Rock Point Advisors, LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$369.6M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$C
Citigroup
Held since at least Q1 2024
4.5%
02
$TJX
TJX Companies
Held since at least Q1 2024
3.9%
03
$AAPL
Apple Computer
Held since at least Q1 2024
3.7%
04
$KW
Kennedy-Wilson Holdings
Held since at least Q1 2024
3.6%
05
$GOOGL
Google
Q1 2026: New position (750 shares)
3.2%
06
$AVGO
Broadcom Ltd
Held since at least Q1 2024
3.1%
07
$AES
AES
Held since at least Q1 2024
3.1%
08
$CSCO
Cisco Systems
Held since at least Q1 2024
3.1%
09
$NEE
Nextera Energy
Held since at least Q1 2024
3.0%
10
$SONY
Sony Group
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:39 UTC.