Rockingstone Advisors LLC
Rockingstone Advisors LLC is a boutique SEC-registered investment adviser headquartered in Great Barrington, Massachusetts. Founded and co-managed by Brandt Sakakeeny and Eric Katzman, CFA, the firm provides multi-asset investment strategies to individuals, families, and small institutions through separate accounts. As of early 2025, the firm manages $285.8 million in assets with a team of 2 employees, serving primarily high net worth clients.
Investment Strategy
Rockingstone Advisors employs a multi-asset investment strategy that seeks to capitalize on pricing inefficiencies across broad asset classes, sectors, and individual securities. The firm emphasizes rigorous fundamental research and analysis to identify mispriced assets, aiming to deliver positive risk-adjusted returns. Portfolios are tailored for high net worth individuals and families, prioritizing separate account management and diversification beyond traditional mutual funds and municipals.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 4.58% | $9.3M | 182,795 | $50.52 | $50.73 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 3.71% | $7.5M | 40,312 | $14.70 | $186.58 | +$432.4K |
C CLS | CELESTICA INC | 3.17% | $6.4M | 26,090 | $57.77 | $246.38 | +$1.6M |
V VGSH | VANGUARD SCOTTSDALE FDS | 3.16% | $6.4M | 108,655 | $58.19 | $58.85 | -$8.0K |
V VTI | VANGUARD INDEX FDS | 2.75% | $5.6M | 16,995 | $200.35 | $328.17 | +$88.3K |