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Rogco, LP

SEC CIK
0001998892
Latest filing
Jul 30, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only.

Institution overview
Positions
269
No filing for Q2 2023
Portfolio value
$202.5M
No filing for Q2 2023
Filed
Nov 14, 2023
SEC

Rogco, LP did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Rogco, LP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF84,707$36.4M18.0%–––
iShares MSCI Eafe ETF464287465ETF213,233$14.7M7.3%–––
Vanguard Total Bond Market ETF921937835ETF209,871$14.6M7.2%–––
iShares Core S&P Mid-Cap ETF464287507ETF36,923$9.21M4.5%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS158,696$9.14M4.5%–––
IAUiShares Gold TrustETF255,684$8.95M4.4%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF253,079$7.42M3.7%–––
Principal Exchange Traded FD74255Y888SPECTRUM PFD361,015$6.09M3.0%–––
iShares Core S&P Small Cap ETF464287804ETF56,568$5.34M2.6%–––
Vanguard Ftse Emerging Markets ETF922042858ETF134,126$5.26M2.6%–––
Vanguard Mortgage-Backed Securities ETF92206C771ETF107,724$4.72M2.3%–––
KRKroger CoStock104,943$4.70M2.3%––History
PIMCO ETF Tr72201R7830-5 HIGH YIELD46,624$4.21M2.1%–––
LECOLincoln Electric Holdings IncCOM20,020$3.64M1.8%––History
MSFTMicrosoft CorpStock10,558$3.33M1.6%––History
AAPLApple Inc.Stock18,259$3.13M1.5%––History
iShares S&P 500 Value ETF464287408ETF20,249$3.12M1.5%–––
iShares S&P 500 Growth ETF464287309ETF36,571$2.50M1.2%–––
HDHome Depot, Inc.Stock7,451$2.25M1.1%––History
iShares Tr464288158SHRT NAT MUN ETF20,850$2.14M1.1%–––
ABBVAbbVie Inc.Stock12,817$1.91M0.9%––History
PEPPepsiCo IncStock9,629$1.63M0.8%––History
MCHPMicrochip Technology IncStock19,051$1.49M0.7%––History
CSCOCisco Systems, Inc.Stock27,334$1.47M0.7%––History
BLKBlackRock, Inc.COM2,269$1.47M0.7%––History
PGProcter & Gamble CoStock9,766$1.42M0.7%––History
JNJJohnson & JohnsonStock9,100$1.42M0.7%––History
HONHoneywell International IncCOM7,322$1.35M0.7%––History
GOOGLAlphabet Inc.Stock10,136$1.33M0.7%––History
CVXChevron CorpStock7,732$1.30M0.6%––History
JPMJPMorgan Chase & CoStock8,625$1.25M0.6%––History
MCDMcDonalds CorpStock4,563$1.20M0.6%––History
UNHUnitedHealth Group IncStock2,343$1.18M0.6%––History
WMWaste Management IncStock6,912$1.05M0.5%––History
SBUXStarbucks CorpStock11,544$1.05M0.5%––History
EMREmerson Electric CoStock10,292$993.9K0.5%––History
PAYXPaychex IncStock8,376$966.0K0.5%––History
GPCGenuine Parts CoStock6,444$930.4K0.5%––History
LMTLockheed Martin CorpStock2,229$911.6K0.5%––History
SPYSPDR S&P 500 ETF TrustETF2,035$869.9K0.4%––History
iShares Tr464288570ESG MSCI KLD ETF10,001$814.2K0.4%–––
CATCaterpillar IncStock2,917$796.3K0.4%––History
SOSouthern CoStock12,045$779.6K0.4%––History
PSAPublic StorageCOM2,937$774.0K0.4%––History
DOWDow Inc.Stock14,787$762.4K0.4%––History
PFEPfizer IncStock22,103$733.2K0.4%––History
