NorthRock Partners, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$5.9B

Holdings

600

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (600 positions)

#StockSharesValue% PortfolioType
101
MCDMCDONALDS CORP
21,533$6.0M0.10%
102
ORCLORACLE CORP
35,695$6.0M0.10%
103
ARTYISHARES TR
130,110$6.0M0.10%
104
COSTCOSTCO WHSL CORP NEW
7,155$6.0M0.10%
105
ESGDISHARES TR
64,556$6.0M0.10%
106
EFVISHARES TR
96,916$6.0M0.10%
107
EFGISHARES TR
56,325$6.0M0.10%
108
WFCWELLS FARGO CO NEW
54,025$5.0M0.08%
109
KHCKRAFT HEINZ CO
229,744$5.0M0.08%
110
SCHKSCHWAB STRATEGIC TR
179,217$5.0M0.08%
111
CATCATERPILLAR INC
8,744$5.0M0.08%
112
XOMEXXON MOBIL CORP
49,565$5.0M0.08%
113
XLVSELECT SECTOR SPDR TR
36,624$5.0M0.08%
114
EMXCISHARES INC
77,905$5.0M0.08%
115
IBMINTERNATIONAL BUSINESS MACHS
17,831$5.0M0.08%Call
116
PLTRPALANTIR TECHNOLOGIES INC
31,698$5.0M0.08%
117
TECBISHARES TR
95,175$5.0M0.08%
118
AXPAMERICAN EXPRESS CO
14,409$5.0M0.08%
119
NFLXNETFLIX INC
55,037$5.0M0.08%
120
BACBANK AMERICA CORP
80,020$4.0M0.07%Call
121
ABTABBOTT LABS
38,751$4.0M0.07%
122
BRK-BBERKSHIRE HATHAWAY INC DEL
6$4.0M0.07%
123
EMBISHARES TR
42,134$4.0M0.07%
124
SDYSPDR SERIES TRUST
30,162$4.0M0.07%
125
EAGGISHARES TR
87,642$4.0M0.07%
126
AQLTISHARES TR
55,142$4.0M0.07%
127
VEEVVEEVA SYS INC
21,463$4.0M0.07%
128
VXFVANGUARD INDEX FDS
21,307$4.0M0.07%
129
SPBOSPDR SERIES TRUST
163,984$4.0M0.07%
130
IYWISHARES TR
24,087$4.0M0.07%
131
SYKSTRYKER CORPORATION
12,768$4.0M0.07%
132
DFACDIMENSIONAL ETF TRUST
112,300$4.0M0.07%
133
WMTWALMART INC
39,254$4.0M0.07%
134
AMDADVANCED MICRO DEVICES INC
20,551$4.0M0.07%
135
QEFASPDR INDEX SHS FDS
33,143$3.0M0.05%
136
CRMSALESFORCE INC
12,070$3.0M0.05%Call
137
HDHOME DEPOT INC
10,342$3.0M0.05%
138
BABOEING CO
18,022$3.0M0.05%
139
TQQQPROSHARES TR
60,725$3.0M0.05%
140
USFRWISDOMTREE TR
64,756$3.0M0.05%
141
LMTLOCKHEED MARTIN CORP
8,101$3.0M0.05%
142
XLCSELECT SECTOR SPDR TR
31,873$3.0M0.05%
143
PEPPEPSICO INC
25,193$3.0M0.05%
144
DGROISHARES TR
48,678$3.0M0.05%
145
SCHMSCHWAB STRATEGIC TR
115,967$3.0M0.05%
146
RTXRTX CORPORATION
16,518$3.0M0.05%
147
SUSAISHARES TR
26,848$3.0M0.05%
148
XLYSELECT SECTOR SPDR TR
25,865$3.0M0.05%
149
AQLTISHARES TR
165,640$3.0M0.05%
150
SYSBISHARES TR
35,633$3.0M0.05%
151
SCHOSCHWAB STRATEGIC TR
150,313$3.0M0.05%
152
IGHGPROSHARES TR
48,720$3.0M0.05%
153
HWKNHAWKINS INC
27,127$3.0M0.05%
154
CSCOCISCO SYS INC
46,824$3.0M0.05%
155
FLOTISHARES TR
63,887$3.0M0.05%
156
IHAKISHARES TR
47,293$2.0M0.03%
157
SPSMSPDR SERIES TRUST
52,318$2.0M0.03%
158
MDYSPDR S&P MIDCAP 400 ETF TR
4,063$2.0M0.03%
159
UNHUNITEDHEALTH GROUP INC
6,804$2.0M0.03%
160
ESTAESTABLISHMENT LABS HLDGS INC
40,930$2.0M0.03%
161
BMOBANK MONTREAL QUE
17,186$2.0M0.03%
162
DISDISNEY WALT CO
23,315$2.0M0.03%
163
DMXFISHARES TR
28,307$2.0M0.03%
164
QLTAISHARES TR
51,503$2.0M0.03%
165
SCHQSCHWAB STRATEGIC TR
65,689$2.0M0.03%
166
GISGENERAL MLS INC
54,997$2.0M0.03%
167
GSGOLDMAN SACHS GROUP INC
2,726$2.0M0.03%
168
XLESELECT SECTOR SPDR TR
66,776$2.0M0.03%
169
GLWCORNING INC
28,424$2.0M0.03%
170
BCCCGLOBAL X FDS
59,087$2.0M0.03%
171
ABNBAIRBNB INC
20,422$2.0M0.03%
172
IJTISHARES TR
18,179$2.0M0.03%
173
DEDEERE & CO
4,434$2.0M0.03%
174
DYHTARGET CORP
22,847$2.0M0.03%
175
AQLTISHARES TR
14,348$2.0M0.03%
176
FDIVEA SERIES TRUST
108,919$2.0M0.03%
177
MAMASTERCARD INCORPORATED
4,611$2.0M0.03%
178
IYY*ISHARES TR
16,944$2.0M0.03%
179
GEGE AEROSPACE
8,891$2.0M0.03%Put
180
ITWILLINOIS TOOL WKS INC
8,885$2.0M0.03%
181
SSENTINELONE INC
180,000$2.0M0.03%
182
VOVANGUARD INDEX FDS
10,296$2.0M0.03%
183
BNDVANGUARD BD INDEX FDS
34,556$2.0M0.03%
184
VXUSVANGUARD STAR FDS
27,442$2.0M0.03%
185
IJHISHARES TR
38,555$2.0M0.03%
186
SUSBISHARES TR
97,838$2.0M0.03%
187
QUALISHARES TR
14,100$2.0M0.03%
188
SNPEDBX ETF TR
26,466$1.0M0.02%
189
USBUS BANCORP DEL
33,665$1.0M0.02%
190
COFCAPITAL ONE FINL CORP
4,993$1.0M0.02%
191
ALSALLSTATE CORP
5,948$1.0M0.02%
192
GEVGE VERNOVA INC
2,808$1.0M0.02%
193
SCHFSCHWAB STRATEGIC TR
79,681$1.0M0.02%
194
NOCNORTHROP GRUMMAN CORP
2,723$1.0M0.02%
195
SPTMSPDR SERIES TRUST
16,791$1.0M0.02%
196
LOWLOWES COS INC
5,910$1.0M0.02%
197
ESGEISHARES INC
34,970$1.0M0.02%
198
DLTRDOLLAR TREE INC
14,429$1.0M0.02%Call
199
VYMVANGUARD WHITEHALL FDS
7,335$1.0M0.02%
200
AEISADVANCED ENERGY INDS
7,134$1.0M0.02%
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