Rockingstone Advisors LLC — 13F holdings

Rockingstone Advisors LLC reported 112 holdings worth $249M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. JPST J P MORGAN EXCHANGE TRADED F — $12.2M (4.9%)
2. CRWD CROWDSTRIKE HLDGS INC — $8.26M (3.3%)
3. NVDA NVIDIA CORPORATION — $7.53M (3.0%)
4. XLK SELECT SECTOR SPDR TR — $7.16M (2.9%)
5. NTRA NATERA INC — $7.00M (2.8%)
6. TSEM TOWER SEMICONDUCTOR LTD — $6.89M (2.8%)
7. GOOGL ALPHABET INC — $6.65M (2.7%)
8. AAPL APPLE INC — $6.60M (2.7%)
9. VTI VANGUARD INDEX FDS — $6.39M (2.6%)
10. IWM ISHARES TR — $6.31M (2.5%)