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NorthRock Partners, LLC

13F filer · CIK 1632097 · Minneapolis, MN

Summary
NorthRock Partners, LLC reported $6.89B across 680 positions in its 13F for 2026 Q2, filed Aug 11, 2026. The largest holdings are VOO (6.0%), JMTG (5.9%), SPYM (5.9%). Versus 2026 Q1, leaving options aside, it opened 62 new positions, added to 245, trimmed 324 and sold out of 46.
Reported value$6.89B
Positions680incl. options
Report period2026 Q2
FiledAug 11, 2026
New positions62
Added245
Trimmed324
Sold out46

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 6.0%Value $411.92MPrice $702.46Shares 600K +1.93%Since Jun 30 +2.28%
Weight 5.9%Value $409.62MPrice $48.37Shares 8.08M -17.06%Since Jun 30 -4.56%
Weight 5.9%Value $406.85MPrice $89.94Shares 4.63M +11.17%Since Jun 30 +2.34%
Weight 4.3%Value $297.24MPrice $61.40Shares 4.89M +6.61%Since Jun 30 +1.00%
Weight 4.0%Value $276.86MPrice $123.19Shares 2.33M +6.02%Since Jun 30 +3.53%
Weight 4.0%Value $275.53MPrice $100.68Shares 2.74M +22.03%Since Jun 30 +0.01%
Weight 4.0%Value $275.18MPrice $737.93Shares 374K -4.14%Since Jun 30 +0.21%
Weight 4.0%Value $274.17MPrice $57.56Shares 4.71M -3.22%Since Jun 30 -1.10%
Weight 3.2%Value $221.34MPrice $329.40Shares 765K -1.17%Since Jun 30 +13.84%
Weight 3.0%Value $204.87MPrice $61.86Shares 3.08M +15.26%Since Jun 30 -7.12%
Weight 3.0%Value $204.09MPrice $764.20Shares 273K -4.07%Since Jun 30 +2.33%
Weight 2.0%Value $135.35MPrice $89.32Shares 1.43M +6.20%Since Jun 30 -5.83%
Weight 1.9%Value $133.27MPrice $46.66Shares 2.84M -7.63%Since Jun 30 -0.56%
Weight 1.9%Value $129.31MPrice $104.85Shares 1.15M +6.49%Since Jun 30 -6.46%
Weight 1.8%Value $120.90MPrice $417.26Shares 295K -1.02%Since Jun 30 +1.90%
AB ACTIVE ETFS INCNo ticker matchAdd
Weight 1.4%Value $99.50MShares 3.87M +211.83%
Weight 1.3%Value $91.01MPrice $102.75Shares 834K +4.53%Since Jun 30 -5.83%
Weight 1.3%Value $90.80MPrice $81.89Shares 1.10M +15.91%Since Jun 30 -1.15%
Weight 1.3%Value $87.25MPrice $107.67Shares 732K +7.34%Since Jun 30 -9.62%
Weight 1.2%Value $81.77MPrice $66.62Shares 1.21M -4.82%Since Jun 30 -1.16%
Weight 1.1%Value $75.07MPrice $107.31Shares 680K -3.86%Since Jun 30 -2.73%
Weight 1.0%Value $70.77MPrice $104.54Shares 681K -0.36%Since Jun 30 +0.64%
Weight 0.9%Value $65.12MPrice $227.21Shares 325K -3.43%Since Jun 30 +13.55%
Weight 0.9%Value $62.63MPrice $89.45Shares 662K +26.36%Since Jun 30 -5.41%
Weight 0.9%Value $61.63MPrice $37.52Shares 1.69M +18.04%Since Jun 30 +2.71%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

AB ACTIVE ETFS INCNo ticker match≈ $67.59MAdd
SGOVSGOVISHARES TR≈ $49.74MAdd
SPYMSPYMSPDR SERIES TRUST≈ $40.87MAdd
IGFIGFISHARES TR≈ $27.13MAdd
SPYVSPYVSPDR SERIES TRUST≈ $18.44MAdd

Largest sells in 2026 Q2

Options

Notional value, listed apart from stocks · top 10 of 11

AAPLAAPLAPPLE INCPUT$3.47MAdd
MSFTMSFTMICROSOFT CORPCALL$261.1KTrim
CATCATCATERPILLAR INCPUT$212.6KNew
IWMIWMISHARES TRCALL$30.0KTrim
TXNTXNTEXAS INSTRS INCPUT$29.7KHold
PEPPEPPEPSICO INCPUT$27.1KHold
DGDGDOLLAR GEN CORPPUT$22.9KNew
EEMEEMISHARES TRPUT$13.7KNew

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR