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Altar Rock LLC Portfolio
$68.4M across 77 positions as of 2026-06-30, with 57% of it in the ten largest. 3 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.7% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AVDEAvantis International Equity ETF | $5.7M | 8.3% | 63,499 |
| AVLVAvantis U.S. Large Cap Value ETF | $5.2M | 7.6% | 56,763 |
| AVEMAvantis Emerging Markets Equity ETF | $5.1M | 7.5% | 52,998 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $4M | 5.8% | 89,044 |
| AVUVAvantis U.S. Small Cap Value ETF | $3.9M | 5.7% | 31,470 |
| AMGAffiliated Managers Group, Inc. | $3.6M | 5.3% | 10,722 |
| AVUSAvantis U.S. Equity ETF | $3.5M | 5.2% | 27,614 |
| GLDSPDR Gold Shares | $3.4M | 5.0% | 9,237 |
| NVDANVIDIA Corp | $2.2M | 3.2% | 10,971 |
| SPDR INDEX SHS FDS | $2.1M | 3.1% | 28,145 |
| AAPLApple Inc | $2.1M | 3.0% | 7,173 |
| AVDVAvantis International Small Cap Value ETF | $2M | 2.9% | 19,026 |
| SUBiShares Short-Term National Muni Bond ETF | $1.6M | 2.3% | 14,961 |
| AVESAvantis Emerging Markets Value ETF | $1.5M | 2.3% | 23,494 |
| GOOGLAlphabet Inc | $1.4M | 2.0% | 3,823 |
| MSFTMicrosoft Corp | $1.2M | 1.8% | 3,234 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.2M | 1.7% | 2,420 |
| AMZNAmazon.com Inc | $1.1M | 1.6% | 4,500 |
| AVGOBroadcom Inc | $777.4K | 1.1% | 2,058 |
| MUMicron Technology Inc | $696K | 1.0% | 603 |
| VEAVanguard FTSE Developed Markets ETF | $656.3K | 1.0% | 9,212 |
| METAMeta Platforms Inc | $636.5K | 0.9% | 1,130 |
| TSLATesla Inc | $526.2K | 0.8% | 1,251 |
| JPMJPMorgan Chase & Co | $504.1K | 0.7% | 1,540 |
| LLYEli Lilly and Co | $502.6K | 0.7% | 419 |
| AMATApplied Materials Inc | $476.5K | 0.7% | 659 |
| MUBiShares National Muni Bond ETF | $460.9K | 0.7% | 4,283 |
| AMDAdvanced Micro Devices Inc | $404.9K | 0.6% | 697 |
| 10X GENOMICS INC | $404.3K | 0.6% | 10,546 |
| BRK.BBerkshire Hathaway Inc | $389.3K | 0.6% | 778 |
| GOOGAlphabet Inc | $371.4K | 0.5% | 1,051 |
| ASML HLDG NV | $368K | 0.5% | 185 |
| CATCaterpillar Inc | $361K | 0.5% | 339 |
| LRCXLam Research Corp | $347.7K | 0.5% | 802 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $338.2K | 0.5% | 3,725 |
| WMTWalmart Inc | $333.2K | 0.5% | 2,942 |
| KRCKilroy Realty Corp | $324K | 0.5% | 8,523 |
| ABNBAirbnb Inc | $320.8K | 0.5% | 2,242 |
| EXXON MOBIL CORP | $311.6K | 0.5% | 2,279 |
| NFLXNetflix Inc | $310.1K | 0.5% | 4,343 |
| BSVVanguard Short-Term Bond ETF | $302.5K | 0.4% | 3,883 |
| RHIRobert Half Inc | $293.3K | 0.4% | 9,554 |
| APHAmphenol Corp | $269.6K | 0.4% | 1,527 |
| LEGGETT & PLATT INC | $265.4K | 0.4% | 22,581 |
| VVisa Inc | $264.2K | 0.4% | 770 |
| SEAGATE TECHNOLOGY HLDNGS PL | $259.8K | 0.4% | 269 |
| MNSTMonster Beverage Corp | $258.8K | 0.4% | 2,692 |
| CCitigroup Inc | $257K | 0.4% | 1,836 |
| IJRiShares Core S&P Small-Cap ETF | $256.4K | 0.4% | 1,729 |
| VACMarriott Vacations Worldwide Corp | $252.8K | 0.4% | 2,481 |
| SANBanco Santander SA | $244.1K | 0.4% | 17,690 |
| MAMastercard Inc | $243.4K | 0.4% | 474 |
| DALDelta Air Lines Inc | $242.8K | 0.4% | 2,592 |
| MRVLMarvell Technology Inc | $233.8K | 0.3% | 785 |
| JNJJohnson & Johnson | $232.9K | 0.3% | 917 |
| INTCIntel Corp | $232.8K | 0.3% | 1,667 |
| CSCOCisco Systems Inc | $217.9K | 0.3% | 1,855 |
| UALUnited Airlines Holdings Inc | $217.3K | 0.3% | 1,598 |
| UNITED MICROELECTRONICS CORP | $215.6K | 0.3% | 7,922 |
| ABBVAbbVie Inc | $214.9K | 0.3% | 854 |
| SNASnap-On Inc | $214.5K | 0.3% | 533 |
| OHIOmega Healthcare Investors, Inc | $213.5K | 0.3% | 4,477 |
| MASMasco Corp | $211.2K | 0.3% | 2,596 |
| IVViShares Core S&P 500 ETF | $208.9K | 0.3% | 279 |
| TWLOTwilio Inc | $205.7K | 0.3% | 997 |
| ESSEssex Property Trust Inc | $205.6K | 0.3% | 699 |
| MANManpowerGroup Inc | $202.2K | 0.3% | 5,989 |
| FHBFirst Hawaiian Inc | $201.1K | 0.3% | 6,863 |
| FBINFortune Brands Innovations Inc | $200.1K | 0.3% | 3,644 |
| XPENG INC | $195.9K | 0.3% | 14,797 |
| PONY AI INC | $157.7K | 0.2% | 22,697 |
| CAGConagra Brands Inc | $154.9K | 0.2% | 11,505 |
| ICL GROUP LTD | $132.8K | 0.2% | 26,660 |
| HLNHaleon PLC | $132.3K | 0.2% | 14,175 |
| COMPANHIA PARANAENSE DE ENER | $120.6K | 0.2% | 10,263 |
| FLOFlowers Foods Inc | $118.5K | 0.2% | 14,996 |
| MFGMizuho Financial Group Inc | $113.8K | 0.2% | 11,875 |
Quarter ending 2026-06-30.
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