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Holders — by stockHoldings — by fund

Rock Point Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001301540

$408.9M

disclosed book value

123

positions

4.9%

largest position share

Positions, as of 2026-06-30

top 100 of 123 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CCitigroup141,928$19.9M4.9%
2AAPLApple Computer53,323$15.4M3.8%
3CSCOCisco Systems123,692$14.5M3.6%
4GOOGLGoogle40,493$14.5M3.5%
5TJXTJX Companies90,578$13.7M3.4%
6AVGOBroadcom Ltd31,989$12.1M3%
7AESAES801,429$11.7M2.9%
8SONYSony Group576,957$11.6M2.8%
9Aptiv Plc176,635$10.8M2.7%
10NEENextera Energy119,946$10.5M2.6%
11DALDelta Air Lines106,052$9.9M2.4%
12JEFJefferies Financial Group194,267$9.7M2.4%
13EVHEvolent Health Inc1.7M$9.3M2.3%
14FBPFirst BanCorp PR351,096$9.2M2.2%
15TXNTexas Instruments29,851$8.9M2.2%
16AIGAmerican International Group115,451$8.6M2.1%
17Accenture65,756$8.2M2%
18BBYBest Buy105,004$8.0M1.9%
19WPCW. P. Carey110,733$7.9M1.9%
20SAPSAP51,172$7.9M1.9%
21RYNRayonier Inc367,726$7.8M1.9%
22GPNGlobal Payments Inc107,083$7.8M1.9%
23COLDAmericold Realty Trust Inc493,140$7.8M1.9%
24Nexxen International843,222$7.6M1.9%
25MTLSMaterialise990,871$7.4M1.8%
26GVAGranite Construction Inc46,430$7.3M1.8%
27AKAMAkamai Technologies55,641$6.6M1.6%
28CWENClearway Energy Inc177,276$6.1M1.5%
29AMRCAmeresco211,765$5.8M1.4%
30Livanova70,530$5.8M1.4%
31MTBM&T Bank Corporation23,764$5.7M1.4%
32ATKRAtkore International Group Inc Com71,688$5.5M1.3%
33GLWCorning21,225$5.4M1.3%
34Chubb Corporation15,869$5.4M1.3%
35SLVMSylvamo Corp139,583$5.3M1.3%
36VEEVVeeva Systems Inc29,671$5.3M1.3%
37SYKStryker16,171$5.1M1.2%
38ABTAbbott Laboratories50,762$4.6M1.1%
39TTEKTetra Tech Inc151,137$4.4M1.1%
40OTISOTIS Worldwide Corp-Wi60,101$4.3M1.1%
41TAT&T189,435$3.9M1%
42UBERUber Technologies Inc53,677$3.9M0.9%
43ADSKAutodesk19,446$3.8M0.9%
44AMTAmerican Tower19,722$3.2M0.8%
45BPOPPopular18,927$3.1M0.8%
46BKTBlackRock Income Trust273,482$2.9M0.7%
47PFEPfizer114,885$2.8M0.7%
48HASIHannon Armstrong Sustainable Infrastructure Capita68,877$2.7M0.7%
49NLYAnnaly Capital Mgmt102,427$2.3M0.6%
50ESGVVanguard ESG US Stock ETF14,500$1.9M0.5%
51MSFTMicrosoft4,397$1.6M0.4%
52IVVIshares TRUST S&P1,936$1.4M0.4%
53JNJJohnson & Johnson5,473$1.4M0.3%
54AMWLAmerican Well Cl A Ord134,359$1.2M0.3%
55SPDWSPDR Portfolio Developed Wld ex-US ETF22,047$1.1M0.3%
56GDXMarket Vectors Gold Miners ETF14,232$1.1M0.3%
57GEGeneral Electric2,708$1.0M0.2%
58VSGXVanguard ESG International Stock ETF11,750$967,4950.2%
59XLUSector SPDR Utilities20,603$934,1400.2%
60SUBiShares Short-Term National Muni Bond8,157$868,4760.2%
61SGOViShares 0-3 Month Treasury Bond ETF8,515$857,2050.2%
62BSVVanguard Short-Term Bond10,510$818,8340.2%
63GEVGe Vernova Llc Com684$803,6040.2%
64AGGiShares Core US Aggregate Bond8,036$795,4030.2%
65PGProcter & Gamble5,326$780,9690.2%
66AEMAgnico Eagle Mines4,179$648,2880.2%
67BRK/BBerkshire Hathaway Cl B1,220$610,4760.1%
68GSSTGoldman Sachs Access Ultra Short Bd ETF11,875$600,5780.1%
69BNDVanguard Total Bond Market ETF7,955$583,9770.1%
70FLRNSPDR Inv Grade Floating Rate18,670$575,9700.1%
71MUBishares National Muni Bond ETF5,308$571,2470.1%
72CVXChevronTexaco3,359$556,7880.1%
73GBILGoldman Sachs Access Treasury 0-1 Yr ETF5,288$529,6460.1%
74XWIAXWest Claymore Inflation-Linked Securities64,627$525,4180.1%
75SBIWestern Asset Intermediate Mun64,425$507,0250.1%
76PEPPepsico3,623$490,5540.1%
77EXMOCExxon Mobil3,339$456,5080.1%
78JPMJ P Morgan Chase1,290$422,2560.1%
79XNEAXNuveen AMT Free Mun Income Fd34,090$400,2170.1%
80RGLDRoyal Gold Inc2,000$399,2200.1%
81BIIBBiogen Idec Inc1,840$397,5500.1%
82MMUManaged Municipal Portfolio37,284$388,4990.1%
83IBMInternational Business Machines1,347$378,7900.1%
84XEVVXEaton Vance Ltd Duration38,749$363,0780.1%
85NEMNewmont Mining3,840$358,6560.1%
86SCHBSchwab US Broad Mkt ETF12,243$354,5570.1%
87IJHIshares Core S&P Mid Cap4,544$350,3880.1%
88GOOGGoogle991$350,1500.1%
89SHMSPDR Nuveen Barclays ST Muni7,250$347,7460.1%
90SCHASchwab US Small-Cap ETF9,586$346,3420.1%
91CSXCSX7,200$342,2160.1%
92GDXJMarket Vectors Junior Gold Miners ETF3,387$332,7730.1%
93SPSMSPDR Portfolio S&P 600 Sm Cap ETF5,728$330,3340.1%
94IYRIshares US Real Estate ETF3,185$325,6660.1%
95NVONovo Nordisk A/S6,700$321,1980.1%
96IEFAiShares Core MSCI EAFE3,290$317,7480.1%
97VEAVanguard MSCI Eafe4,379$312,0040.1%
98WPMWheaton Precious Metals2,680$301,0180.1%
99QQQMInvesco NASDAQ 100 ETF950$287,8220.1%
100ABBVAbbVie1,106$278,3140.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.