Altar Rock LLC

SEC CIK
0002156071

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Sep 21, 2026.SEC

Positions
77
−67 vs. Q1 2026
Total value
$68.44M
−$16.74M (−19.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Altar Rock LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMERICAN CENTY ETF TR025072703INTL EQT ETF63,499$5.66M8.28%+450+0.7%Added–
AMERICAN CENTY ETF TR025072349US LARGE CAP VLU56,763$5.18M7.56%+532+0.9%Added–
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT52,998$5.11M7.47%+198+0.4%Added–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF89,044$3.95M5.77%+108+0.1%Added–
AMERICAN CENTY ETF TR025072877US SML CP VALU31,470$3.93M5.74%+159+0.5%Added–
AMGAFFILIATED MANAGERS GROUP COMStock10,722$3.63M5.30%−2,747−20.4%ReducedView
AMERICAN CENTY ETF TR025072885US EQT ETF27,614$3.54M5.17%+394+1.4%Added–
GLDSPDR GOLD SHARESETF9,237$3.4M4.97%00.0%UnchangedView
NVDANVIDIA CORPORATION COMStock10,971$2.2M3.21%−3,921−26.3%ReducedView
SPDR INDEX SHS FDS78463X756ST MARKE CAP ETF28,145$2.09M3.06%+229+0.8%Added–
AAPLAPPLE INC COMStock7,173$2.08M3.03%−2,588−26.5%ReducedView
AMERICAN CENTY ETF TR025072802INTL SMCP VLU19,026$1.96M2.86%+187+1.0%Added–
ISHARES TR464288158SHRT NAT MUN ETF14,961$1.59M2.33%−3,642−19.6%Reduced–
AMERICAN CENTY ETF TR025072372EMERGING MKT VAL23,494$1.54M2.25%+184+0.8%Added–
GOOGLALPHABET INC CAP STK CL AStock3,823$1.37M2.00%−963−20.1%ReducedView
MSFTMICROSOFT CORP COMStock3,234$1.21M1.76%−1,412−30.4%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,420$1.16M1.69%−27−1.1%ReducedView
AMZNAMAZON COM INC COMStock4,500$1.07M1.57%−941−17.3%ReducedView
AVGOBROADCOM INC COMStock2,058$777.41K1.14%−371−15.3%ReducedView
MUMICRON TECHNOLOGY INC COMStock603$696.04K1.02%−3−0.5%ReducedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF9,212$656.34K0.96%+20.0%Added–
METAMETA PLATFORMS INC CL AStock1,130$636.52K0.93%−395−25.9%ReducedView
TSLATESLA INC COMStock1,251$526.17K0.77%−445−26.2%ReducedView
JPMJPMORGAN CHASE & CO COMStock1,540$504.09K0.74%−871−36.1%ReducedView
LLYELI LILLY & CO COMStock419$502.56K0.73%−10−2.3%ReducedView
AMATAPPLIED MATLS INC COMStock659$476.46K0.70%−268−28.9%ReducedView
ISHARES TR464288414NATIONAL MUN ETF4,283$460.94K0.67%00.0%Unchanged–
AMDADVANCED MICRO DEVICES INC COMStock697$404.89K0.59%+697NewView
TXG10X GENOMICS INCCL A COM10,546$404.33K0.59%−10,041−48.8%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock778$389.3K0.57%−370−32.2%ReducedView
GOOGALPHABET INC CAP STK CL CStock1,051$371.35K0.54%−1,176−52.8%ReducedView
ASMLASML HLDG NV N Y REGISTRY SHSADR185$368.05K0.54%00.0%UnchangedView
CATCATERPILLAR INC COMStock339$361K0.53%−16−4.5%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock802$347.71K0.51%−969−54.7%ReducedView
SPDR SERIES TRUST78464A805ST STR PR SP15003,725$338.22K0.49%+8+0.2%Added–
