Rogco, Lp Portfolio Stock Holdings

According to the SEC 13F filed on July 30, 2026, Rogco, Lp disclosed 218 stock positions valued at approximately $326.69M as of quarter-end June 30, 2026. The largest holdings include iShares Core S&P 500 ETF, iShares Core MSCI EAFE ETF, and Vanguard Total Bond Market ETF.

Report Period
June 30, 2026
No. of Stocks
218
Portfolio Value
$326.69M
Holdings by Sector
Rogco, Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Core S&P 500 ETFIVVOther20.69%90,254-566-0.62%$67,590,318
iShares Core MSCI EAFE ETFIEFAOther7.08%239,379+2,497+1.05%$23,119,224
Vanguard Total Bond Market ETFBNDOther6.48%288,292+12,679+4.60%$21,163,516
Vanguard Short-Term Treasury ETFVGSHOther5.25%294,478+14,582+5.21%$17,138,620
State Street SPDR S/t Corp Bd ETFSPSBOther4.61%501,723+18,988+3.93%$15,056,707
Vanguard Intmdt-Term Trs ETFVGITOther3.77%209,038+10,313+5.19%$12,329,061
iShares Gold TrustIAUOther3.65%158,010+10,010+6.76%$11,931,335
iShares Core MSCI Emerging Markets ETFIEMGOther3.43%135,204-1,879-1.37%$11,200,299
iShares Russell 2500 ETFSMMDOther3.15%112,165+1,054+0.95%$10,277,679
Principal Spectrum Pref Secs Actv ETFPREFOther2.37%406,720+8,610+2.16%$7,752,083
T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research EtfTSPAOther2.14%147,360-325-0.22%$7,004,021
Apple Inc.AAPLTechnology1.79%20,254+57+0.28%$5,860,697
Lincoln Electric Holdings Inc.LECOIndustrials1.63%20,020--$5,315,510
Nvidia Corp CommonNVDATechnology1.34%21,804--$4,362,762
iShares S&P 500 Value ETFIVEOther1.32%18,926--$4,297,338
Alphabet Inc. Class AGOOGLCommunication Services1.29%11,752--$4,199,812
Microsoft Corp.MSFTTechnology1.19%10,438+160+1.56%$3,893,583
iShares S&P 500 Growth ETFIVWOther1.19%28,170+45+0.16%$3,874,220
iShares Short-Term National Muni Bond ETFSUBOther0.99%30,390+421+1.40%$3,235,623
Johnson & JohnsonJNJHealthcare0.92%11,871+99+0.84%$3,014,878
Broadcom IncAVGOTechnology0.89%7,735+26+0.34%$2,921,896
Amazon.com Inc.AMZNConsumer Cyclical0.73%9,993--$2,381,732
Spdr Series Trust State Street S&p 500 Esg EtfEFIVOther0.71%31,802+8+0.03%$2,319,320
Caterpillar Inc.CATIndustrials0.68%2,077-435-17.32%$2,211,797
JPMorgan Chase & Co.JPMFinancial Services0.63%6,268-11-0.18%$2,051,704
Blackrock Funding Inc Ordinary SharesBLKOther0.58%1,958-19-0.96%$1,882,734
Procter & Gamble Co.PGConsumer Defensive0.56%12,582+993+8.57%$1,845,024
Cisco Systems IncCSCOTechnology0.49%13,757+682+5.22%$1,615,897
AbbVie Inc.ABBVHealthcare0.49%6,390-160-2.44%$1,607,980
PepsiCo IncPEPConsumer Defensive0.49%11,744+218+1.89%$1,590,138
Showing 30 of 218 holdings in the latest reporting period.