Long-term investor
Rock Point Advisors, LLC @rockpointadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001301540).
Record
- Tracked since 2025-06-30 (477 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days -3.7% · 6 months +5.6% · 1 year +2.4% · all +2.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- C · 4.9% · long · since 2025-06-30
- 037833100 · 3.8% · long · since 2025-06-30
- CSCO · 3.6% · long · since 2025-06-30
- 02079K305 · 3.5% · long · since 2025-06-30
- TJX · 3.4% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- AES · 2.9% · long · since 2025-06-30
- SONY · 2.8% · long · since 2025-06-30
- G3265R107 · 2.7% · long · since 2025-06-30
- NEE · 2.6% · long · since 2025-06-30
- DAL · 2.4% · long · since 2025-06-30
- JEF · 2.4% · long · since 2025-06-30