WMTWALMART INC COMStock2,942$333.21K0.49%−240−7.5%ReducedView
KRCKILROY REALTY CORPCOM8,523$323.96K0.47%−4,325−33.7%ReducedView
ABNBAIRBNB INC COM CL AStock2,242$320.83K0.47%−1,185−34.6%ReducedView
XOMEXXON MOBIL CORPCOM2,279$311.59K0.46%−1,371−37.6%ReducedView
NFLXNETFLIX INC. COMStock4,343$310.09K0.45%+415+10.6%AddedView
VANGUARD SHORT-TERM BOND ETF921937827ETF3,883$302.52K0.44%00.0%Unchanged–
RHIROBERT HALF INC.COM9,554$293.31K0.43%+365+4.0%AddedView
APHAMPHENOL CORP NEWCL A1,527$269.62K0.39%+1,527NewView
LEGGETT & PLATT INC COM524660107Stock22,581$265.43K0.39%+3,593+18.9%Added–
VVISA INC COM CL AStock770$264.18K0.39%−245−24.1%ReducedView
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS269$259.78K0.38%+269NewView
MNSTMONSTER BEVERAGE CORP NEWCOM2,692$258.76K0.38%−1,656−38.1%ReducedView
CCITIGROUP INC COM NEWStock1,836$256.97K0.38%+59+3.3%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF1,729$256.38K0.37%+1+0.1%Added–
VACMARRIOTT VACATIONS WORLDWIDECOM2,481$252.76K0.37%+2,481NewView
SANBANCO SANTANDER SAADR17,690$244.12K0.36%+233+1.3%AddedView
MAMASTERCARD INCORPORATED CL AStock474$243.45K0.36%+20+4.4%AddedView
DALDELTA AIR LINES INCCOM NEW2,592$242.77K0.35%+2,592NewView
MRVLMARVELL TECHNOLOGY INCCOM785$233.85K0.34%+785NewView
JNJJOHNSON & JOHNSON COMStock917$232.89K0.34%−146−13.7%ReducedView
INTCINTEL CORP COMStock1,667$232.76K0.34%+1,667NewView
CSCOCISCO SYS INC COMStock1,855$217.89K0.32%−1,060−36.4%ReducedView
UALUNITED AIRLS HLDGS INCCOM1,598$217.31K0.32%+1,598NewView
UMCUNITED MICROELECTRONICS CORPSPON ADR NEW7,922$215.56K0.31%+7,922NewView
ABBVABBVIE INC COMStock854$214.9K0.31%−392−31.5%ReducedView
SNASNAP ON INCCOM533$214.48K0.31%+533NewView
OHIOMEGA HEALTHCARE INVS INCCOM4,477$213.46K0.31%−1,720−27.8%ReducedView
MASMASCO CORPCOM2,596$211.24K0.31%+2,596NewView
ISHARES CORE S&P 500 ETF464287200ETF279$208.94K0.31%+279New–
TWLOTWILIO INCCL A997$205.71K0.30%−977−49.5%ReducedView
ESSESSEX PPTY TR INCCOM699$205.63K0.30%−421−37.6%ReducedView
MANMANPOWERGROUP INC WISCOM5,989$202.25K0.30%+5,989NewView
FHBFIRST HAWAIIAN INCCOM6,863$201.09K0.29%−2,881−29.6%ReducedView
FBINFORTUNE BRANDS INNOVATIONS ICOM3,644$200.06K0.29%+3,644NewView
XPEVXPENG INCADS14,797$195.91K0.29%+14,797NewView
PONYPONY AI INCSPONSORED ADS22,697$157.74K0.23%+22,697NewView
CAGCONAGRA BRANDS INC COMStock11,505$154.86K0.23%+11,505NewView
ICLICL GROUP LTDSHS26,660$132.77K0.19%+26,660NewView
HLNHALEON PLC SPON ADSADR14,175$132.25K0.19%+14,175NewView
ELPCCOMPANHIA PARANAENSE DE ENERSPONSORED ADS10,263$120.63K0.18%+10,263NewView
FLOFLOWERS FOODS INCCOM14,996$118.47K0.17%+14,996NewView
MFGMIZUHO FINANCIAL GROUP INCSPONSORED ADR11,875$113.76K0.17%+418+3.6%AddedView

Sold out since Q1 2026 (88)

Positions held at the end of Q1 2026 that are no longer in this filing.

