Rock Point Advisors, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 6, 2026, Rock Point Advisors, Llc disclosed 122 stock positions valued at approximately $408.91M as of quarter-end June 30, 2026. The largest holdings include Citigroup, Apple Computer, and Cisco Systems.

Report Period
June 30, 2026
No. of Stocks
122
Portfolio Value
$408.91M
Holdings by Sector
Rock Point Advisors, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CitigroupCFinancial Services4.86%141,928-3,994-2.74%$19,864,243
Apple ComputerAAPLTechnology3.77%53,323-252-0.47%$15,429,543
Cisco SystemsCSCOTechnology3.55%123,692-21,656-14.90%$14,528,862
GoogleGOOGLCommunication Services3.54%40,493-501-1.22%$14,470,983
TJX CompaniesTJXConsumer Cyclical3.36%90,578-478-0.52%$13,722,567
Broadcom LtdAVGOTechnology2.96%31,989-5,163-13.90%$12,083,845
AESAESUtilities2.87%801,429-4,590-0.57%$11,748,949
Sony GroupSONYTechnology2.83%576,957+61,489+11.93%$11,573,757
Aptiv PlcAPTVOther2.65%176,635+36,622+26.16%$10,841,856
Nextera EnergyNEEUtilities2.57%119,946+1,143+0.96%$10,527,660
Delta Air LinesDALIndustrials2.43%106,052-40,156-27.46%$9,932,830
Jefferies Financial GroupJEFFinancial Services2.37%194,267-40,865-17.38%$9,709,465
Evolent Health IncEVHHealthcare2.28%1,719,886-66,795-3.74%$9,321,782
First BanCorp PRFBPFinancial Services2.24%351,096-3,105-0.88%$9,153,073
Texas InstrumentsTXNTechnology2.18%29,851-5,671-15.96%$8,897,688
American International GroupAIGFinancial Services2.10%115,451+867+0.76%$8,604,563
AccentureACNTechnology2.00%65,756+21,496+48.57%$8,182,677
Best BuyBBYConsumer Cyclical1.95%105,004+1,278+1.23%$7,967,704
W. P. CareyWPCReal Estate1.94%110,733-660-0.59%$7,917,410
SAPSAPTechnology1.93%51,172+4,035+8.56%$7,886,117
Rayonier IncRYNReal Estate1.91%367,726+6,716+1.86%$7,825,209
Global Payments IncGPNIndustrials1.90%107,083+13,009+13.83%$7,769,942
Americold Realty Trust IncCOLDReal Estate1.90%493,140-1,990-0.40%$7,752,161
MaterialiseMTLSTechnology1.80%990,871-24,610-2.42%$7,362,172
Granite Construction IncGVAIndustrials1.79%46,430-319-0.68%$7,339,654
Akamai TechnologiesAKAMTechnology1.61%55,641-5,283-8.67%$6,577,323
Clearway Energy IncCWENUtilities1.48%177,276+177,276+100.00%$6,059,294
AmerescoAMRCIndustrials1.43%211,765+630+0.30%$5,844,714
LivanovaLIVNOther1.42%70,530-6,419-8.34%$5,799,682
M&T Bank CorporationMTBFinancial Services1.38%23,764--$5,656,070
Showing 30 of 122 holdings in the latest reporting period.