Altar Rock LLC (0002156071) (Filer)

CIK 0002156071 • 3 13F filings • Sep 21, 2026 – Sep 21, 2026

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Filer information

Filed by: Altar Rock LLC, Chief Compliance Officer
Address: 407 EAST 70TH STREET, 5TH FLOOR, NEW YORK, NY, 10021
Phone: 917-226-0565
AUM: $83.4M

AUM over time

$83.4M

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $83.4M2 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$322K	0.4%Prev: 0.6%	19,757 SH	Decreased+9,211 SH
ABBOTT LABS	COM	$296K	0.4%	2,365 SH	New
ABBVIE INC	COM	$284K	0.3%Prev: 0.3%	1,245 SH	Increased+391 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$299K	0.4%	1,116 SH	New
ADOBE INC	COM	$369K	0.4%	1,053 SH	New
AFFILIATED MANAGERS GROUP IN	COM	$4.5M	5.4%	15,542 SH	New
AIRBNB INC	COM CL A	$346K	0.4%Prev: 0.5%	2,548 SH	Increased+306 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$275K	0.3%	5,534 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	1.9%Prev: 2.0%	4,991 SH	Increased+1,168 SH
ALPHABET INC	CAP STK CL C	$747K	0.9%Prev: 0.5%	2,381 SH	Increased+1,330 SH
AMAZON COM INC	COM	$1.5M	1.7%Prev: 1.6%	6,288 SH	Increased+1,788 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.0M	4.8%Prev: 7.5%	52,287 SH	Decreased-711 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$1.4M	1.6%Prev: 2.3%	23,316 SH	Decreased-178 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.1M	6.2%Prev: 8.3%	62,480 SH	Decreased-1,019 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.7M	2.1%Prev: 2.9%	18,582 SH	Decreased-444 SH
AMERICAN CENTY ETF TR	US EQT ETF	$3.0M	3.6%Prev: 5.2%	26,681 SH	Decreased-933 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.2M	5.1%Prev: 7.6%	55,767 SH	Decreased-996 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$3.2M	3.8%Prev: 5.7%	30,982 SH	Decreased-488 SH
AMGEN INC	COM	$229K	0.3%	701 SH	New
APPLE INC	COM	$2.8M	3.3%Prev: 3.0%	10,246 SH	Increased+3,073 SH
APPLIED MATLS INC	COM	$233K	0.3%Prev: 0.7%	905 SH	Decreased+246 SH
ARISTA NETWORKS INC	COM SHS	$314K	0.4%	2,400 SH	New
ARMSTRONG WORLD INDS INC NEW	COM	$266K	0.3%	1,394 SH	New
AUTODESK INC	COM	$266K	0.3%	897 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$332K	0.4%	1,283 SH	New
BECTON DICKINSON & CO	COM	$209K	0.3%	1,075 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$577K	0.7%Prev: 0.6%	1,147 SH	Increased+369 SH
BIO-TECHNE CORP	COM	$220K	0.3%	3,744 SH	New
BOOKING HOLDINGS INC	COM	$348K	0.4%	65 SH	New
BOSTON SCIENTIFIC CORP	COM	$247K	0.3%	2,593 SH	New
BROADCOM INC	COM	$787K	0.9%Prev: 1.1%	2,274 SH	Increased+216 SH
CAPITAL ONE FINL CORP	COM	$233K	0.3%	961 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$280K	0.3%	9,179 SH	New
CATERPILLAR INC	COM	$204K	0.2%Prev: 0.5%	356 SH	Decreased+17 SH
CHARLES RIV LABS INTL INC	COM	$228K	0.3%	1,144 SH	New
CHEVRON CORP NEW	COM	$338K	0.4%	2,215 SH	New
CIRRUS LOGIC INC	COM	$206K	0.2%	1,738 SH	New
CLEAN HARBORS INC	COM	$258K	0.3%	1,100 SH	New
COLGATE PALMOLIVE CO	COM	$299K	0.4%	3,784 SH	New
CONSOLIDATED EDISON INC	COM	$203K	0.2%	2,045 SH	New
COSTCO WHSL CORP NEW	COM	$247K	0.3%	287 SH	New
CROWN HLDGS INC	COM	$269K	0.3%	2,615 SH	New
DENTSPLY SIRONA INC	COM	$170K	0.2%	14,673 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.5M	4.2%	88,823 SH	New
DOCUSIGN INC	COM	$219K	0.3%	3,197 SH	New
EASTGROUP PPTYS INC	COM	$231K	0.3%	1,287 SH	New
EASTMAN CHEM CO	COM	$221K	0.3%	3,410 SH	New
