Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Rock Point Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Rock Point Advisors, LLC (CIK 1301540) reported $369.6M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: C ($16.5M, 4.48%), TJX ($14.5M, 3.93%), AAPL ($13.6M, 3.68%), KW ($13.2M, 3.58%), GOOGL ($11.8M, 3.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CCitigroup$16.5M4.48%145,922Trimmed
2TJXTJX Companies$14.5M3.93%91,056Trimmed
3AAPLApple Computer$13.6M3.68%53,575Trimmed
4KWKennedy-Wilson Holdings$13.2M3.58%1.2MTrimmed
5GOOGLGoogle$11.8M3.19%40,994Trimmed
6AVGOBroadcom Ltd$11.5M3.11%37,152Trimmed
7AESAES$11.4M3.07%806,019Trimmed
8CSCOCisco Systems$11.3M3.05%145,348Trimmed
9NEENextera Energy$11.0M2.99%118,803Trimmed
10SONYSony Group$10.7M2.89%515,468Added
11JEFJefferies Financial Group$9.7M2.63%235,132Added
12APTVAptiv Plc$9.7M2.63%140,013Trimmed
13DALDelta Air Lines$9.7M2.63%146,208Trimmed
14ACNAccenture$8.8M2.37%44,260Added
15AIGAmerican International Group$8.6M2.33%114,584Added
16SAPSAP$8.1M2.18%47,137Added
17WPCW. P. Carey$7.6M2.05%111,393Trimmed
18FBPFirst BanCorp PR$7.6M2.05%354,201Trimmed
19RYNRayonier Inc$7.4M2.01%361,010New
20AKAMAkamai Technologies$7.0M1.89%60,924Trimmed
21CWEN/AClearway Energy Inc$7.0M1.88%177,666Trimmed
22TXNTexas Instruments$6.9M1.87%35,522Trimmed
23NEXNNexxen International$6.7M1.81%1.0MAdded
24BBYBest Buy$6.7M1.80%103,726Added
25GPNGlobal Payments Inc$6.3M1.71%94,074Added

Source: SEC Form 13F filings · as of 2026-03-31