MondegarAI
Rock Point Advisors, LLC

Q3 2024 · 13F-HR

Rock Point Advisors, LLCholdings as filed

Filed 2024-11-13 · accession 0001301540-24-000008

$366.3M
Reported value
110
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
172967424CCitigroup$16.8M4.58%267,887CommonSOLE
00130H105AESAES$15.3M4.17%760,775CommonSOLE
872540109TJXTJX Companies$14.0M3.83%119,339CommonSOLE
037833100AAPLApple Computer$13.3M3.64%57,228CommonSOLE
47233W109JEFJefferies Financial Group$13.2M3.61%214,686CommonSOLE
30050B101EVHEvolent Health Inc$13.2M3.60%465,782CommonSOLE
489398107KWKennedy-Wilson Holdings$12.2M3.34%1,107,960CommonSOLE
835699307SONYSony Group$12.1M3.31%125,497CommonSOLE
11135F101AVGOBroadcom Ltd$11.4M3.12%66,265CommonSOLE
G6095L109Aptiv Plc$10.6M2.90%147,658CommonSOLE
17275R102CSCOCisco Systems$10.2M2.77%190,785CommonSOLE
G1151C101ACNAccenture$10.0M2.74%28,413CommonSOLE
02361E108AMRCAmeresco$8.8M2.40%232,052CommonSOLE
026874784AIGAmerican International Group$8.5M2.32%115,977CommonSOLE
896818101TG7Triumph Group Inc$8.4M2.29%650,038CommonSOLE
96924N100WLDNWilldan Group Inc$8.3M2.27%203,422CommonSOLE
247361702DALDelta Air Lines$8.2M2.24%161,327CommonSOLE
92936U109WPCW. P. Carey$7.6M2.09%122,662CommonSOLE
577096100MTTR*Matterport Inc$7.5M2.05%1,671,385CommonSOLE
318672706FBPFirst BanCorp PR$6.7M1.83%316,711CommonSOLE
803054204SAPSAP$6.7M1.83%29,229CommonSOLE
37940X102GPNGlobal Payments Inc$6.5M1.77%63,197CommonSOLE
219350105GLWCorning$6.0M1.64%132,910CommonSOLE
92556H2060VVBParamount Global$5.9M1.60%551,845CommonSOLE
02079K305GOOGLGoogle$5.6M1.54%33,907CommonSOLE
18539C105NY4BClearway Energy Inc$5.5M1.50%193,594CommonSOLE
G0751N103ABYEURAtlantica yield plc$5.3M1.45%241,655CommonSOLE
387328107GVAGranite Construction Inc$5.3M1.45%66,816CommonSOLE
863667101SYKStryker$5.1M1.39%14,054CommonSOLE
55261F104MTBM&T Bank Corporation$5.1M1.38%28,445CommonSOLE
737630103PCHPotlatchDeltic Corp$4.9M1.33%108,071CommonSOLE
00206R102TAT&T$4.7M1.29%214,617CommonSOLE
H1467J104CBChubb Corporation$4.7M1.28%16,221CommonSOLE
047649108ATKRAtkore International Group Inc Com$4.6M1.25%54,110CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$4.4M1.21%811,414CommonSOLE
57667T100MTLSMaterialise$4.3M1.16%777,465CommonSOLE
89484T104Nexxen International$4.2M1.15%522,850CommonSOLE
014491104ALEXAlexander & Baldwin Inc$4.1M1.11%211,290CommonSOLE
035710839NLYAnnaly Capital Mgmt$4.0M1.10%200,130CommonSOLE
G51502105JCIJohnson Controls$3.8M1.03%48,628CommonSOLE
882508104TXNTexas Instruments$3.7M1.01%17,988CommonSOLE
00971T101AKAMAkamai Technologies$3.6M0.98%35,540CommonSOLE
733174700BPOPPopular$2.8M0.77%28,146CommonSOLE
717081103PFEPfizer$2.7M0.73%91,770CommonSOLE
871332102SLVMSylvamo Corp$2.5M0.67%28,582CommonSOLE
682189105ONON Semiconductor Corp$2.2M0.61%30,755CommonSOLE
594918104MSFTMicrosoft$1.9M0.53%4,473CommonSOLE
001084102AGCOAgco$1.9M0.52%19,630CommonSOLE
03044L204AMWLAmerican Well Cl A Ord$1.8M0.49%188,093CommonSOLE
09247F209BKTBlackRock Income Trust$1.1M0.30%89,721CommonSOLE
478160104JNJJohnson & Johnson$989,0520.27%6,103CommonSOLE
09253X102XMUIXBlackRock Muni Intermediate Duration Fund$961,8160.26%76,456CommonSOLE
742718109PGProcter & Gamble$954,6370.26%5,512CommonSOLE
670100205NVONovo Nordisk A/S$845,3970.23%7,100CommonSOLE
464288158SUBiShares Short-Term National Muni Bond$782,0890.21%7,365CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$695,4530.19%1,511CommonSOLE