Altar Rock LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CVXCHEVRON CORPORATION COMStock2,140$442.77K0.52%
INGRINGREDION INCCOM3,762$423.83K0.50%
TSNTYSON FOODS INC CL AStock5,758$368.92K0.43%
RTXRTX CORPORATION COMStock1,907$367.86K0.43%
HCAHCA HEALTHCARE INCCOM752$355.88K0.42%
COSTCOSTCO WHOLESALE CORPORATION COMStock349$347.75K0.41%
FIVEFIVE BELOW INCCOM1,494$341.35K0.40%
MRKMERCK & CO INC COMStock2,767$335.19K0.39%
GSGOLDMAN SACHS GROUP INC COMStock384$324.86K0.38%
TNLTRAVEL PLUS LEISURE COCOM4,602$318.41K0.37%
CLCOLGATE PALMOLIVE CO COMStock3,582$305.29K0.36%
CRUSCIRRUS LOGIC INC COMStock2,095$302.98K0.36%
LYBLYONDELLBASELL INDUSTRIES NVSHS - A -3,677$296.22K0.35%
ANETARISTA NETWORKS INC COM SHSStock2,394$293.94K0.35%
CRMSALESFORCE INC COMStock1,567$292.51K0.34%
HWMHOWMET AEROSPACE INC COMStock1,239$285.54K0.34%
WDCWESTERN DIGITAL CORPCOM1,049$283.74K0.33%
CLHCLEAN HARBORS INCCOM988$283.29K0.33%
MTCHMATCH GROUP INC NEWCOM9,222$283.21K0.33%
GLPIGAMING & LEISURE PCOM6,276$278.47K0.33%
ELANELANCO ANIMAL HEALTH INCCOM11,605$277.71K0.33%
JBLJABIL INC COMStock1,044$277.32K0.33%
ORLYOREILLY AUTOMOTIVE INC COMStock2,998$276.74K0.32%
TGTTARGET CORP COMStock2,283$276.7K0.32%
TMUST-MOBILE US INC COMStock1,303$273.67K0.32%
RLRALPH LAUREN CORPCL A792$273.16K0.32%
EGPEASTGROUP PPTYS INCCOM1,433$267.46K0.31%
COPCONOCOPHILLIPS COMStock2,025$267.3K0.31%
EDCONSOLIDATED EDISON INC COMStock2,360$267.11K0.31%
ZMZOOM COMMUNICATIONS INC CL AStock3,300$265.29K0.31%
LHXL3HARRIS TECHNOLOGIES INC COMStock765$264.04K0.31%
EMNEASTMAN CHEM CO COMStock3,415$263.5K0.31%
CCKCROWN HLDGS INCCOM2,624$263.06K0.31%
EXPEEXPEDIA GROUP INC COM NEWStock1,136$262.29K0.31%
GWWWW GRAINGER INC COMStock235$256.34K0.30%
JCIJOHNSON CTLS INTL PLC SHSStock1,942$255K0.30%
EPREPR PPTYSCOM SH BEN INT4,983$250.5K0.29%
MSMORGAN STANLEY COM NEWStock1,517$249.65K0.29%
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,706$249.55K0.29%
STSENSATA TECHNOLOGIES HLDG PLSHS7,054$248.44K0.29%
FDXFEDEX CORP COMStock692$247.48K0.29%
SSNCSS&C TECH HLDGSCOM3,598$243.12K0.29%
SNDRSCHNEIDER NATIONAL INCCL B9,176$242.84K0.29%
MIDDMIDDLEBY CORPCOM1,830$242.62K0.28%
LOPEGRAND CANYON ED INCCOM1,426$242.46K0.28%
