K3,3870.1%
Managed Municipal Portfolio$393.9K38,3170.1%
Nuveen AMT Free Mun Income Fd$382.8K34,0900.1%
JPMORGAN CHASE & CO$379.5K1,2900.1%
Eaton Vance Ltd Duration$366.2K38,7490.1%
INTERNATIONAL BUSINESS MACHINES CORP$353.2K1,4570.1%
Wheaton Precious Metals$351.1K2,6800.1%
SPDR Nuveen Barclays ST Muni$346.8K7,2500.1%
BIOGEN INC.$337.3K1,8400.1%
LOCKHEED MARTIN CORP$326.4K5400.1%
Ishares US Real Estate ETF$313.0K3,3100.1%
Schwab US Broad Mkt ETF$307.3K12,2430.1%
Ishares Core S&P Mid Cap$305.0K4,5160.1%
CSX CORP$295.6K7,2000.1%
REGENERON PHARMACEUTICALS, INC.$293.6K3800.1%
Alphabet Inc.$287.1K1,0010.1%
Schwab US Small-Cap ETF$286.0K9,8360.1%
Vanguard MSCI Eafe$282.2K4,4040.1%
SPDR Portfolio S&P 600 Sm Cap ETF$276.9K5,7310.1%
Vanguard Consumer$270.6K1,2050.1%
Streetracks Gold Trust$256.0K5950.1%
Relx Plc$250.6K7,5600.1%
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