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NorthRock Partners

Latest statistics and disclosures from NorthRock Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JMTG, VOO, SPYM, VGSH, SPYV, and represent 27.60% of NorthRock Partners's stock portfolio.
Added to shares of these 10 stocks: IGF (+$82M), JMTG (+$34M), IWF (+$31M), SPYM (+$27M), SGOV (+$23M), VOO (+$20M), JMST (+$16M), HEFA (+$15M), GOVT (+$12M), EFG (+$11M).
Started 96 new stock positions in HWM, DTE, FMDE, CIEN, LHX, NXPI, AMLP, ORBS, CBOE, CRS.
Reduced shares in these 10 stocks: OEF (-$21M), DYNF (-$8.2M), IAU (-$6.9M), ROUS, SPHQ, EMB, SPY, IYW, IVE, IGHG.
Sold out of its positions in AGI, HACK, AXON, BK, BXSL, BSX, CTSH, COIN, Comerica Incorporated, CR.
NorthRock Partners was a net buyer of stock by $452M.
NorthRock Partners has $6.2B in assets under management (AUM), dropping by 4.66%.
Central Index Key (CIK): 0001632097

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Portfolio Holdings for NorthRock Partners

NorthRock Partners holds 654 positions in its portfolio as reported in the March 2026 quarterly 13F filing

NorthRock Partners has 654 total positions. Only the first 250 positions are shown.

