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Brandt Sakakeeny

@Rockingstone Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$226.378MTotal holdings103
Assets growth rate11.19%Assets growth rate (2-Q avg)7.84%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rockingstone Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Rockingstone Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 226.378M in assets, with a quarterly growth rate of 11.19% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Brandt Sakakeeny, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLRNSpdr Ser Tr
Recent Activity
Exited
0%
$529,972
17,179 shares@ $30.85 avg price
ACNAccenture Plc Ireland
Recent Activity
Exited
0%
$515,727
1,459 shares@ $353.48 avg price
EZUIshares Inc
Recent Activity
Exited
0%
$470,070
9,000 shares@ $52.23 avg price
RRRRed Rock Resorts Inc
Recent Activity
Exited
0%
$258,862
4,755 shares@ $54.44 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$236,418
1,365 shares@ $173.2 avg price
VTVVanguard Index Fds
Recent Activity
Exited
0%
$227,116
1,301 shares@ $174.58 avg price