Rock Point Advisors, LLC
RIA/Wealth
Rock Point Advisors, LLC is a RIA/Wealth based in Burlington, VT led by Todd Alan Wulfson, reporting $560.4M in AUM as of Q3 2025 with C as the largest holding (5% allocation).
PresidentTodd Alan Wulfson
- Portfolio Value
- $377.4M
- Positions
- 116
- Top Holding
- C at 5.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Rock Point Advisors, LLC's portfolio (35.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $20.7M | 5.50% | -$3.3M Sold | 0.01% 204.4K shares | |
Consumer Electronics Technology | $13.9M | 3.69% | -$204.2K Sold | 0.00% 54.7K shares | |
Apparel - Retail Consumer Cyclical | $13.5M | 3.58% | -$137.0K Sold | 0.01% 93.6K shares | |
Unknown Unknown | $12.6M | 3.34% | -$158.9K Sold | — 438.4K shares | |
Semiconductors Technology | $12.5M | 3.32% | -$3.1M Sold | 0.00% 38.0K shares | |
Diversified Utilities Utilities | $12.3M | 3.25% | -$2.8M Sold | 0.13% 932.8K shares | |
Auto - Parts Consumer Cyclical | $12.2M | 3.23% | -$360.9K Sold | 0.06% 141.5K shares | |
Communication Equipment Technology | $12.1M | 3.22% | -$198.8K Sold | 0.00% 177.4K shares | |
Real Estate - Services Real Estate | $11.9M | 3.15% | -$186.9K Sold | 1.04% 1.4M shares | |
Financial - Capital Markets Financial Services | $11.3M | 3.00% | -$12.3K Sold | 0.08% 173.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Rock Point Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Rock Point Advisors, LLC
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