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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002027176

Rockingstone Advisors LLC

GREAT BARRINGTON, MA · File #028-24217

Latest AUM
$219.5M
Positions
112
Top-10 Concentration
32.3%
Filings
13

Sector Allocation

Technology
14.4%$31.6M
Financials
6.0%$13.3M
Healthcare
5.1%$11.2M
Materials
3.3%$7.2M
Industrials
2.0%$4.4M
Energy
1.1%$2.4M
Consumer Staples
0.3%$724,813

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1J P MORGAN EXCHANGE TRADED F46641Q837171,070$8.7M4.76%
2NVIDIA CORPORATIONNVDA32,971$6.1M3.38%
3ALPHABET INCGOOG19,282$6.0M3.32%
4VANGUARD SCOTTSDALE FDS92206C102101,260$5.9M3.27%
5VANGUARD INDEX FDS92290876916,990$5.7M3.13%
6ISHARES TR46428765522,219$5.5M3.01%
7SELECT SECTOR SPDR TR81369Y80336,914$5.3M2.92%
8TOWER SEMICONDUCTOR LTDTSEM45,100$5.3M2.91%
9APPLE INCAAPL19,424$5.3M2.90%
10SPDR S&P 500 ETF TRSPY7,244$4.9M2.72%
11VANGUARD INDEX FDS92290862916,700$4.8M2.67%
12VANGUARD INTL EQUITY INDEX F92204287457,702$4.8M2.65%
13MICROSOFT CORPMSFT9,796$4.7M2.61%
14VANGUARD TAX-MANAGED FDS92194385870,974$4.4M2.44%
15AMAZON COM INCAMZN18,690$4.3M2.37%
16CELESTICA INCCLS14,353$4.2M2.33%
17CONSTELLIUM SECSTM219,227$4.1M2.27%
18NATERA INCNTRA17,018$3.9M2.14%
19CROWDSTRIKE HLDGS INCCRWD8,064$3.8M2.08%
20ELI LILLY & COLLY3,502$3.8M2.07%