iShares Tr464288414NATIONAL MUN ETF6,612$678.0K0.3%–––
UPSUnited Parcel Service IncStock4,327$674.5K0.3%––History
VVisa Inc.Stock2,897$666.3K0.3%––History
INGRIngredion IncCOM6,707$660.0K0.3%––History
VZVerizon Communications IncStock20,039$649.5K0.3%––History
CVSCVS Health CorpStock9,070$633.3K0.3%––History
AEPAmerican Electric Power Co IncStock8,225$618.7K0.3%––History
CDNSCadence Design Systems IncStock2,437$571.0K0.3%––History
PRUPrudential Financial IncStock5,902$560.0K0.3%––History
ADBEAdobe Inc.Stock1,090$555.8K0.3%––History
iShares Select Dividend ETF464287168ETF5,154$554.8K0.3%–––
MOAltria Group, Inc.Stock12,543$527.4K0.3%––History
MDTMedtronic plcStock6,685$523.8K0.3%––History
GDGeneral Dynamics CorpStock2,144$473.8K0.2%––History
MRKMerck & Co., Inc.Stock4,412$454.2K0.2%––History
AMZNAmazon Com IncStock3,532$449.0K0.2%––History
ENBEnbridge IncStock11,747$389.9K0.2%––History
CCICrown Castle Inc.REIT4,046$372.4K0.2%––History
USBUS Bancorp DECOM NEW11,172$369.3K0.2%––History
TXNTexas Instruments IncStock2,245$357.0K0.2%––History
iShares Tr464288612INTRM GOV CR ETF3,345$338.9K0.2%–––
TFCTruist Financial CorpCOM10,882$311.3K0.2%––History
AMGNAmgen IncStock1,132$304.2K0.2%––History
RTXRTX CorpStock4,138$297.8K0.1%––History
GWWW.W. Grainger, Inc.Stock383$265.0K0.1%––History
MMM3M CoStock2,784$260.6K0.1%––History
ACNAccenture plcStock822$252.4K0.1%––History
iShares Tr4642874571 3 YR TREAS BD3,053$247.2K0.1%–––
Vanguard S&P 500 ETF922908363ETF623$244.7K0.1%–––
ORCLOracle CorpStock2,220$235.1K0.1%––History
WFCFWhere Food Comes From, Inc.COM16,813$235.0K0.1%––History
EOGEOG Resources IncStock1,778$225.4K0.1%––History
iShares MSCI USA Quality Factor ETF46432F339ETF1,616$213.0K0.1%–––
AMATApplied Materials IncStock1,485$205.6K0.1%––History
FFord Motor CoStock15,811$196.4K0.1%––History
XOMExxonMobil Holdings CorpCOM1,605$188.7K0.1%––History
MDYSPDR S&P Midcap 400 ETF TrustETF402$183.6K0.1%––History
MARMarriott International IncStock933$183.4K0.1%––History
BRK.BBerkshire Hathaway IncStock513$179.7K0.1%––History
SLGNSilgan Holdings IncCOM4,135$178.3K0.1%––History
BACBank of America CorpStock6,413$175.6K0.1%––History
ICEIntercontinental Exchange, Inc.Stock1,508$165.9K0.1%––History
TAT&T Inc.Stock10,979$164.9K0.1%––History
GOOGAlphabet Inc.Stock1,223$161.3K0.1%––History
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT7,392$157.7K0.1%–––
New York Life Investments Et45409B800MERGE ARBIT ETF4,455$140.7K0.1%–––
JJacobs Solutions Inc.COM1,008$137.6K0.1%––History
WMTWalmart Inc.Stock848$135.6K0.1%––History
NOCNorthrop Grumman CorpStock299$131.6K0.1%––History
FCXFreeport-McMoran IncStock3,446$128.5K0.1%––History
Vanguard Malvern FDS922020805STRM INFPROIDX2,693$127.3K0.1%–––
MSMorgan StanleyStock1,462$119.4K0.1%––History
CritiTech, Inc115000000COM476,088$117.0K0.1%–––
EVRGEvergy, Inc.Stock2,263$114.7K0.1%––History