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Download the NorthRock Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	8.0	$497M	+7%	9.7M	51.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.7	$352M	+6%	588k	597.55	View chart
Spdr Series Trust State Street Spd (SPYM)	5.1	$319M	+9%	4.2M	76.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.6	$285M	+2%	4.9M	58.54	View chart
Spdr Series Trust State Street Spd (SPYV)	4.2	$260M	+3%	4.6M	56.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.6	$226M	+11%	2.2M	100.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$225M	+3%	390k	577.18	View chart
Spdr Series Trust State Street Spd (SPYG)	3.5	$215M	+4%	2.2M	97.91	View chart
Apple (AAPL)	3.2	$198M	+4%	779k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	3.0	$186M		285k	650.34	View chart
Ishares Tr Glb Infrastr Etf (IGF)	2.9	$179M	+84%	2.7M	67.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	2.1	$131M	+13%	3.1M	42.49	View chart
Spdr Series Trust State Street Spd (MDYV)	1.8	$114M	+3%	1.3M	85.15	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$106M		298k	356.56	View chart
Spdr Series Trust State Street Spd (MDYG)	1.7	$104M	+2%	1.1M	95.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$76M	+25%	1.5M	50.98	View chart
Spdr Series Trust State Street Spd (SLYV)	1.2	$76M	+2%	798k	94.58	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.2	$75M	-4%	1.3M	59.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$69M		708k	97.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$66M		684k	97.13	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$66M	+11%	946k	69.75	View chart
Spdr Series Trust State Street Spd (SLYG)	1.1	$66M	+3%	682k	96.62	View chart
Microsoft Corporation (MSFT)	1.0	$59M	+6%	159k	370.17	View chart
NVIDIA Corporation (NVDA)	0.9	$59M	+4%	337k	174.40	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$55M	+2%	1.2M	46.19	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$53M		1.1M	46.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$50M	+28%	524k	95.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$48M	+19%	1.4M	33.77	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.8	$48M		192k	248.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$45M		957k	46.95	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$44M	+2%	466k	94.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$41M	+288%	386k	106.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$34M		275k	124.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$33M	-4%	156k	211.15	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$32M		1.1M	28.66	View chart
Ab Active Etfs Tax Aware Interm (TAFM)	0.5	$31M	-2%	1.2M	25.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$31M	+2%	310k	99.27	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$31M	-3%	324k	94.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$30M		461k	64.08	View chart
Mondelez Intl Cl A (MDLZ)	0.5	$30M		513k	57.64	View chart
Progressive Corporation Put Option (PGR)	0.5	$29M		147k	198.24	View chart
Philip Morris International (PM)	0.5	$29M	-2%	175k	165.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$28M		1.2M	23.22	View chart
Amazon (AMZN)	0.4	$27M	+12%	130k	208.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$27M	+4%	112k	237.62	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$27M		1.1M	24.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$26M	-2%	81k	320.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$25M	-24%	432k	58.18	View chart
Procter & Gamble Company (PG)	0.4	$24M		164k	144.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$24M	+3%	228k	103.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$24M	-2%	436k	54.05	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$21M	-5%	224k	91.64	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.3	$20M		42k	479.20	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.3	$20M	+3%	68k	287.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$19M		29k	653.22	View chart
Tesla Motors Call Option (TSLA)	0.3	$18M	+14%	49k	371.75	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$18M		344k	51.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$18M		62k	286.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$18M	+6%	134k	132.90	View chart
JPMorgan Chase & Co. (JPM)	0.3	$18M	+24%	60k	294.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$17M	+176%	156k	111.37	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$17M	-18%	224k	75.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$16M	+309%	678k	22.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$15M	+8%	62k	239.99	View chart
Abbvie (ABBV)	0.2	$14M		65k	217.49	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$14M	+16%	414k	32.95	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$13M	+2%	240k	55.36	View chart
Altria (MO)	0.2	$13M	-2%	198k	65.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$13M	-9%	49k	261.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$12M	+7%	157k	79.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$12M		90k	128.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$11M		231k	49.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$11M	+61%	51k	218.75	View chart
Broadcom (AVGO)	0.2	$11M	+33%	36k	309.51	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$11M		305k	36.16	View chart
Meta Platforms Cl A (META)	0.2	$11M	+13%	19k	572.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$11M	-3%	50k	215.06	View chart
Keurig Dr Pepper (KDP)	0.2	$11M		404k	26.33	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$10M	+2%	196k	53.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$10M	-5%	403k	25.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$10M	+22%	61k	169.66	View chart
United Parcel Svcs CL B (UPS)	0.2	$10M	-2%	105k	98.38	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$10M	-4%	409k	24.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$10M	+2%	47k	213.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$9.8M	+3%	205k	48.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$9.7M		109k	88.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$9.6M		68k	141.42	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.2	$9.5M		159k	59.70	View chart
