Terminal · Institutions

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

ROGCO, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ROGCO, LP (CIK 1998892) reported $326.7M across 224 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($67.6M, 20.69%), IEFA ($23.1M, 7.08%), BND ($21.2M, 6.48%), VGSH ($17.1M, 5.25%), SPSB ($15.1M, 4.61%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVViShares Core S&P 500 ETF$67.6M20.69%90,254Trimmed
2IEFAiShares Core MSCI EAFE ETF$23.1M7.08%239,379Added
3BNDVanguard Total Bond Market ETF$21.2M6.48%288,292Added
4VGSHVanguard Short-Term Treasury ETF$17.1M5.25%294,478Added
5SPSBState Street SPDR S/t Corp Bd ETF$15.1M4.61%501,723Added
6VGITVanguard Intmdt-Term Trs ETF$12.3M3.77%209,038Added
7IAUiShares Gold Trust$11.9M3.65%158,010Added
8IEMGiShares Core MSCI Emerging Markets ETF$11.2M3.43%135,204Trimmed
9SMMDiShares Russell 2500 ETF$10.3M3.15%112,165Added
10PREFPrincipal Spectrum Pref Secs Actv ETF$7.8M2.37%406,720Added
11TSPAT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf$7.0M2.14%147,360Trimmed
12AAPLApple Inc.$5.9M1.79%20,254Added
13LECOLincoln Electric Holdings Inc.$5.3M1.63%20,020Hold
14NVDANvidia Corp Common$4.4M1.34%21,804Hold
15IVEiShares S&P 500 Value ETF$4.3M1.32%18,926Hold
16GOOGLAlphabet Inc. Class A$4.2M1.29%11,752Hold
17IVWiShares S&P 500 Growth ETF$3.9M1.19%28,170Added
18MSFTMicrosoft Corp.$3.9M1.19%10,438Added
19SUBiShares Short-Term National Muni Bond ETF$3.2M0.99%30,390Added
20JNJJohnson & Johnson$3.0M0.92%11,871Added
21AVGOBroadcom Inc$2.9M0.89%7,735Added
22AMZNAmazon.com Inc.$2.4M0.73%9,993Hold
23EFIVSpdr Series Trust State Street S&p 500 Esg Etf$2.3M0.71%31,802Added
24CATCaterpillar Inc.$2.2M0.68%2,077Trimmed
25JPMJPMorgan Chase & Co.$2.1M0.63%6,268Trimmed

Source: SEC Form 13F filings · as of 2026-06-30