WFCWELLS FARGO & CO COMStock3,026$240.9K0.28%
ONON SEMICONDUCTOR CORP COMStock3,883$240.44K0.28%
TERTERADYNE INC COMStock799$236.87K0.28%
JBHTHUNT J B TRANS SVCS INCCOM1,106$234.36K0.28%
VRSNVERISIGN INCCOM943$234.2K0.27%
RNGRINGCENTRAL INCCL A6,290$233.93K0.27%
MSMMSC INDL DIRECT INCCL A2,526$233.07K0.27%
FOXAFOX CORPCL A COM3,976$232.2K0.27%
IFFINTERNATIONAL FLAVORS&FRAGRACOM3,164$230.79K0.27%
VMIVALMONT INDS INCCOM569$227.79K0.27%
COFCAPITAL ONE FINL CORP COMStock1,248$227.67K0.27%
BKNGBOOKING HOLDINGS INC COMStock54$227.36K0.27%
AMGNAMGEN INC COMStock646$227.3K0.27%
STTSTATE STR CORPCOM1,794$227.05K0.27%
MCDMCDONALDS CORP COMStock729$226.57K0.27%
MAAMID-AMER APT CMNTYS INCCOM1,829$223.36K0.26%
FCNFTI CONSULTING INCCOM1,262$223.08K0.26%
DPZDOMINOS PIZZA INCCOM614$220.3K0.26%
ULTAULTA BEAUTY INC COMStock418$218.49K0.26%
TMOTHERMO FISHER SCIENTIFIC INC COMStock444$218.44K0.26%
LAMRLAMAR ADVERTISING CO CL AREIT1,720$217.85K0.26%
LSTRLANDSTAR SYS INCCOM1,338$214.49K0.25%
MCOMOODYS CORP COMStock490$213.76K0.25%
DUKDUKE ENERGY CORP NEW COM NEWStock1,632$213.7K0.25%
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A3,481$213.56K0.25%
SYKSTRYKER CORPORATION COMStock645$212.51K0.25%
KHCKRAFT HEINZ CO COMStock9,447$212.46K0.25%
CFCF INDUSTRIES HOLDCOM1,633$212.03K0.25%
CTASCINTAS CORP COMStock1,246$210.75K0.25%
FANGDIAMONDBACK ENERGY INC COMStock1,059$209.46K0.25%
IVZINVESCO LTD SHSStock8,604$208.99K0.25%
GDGENERAL DYNAMICS CORP COMStock605$207.65K0.24%
TTWOTAKE-TWO INTERACTIVE SOFTWARCOM1,051$207.58K0.24%
CMICUMMINS INC COMStock382$205.52K0.24%
FFIVF5 INC COMStock708$204.85K0.24%
SLBSLB LIMITED COM STKStock3,960$204.6K0.24%
SEICSEI INVTS COCOM2,603$204.26K0.24%
AWIARMSTRONG WORLD INDS INC NEWCOM1,239$204.19K0.24%
FAFFIRST AMERN FINL CORP COMStock3,357$202.39K0.24%
BBYBEST BUY INC COMStock3,106$201.87K0.24%
HEHAWAIIAN ELEC INDS INC MTN BCOM12,371$183.59K0.22%
XRAYDENTSPLY SIRONA INC COMStock11,631$134.92K0.16%
CERTCERTARA INCCOM10,198$58.13K0.07%

13F filings by quarter

Altar Rock LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Sep 21, 202677$68.44Mvs. Q1 2026SEC
Q1 2026Sep 21, 2026144$85.18Mvs. Q4 2025SEC
Q4 2025Sep 21, 2026139$83.45M–SEC