Visa Com Cl A (V)	0.1	$9.2M	+17%	31k	302.24	View chart
Chevron Corporation (CVX)	0.1	$9.1M		44k	206.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.7M	+709%	99k	87.22	View chart
Johnson & Johnson (JNJ)	0.1	$8.5M	+7%	35k	244.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.4M	+147%	120k	70.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.1M	+11%	72k	113.11	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$7.9M	-9%	175k	45.06	View chart
Costco Wholesale Corporation (COST)	0.1	$7.6M	+7%	7.7k	996.51	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$7.5M	-9%	107k	70.27	View chart
Wal-Mart Stores (WMT)	0.1	$7.3M	+49%	59k	124.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$7.3M	+564%	100k	72.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$7.2M		97k	74.35	View chart
Caterpillar (CAT)	0.1	$7.1M	+15%	10k	708.50	View chart
McDonald's Corporation (MCD)	0.1	$7.1M	+5%	23k	310.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$6.8M		83k	82.75	View chart
Hawkins (HWKN)	0.1	$6.7M	+61%	44k	153.60	View chart
Eli Lilly & Co. (LLY)	0.1	$6.6M	+7%	7.2k	919.79	View chart
Ameriprise Financial (AMP)	0.1	$6.6M	+4%	15k	444.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.5M		40k	161.73	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$6.5M		138k	47.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.5M	+50%	9.00	718140.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$6.0M	-3%	63k	95.62	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$6.0M		129k	46.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$5.9M	-3%	75k	78.66	View chart
Pepsi (PEP)	0.1	$5.7M	+45%	37k	155.29	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.7M	+5%	39k	146.61	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$5.6M	+17%	193k	29.03	View chart
Netflix (NFLX)	0.1	$5.5M	+4%	58k	96.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.5M	+192%	29k	191.92	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$5.5M	-2%	175k	31.33	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$5.3M		95k	55.48	View chart
Oracle Corporation (ORCL)	0.1	$5.2M		35k	147.11	View chart
Kraft Heinz (KHC)	0.1	$5.2M		229k	22.49	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$5.1M	+101%	122k	41.68	View chart
Wells Fargo & Company (WFC)	0.1	$5.0M	+16%	63k	79.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.8M		8.0k	604.39	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$4.7M	+13%	76k	61.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.6M	-7%	51k	90.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.5M		31k	146.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$4.4M		112k	38.86	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$4.4M	+4%	92k	47.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.3M		21k	205.80	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$4.3M	-2%	30k	145.94	View chart
Stryker Corporation (SYK)	0.1	$4.3M		13k	328.61	View chart
International Business Machines (IBM)	0.1	$4.2M	-2%	17k	242.40	View chart
American Express Company (AXP)	0.1	$4.2M	-4%	14k	302.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.1M	-62%	47k	88.16	View chart
Merck & Co (MRK)	0.1	$4.1M	+77%	34k	120.29	View chart
Corning Incorporated (GLW)	0.1	$4.0M	+3%	29k	135.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads Call Option (TSM)	0.1	$4.0M	+202%	12k	337.95	View chart
Cisco Systems (CSCO)	0.1	$4.0M	+9%	51k	77.59	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$3.9M	NEW	25k	158.58	View chart
Abbott Laboratories (ABT)	0.1	$3.9M	-2%	38k	102.67	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$3.8M	+20%	43k	89.00	View chart
Advanced Micro Devices (AMD)	0.1	$3.8M	-8%	19k	203.44	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.8M		21k	175.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.7M		153k	24.27	View chart
Boeing Company (BA)	0.1	$3.7M	+3%	19k	199.03	View chart
Bank of America Corporation (BAC)	0.1	$3.6M	-6%	75k	48.75	View chart
Home Depot (HD)	0.1	$3.6M	+6%	11k	328.89	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$3.6M		27k	132.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.5M	+11%	18k	192.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.5M	-3%	112k	30.96	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.4M	+36%	71k	48.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.4M	+24%	18k	191.81	View chart
Target Corporation (TGT)	0.1	$3.3M	+20%	27k	121.20	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$3.3M	+35%	70k	47.59	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$3.3M	+16%	30k	108.98	View chart
Coca-Cola Company (KO)	0.1	$3.2M	+56%	42k	76.05	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.1M	-11%	28k	110.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$3.1M	-4%	61k	50.95	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$3.1M	-5%	61k	50.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.0M	+39%	6.9k	430.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$2.9M		58k	50.81	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$2.9M	+167%	57k	51.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.8M	+61%	30k	92.74	View chart
Ge Vernova (GEV)	0.0	$2.7M	+11%	3.1k	873.12	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.0	$2.7M	-11%	29k	93.27	View chart
Ea Series Trust Marketdesk Focus (FDIV)	0.0	$2.7M	-6%	102k	26.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.7M	+3%	40k	67.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.7M	-39%	15k	181.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$2.6M	+276%	6.9k	383.40	View chart
Blackrock (BLK)	0.0	$2.6M	+266%	2.7k	961.75	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$2.6M	-2%	17k	158.45	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$2.6M	NEW	18k	142.19	View chart
salesforce (CRM)	0.0	$2.6M	+15%	14k	186.67	View chart