381430529GBILGoldman Sachs Access Treasury 0-1 Yr ETF$675,7540.18%6,738CommonSOLE
713448108PEPPepsico$651,6320.18%3,832CommonSOLE
95766Q106XWIAXWest Claymore Inflation-Linked Securities$625,2270.17%73,126CommonSOLE
381430230GSSTGoldman Sachs Access Ultra Short Bd ETF$616,3390.17%12,171CommonSOLE
921937835BNDVanguard Total Bond Market ETF$605,6120.17%8,063CommonSOLE
958435109SBIWestern Asset Intermediate Mun$550,8350.15%67,175CommonSOLE
369604301GEGeneral Electric$543,1100.15%2,880CommonSOLE
78468R200FLRNSPDR Inv Grade Floating Rate$539,1040.15%17,475CommonSOLE
92189F106GDXMarket Vectors Gold Miners ETF$537,5700.15%13,500CommonSOLE
808524102SCHBSchwab US Broad Mkt ETF$511,0070.14%7,682CommonSOLE
95766M105MMUManaged Municipal Portfolio$498,0980.14%45,950CommonSOLE
962879102WPMWheaton Precious Metals$497,1910.14%8,140CommonSOLE
808524607SCHASchwab US Small-Cap ETF$493,5250.13%9,583CommonSOLE
166764100CVXChevronTexaco$481,4260.13%3,269CommonSOLE
670657105XNEAXNuveen AMT Free Mun Income Fd$480,2360.13%40,120CommonSOLE
921937827BSVVanguard Short-Term Bond$461,5170.13%5,865CommonSOLE
008474108AEMAgnico Eagle Mines$447,1080.12%5,550CommonSOLE
30231G102XOMExxon Mobil$445,2020.12%3,798CommonNONE
27828H105XEVVXEaton Vance Ltd Duration$442,4600.12%42,099CommonSOLE
922908769VTIVanguard Total Stock Mkt$424,7400.12%1,500CommonSOLE
808524508SCHMSchwab US Mid-Cap ETF$405,3960.11%4,879CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$399,4710.11%380CommonSOLE
759530108RELXRelx Plc$376,8320.10%7,940CommonSOLE
056525108BMIBadger Meter$371,2970.10%1,700CommonSOLE
808524805SCHFSchwab International Equity ETF$360,1290.10%8,758CommonSOLE
09062X103BIIBBiogen Idec Inc$356,6660.10%1,840CommonSOLE
459200101IBMInternational Business Machines$350,4120.10%1,585CommonSOLE
539830109LMTLockheed Martin Corp$344,8900.09%590CommonSOLE
883556102TMOThermo Fisher Scientific$338,9760.09%548CommonSOLE
78468R739SHMSPDR Nuveen Barclays ST Muni$336,9800.09%7,000CommonSOLE
808524201SCHXSchwab US Large Cap ETF$336,2650.09%4,956CommonSOLE
85859N102Stem Inc$332,2680.09%954,245CommonSOLE
921909768VXUSVanguard Total International Stock ETF$301,0410.08%4,650CommonSOLE
780287108RGLDRoyal Gold Inc$294,6300.08%2,100CommonSOLE
00287Y109ABBVAbbVie$282,9890.08%1,433CommonSOLE
254687106DISWalt Disney$276,7390.08%2,877CommonSOLE
02079K107GOOGGoogle$267,6710.07%1,601CommonSOLE
89832Q109TFCTruist Finl Corp Com$251,2740.07%5,875CommonSOLE
126408103CSXCSX$248,6160.07%7,200CommonSOLE
532457108LLYEli Lilly$248,0630.07%280CommonSOLE
92203J407BNDXVanguard Total International Bond ETF$243,8580.07%4,850CommonSOLE
78409V104SPGIS&Pglobal Inc Com$232,4790.06%450CommonSOLE
437076102HDHome Depot$226,9120.06%560CommonSOLE
46625H100JPMJ P Morgan Chase$223,9330.06%1,062CommonSOLE
56585A102MPCMarathon Petroleum Corp$222,5350.06%1,366CommonSOLE
58933Y105MRKMerck$221,5560.06%1,951CommonSOLE
438516106HONHoneywell International$220,9730.06%1,069CommonSOLE
67066G104NVDANvidia Corp$217,3780.06%1,790CommonSOLE
808524862SCHOSchwab Short-Term U.S. Treasury ETF$211,5450.06%4,319CommonSOLE
921943858VEAVanguard MSCI Eafe$211,2400.06%4,000CommonSOLE
381430438GSEWGoldman Sachs Equal Wght US Lg Cp Eq ETF$209,4150.06%2,703CommonSOLE
651639106NEMNewmont Mining$208,3480.06%3,898CommonSOLE
880198205SABASaba Capital Income & Opp Fund$174,3530.05%20,488CommonSOLE
30320C103FTCIFTC Solar Inc$9,6410.00%14,166CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.