Mastercard Incorporated Cl A (MA)	0.0	$2.6M	+12%	5.2k	499.71	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$2.6M	+5%	103k	25.07	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$2.6M	-2%	18k	144.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$2.5M	+145%	13k	196.21	View chart
Ge Aerospace Com New (GE)	0.0	$2.5M		8.9k	283.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$2.5M		34k	73.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$2.5M		4.1k	616.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.5M	+30%	11k	217.26	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$2.5M	+6%	18k	135.34	View chart
Medtronic SHS (MDT)	0.0	$2.5M	+131%	29k	86.65	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$2.5M	+40%	29k	84.44	View chart
Deere & Company (DE)	0.0	$2.4M	-4%	4.2k	563.34	View chart
Walt Disney Company (DIS)	0.0	$2.4M	+5%	25k	96.38	View chart
Ishares Tr Esg Select Scre (XVV)	0.0	$2.3M	+26%	47k	49.22	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$2.3M	+8%	31k	75.45	View chart
Sentinelone Cl A (S)	0.0	$2.3M		180k	12.88	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.0	$2.3M	NEW	113k	20.51	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.0	$2.3M	NEW	69k	33.58	View chart
Amgen (AMGN)	0.0	$2.3M	+123%	6.5k	351.89	View chart
Illinois Tool Works (ITW)	0.0	$2.3M		8.7k	260.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$2.2M	+14%	91k	24.75	View chart
UnitedHealth (UNH)	0.0	$2.2M	+22%	8.3k	270.62	View chart
Lumentum Hldgs (LITE)	0.0	$2.2M	NEW	3.2k	702.76	View chart
Prologis (PLD)	0.0	$2.2M	+357%	17k	132.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.2M	+2%	15k	151.41	View chart
Establishment Labs Holdings Ord (ESTA)	0.0	$2.2M	-4%	39k	56.78	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.0	$2.2M	-41%	28k	77.66	View chart
Emerson Electric (EMR)	0.0	$2.2M	+217%	16k	131.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.1M	+185%	29k	71.80	View chart
PNC Financial Services (PNC)	0.0	$2.1M	NEW	10k	208.09	View chart
Advanced Energy Industries (AEIS)	0.0	$2.1M	-10%	6.4k	322.71	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$2.1M		47k	43.65	View chart
General Mills (GIS)	0.0	$2.0M		54k	37.22	View chart
Goldman Sachs (GS)	0.0	$2.0M	-12%	2.4k	846.12	View chart
3M Company (MMM)	0.0	$2.0M	+19%	14k	145.23	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.0M	+7%	2.9k	682.26	View chart
Morgan Stanley Com New (MS)	0.0	$2.0M	+23%	12k	164.57	View chart
Verizon Communications (VZ)	0.0	$1.9M	+12%	39k	50.20	View chart
Southern Company (SO)	0.0	$1.9M	-2%	20k	96.52	View chart
Qualcomm (QCOM)	0.0	$1.9M	+127%	15k	128.78	View chart
Honeywell International (HON)	0.0	$1.9M	+36%	8.4k	226.04	View chart
Starbucks Corporation (SBUX)	0.0	$1.9M	+20%	21k	89.59	View chart
Kla Corp Com New (KLAC)	0.0	$1.9M	+2%	1.3k	1472.43	View chart
Airbnb Com Cl A (ABNB)	0.0	$1.9M	-27%	15k	126.28	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$1.8M	+37%	23k	79.06	View chart
Applied Materials (AMAT)	0.0	$1.8M	-4%	5.2k	341.84	View chart
Wp Carey (WPC)	0.0	$1.8M	+14%	26k	67.96	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$1.8M	+24%	22k	80.05	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.8M	-92%	5.6k	318.12	View chart
McKesson Corporation (MCK)	0.0	$1.7M	-7%	2.0k	865.42	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$1.7M	NEW	47k	35.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.7M	-21%	22k	77.11	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$1.6M	NEW	137k	11.90	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.6M	+2%	36k	45.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.6M	+21%	11k	142.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.6M	+2%	27k	59.55	View chart
Dollar Tree (DLTR)	0.0	$1.6M		14k	109.51	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$1.5M	-21%	15k	100.73	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$1.5M	-25%	49k	31.43	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.5M	-11%	17k	90.94	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$1.5M		16k	94.56	View chart
Union Pacific Corporation (UNP)	0.0	$1.5M	+37%	6.2k	242.65	View chart
Roblox Corp Cl A (RBLX)	0.0	$1.5M	+19%	27k	56.56	View chart
Hinge Health Cl A (HNGE)	0.0	$1.5M		39k	38.56	View chart
Nxp Semiconductors N V (NXPI)	0.0	$1.5M	NEW	7.7k	196.86	View chart
Lowe's Companies (LOW)	0.0	$1.5M	+7%	6.4k	236.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$1.5M	NEW	14k	110.47	View chart
Spdr Series Trust State Street Spd (SMLV)	0.0	$1.5M		11k	137.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.5M	-9%	3.7k	390.41	View chart
Us Bancorp Com New (USB)	0.0	$1.4M	-18%	27k	52.01	View chart
Central Garden & Pet Cl A Non-vtg (CENTA)	0.0	$1.4M		43k	32.42	View chart
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU)	0.0	$1.4M		14k	96.40	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$1.4M		11k	121.19	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$1.4M	-12%	23k	59.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.4M	-2%	47k	29.08	View chart
Williams Companies (WMB)	0.0	$1.4M	+384%	19k	72.78	View chart

Past Filings by NorthRock Partners

SEC 13F filings are viewable for NorthRock Partners going back to 2014

NorthRock Partners 2026 Q1 filed May 15, 2026
NorthRock Partners 2025 Q4 filed Feb. 17, 2026
NorthRock Partners 2025 Q2 restated filed Nov. 14, 2025
NorthRock Partners 2025 Q2 filed July 25, 2025
NorthRock Partners 2025 Q1 filed May 8, 2025
NorthRock Partners 2023 Q4 restated filed April 22, 2025
NorthRock Partners 2024 Q1 restated filed April 22, 2025
NorthRock Partners 2024 Q2 restated filed April 22, 2025
NorthRock Partners 2024 Q3 restated filed April 22, 2025
NorthRock Partners 2024 Q4 restated filed April 22, 2025
NorthRock Partners 2024 Q4 filed Feb. 14, 2025
NorthRock Partners 2024 Q3 filed Oct. 30, 2024
NorthRock Partners 2024 Q2 filed Aug. 6, 2024
NorthRock Partners 2024 Q1 filed May 7, 2024
NorthRock Partners 2023 Q4 filed Feb. 8, 2024
NorthRock Partners 2023 Q3 filed Oct. 24, 2023

View all past filings

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