ELANCO ANIMAL HEALTH INC	COM	$269K	0.3%	11,903 SH	New
ELI LILLY & CO	COM	$442K	0.5%Prev: 0.7%	411 SH	Decreased-8 SH
EPR PPTYS	COM SH BEN INT	$223K	0.3%	4,433 SH	New
EQUIFAX INC	COM	$225K	0.3%	1,039 SH	New
EXPEDIA GROUP INC	COM NEW	$388K	0.5%	1,368 SH	New
EXXON MOBIL CORP	COM	$432K	0.5%Prev: 0.5%	3,593 SH	Increased+1,314 SH
FEDEX CORP	COM	$235K	0.3%	810 SH	New
FIVE BELOW INC	COM	$222K	0.3%	1,177 SH	New
FLOWERS FOODS INC	COM	$171K	0.2%Prev: 0.2%	15,737 SH	Increased+741 SH
FOX CORP	CL A COM	$378K	0.5%	5,174 SH	New
GAMING & LEISURE PPTYS INC	COM	$235K	0.3%	5,261 SH	New
GE AEROSPACE	COM NEW	$294K	0.4%	954 SH	New
GENERAL DYNAMICS CORP	COM	$336K	0.4%	997 SH	New
GENERAL MLS INC	COM	$228K	0.3%	4,906 SH	New
GENPACT LIMITED	SHS	$301K	0.4%	6,435 SH	New
GOLDMAN SACHS GROUP INC	COM	$432K	0.5%	491 SH	New
GRAND CANYON ED INC	COM	$213K	0.3%	1,281 SH	New
HAWAIIAN ELEC INDUSTRIES	COM	$147K	0.2%	11,940 SH	New
HCA HEALTHCARE INC	COM	$359K	0.4%	769 SH	New
HOME DEPOT INC	COM	$352K	0.4%	1,022 SH	New
HOWMET AEROSPACE INC	COM	$243K	0.3%	1,184 SH	New
HUNT J B TRANS SVCS INC	COM	$210K	0.3%	1,082 SH	New
INGREDION INC	COM	$277K	0.3%	2,515 SH	New
INTERNATIONAL FLAVORS&FRAGRA	COM	$216K	0.3%	3,188 SH	New
INVESCO LTD	SHS	$228K	0.3%	8,679 SH	New
ISHARES TR	CORE S&P SCP ETF	$208K	0.2%Prev: 0.4%	1,728 SH	Decreased-1 SH
ISHARES TR	CORE US AGGBD ET	$237K	0.3%	2,369 SH	New
ISHARES TR	NATIONAL MUN ETF	$459K	0.5%Prev: 0.7%	4,283 SH	Decreased
JABIL INC	COM	$229K	0.3%	1,003 SH	New
JOHNSON CTLS INTL PLC	SHS	$211K	0.3%	1,754 SH	New
JPMORGAN CHASE & CO.	COM	$611K	0.7%	1,897 SH	New
KILROY RLTY CORP	COM	$265K	0.3%	6,994 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$233K	0.3%	792 SH	New
LAM RESEARCH CORP	COM NEW	$399K	0.5%Prev: 0.5%	2,325 SH	Increased+1,523 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$207K	0.2%	4,770 SH	New
MASTERCARD INCORPORATED	CL A	$285K	0.3%Prev: 0.4%	499 SH	Increased+25 SH
MERCK & CO INC	COM	$316K	0.4%	2,976 SH	New
META PLATFORMS INC	CL A	$1.0M	1.3%Prev: 0.9%	1,587 SH	Increased+457 SH
MICROSOFT CORP	COM	$2.3M	2.7%Prev: 1.8%	4,743 SH	Increased+1,509 SH
MID-AMER APT CMNTYS INC	COM	$236K	0.3%	1,699 SH	New
MIDDLEBY CORP	COM	$262K	0.3%	1,761 SH	New
MONSTER BEVERAGE CORP NEW	COM	$325K	0.4%Prev: 0.4%	4,233 SH	Increased+1,541 SH
MORGAN STANLEY	COM NEW	$246K	0.3%	1,385 SH	New
MSC INDL DIRECT INC	CL A	$269K	0.3%	3,201 SH	New
NETFLIX INC	COM	$414K	0.5%	4,413 SH	New
NNN REIT INC	COM	$226K	0.3%	5,715 SH	New
NUCOR CORP	COM	$212K	0.3%	1,297 SH	New
NVIDIA CORPORATION	COM	$2.9M	3.5%Prev: 3.2%	15,685 SH	Increased+4,714 SH
OMEGA HEALTHCARE INVS INC	COM	$202K	0.2%Prev: 0.3%	4,562 SH	Decreased+85 SH
ON SEMICONDUCTOR CORP	COM	$208K	0.2%	3,832 SH	New
OREILLY AUTOMOTIVE INC	COM	$205K	0.2%	2,248 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$371K	0.4%	2,086 SH	New
PROGRESSIVE CORP	COM	$249K	0.3%	1,092 SH	New
PRUDENTIAL FINL INC	COM	$206K	0.2%	1,827 SH	New
QORVO INC	COM	$238K	0.3%	2,813 SH	New
QUALCOMM INC	COM	$266K	0.3%	1,555 SH	New
RALPH LAUREN CORP	CL A	$283K	0.3%	799 SH	New
REYNOLDS CONSUMER PRODS INC	COM	$204K	0.2%	8,902 SH	New
ROBERT HALF INC.	COM	$229K	0.3%Prev: 0.4%	8,416 SH	Decreased-1,138 SH
RTX CORPORATION	COM	$366K	0.4%	1,993 SH	New
SALESFORCE INC	COM	$215K	0.3%	809 SH	New
SAP SE	SPON ADR	$205K	0.2%	844 SH	New
SCHNEIDER NATIONAL INC	CL B	$234K	0.3%	8,791 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$273K	0.3%Prev: 0.4%	988 SH	Increased+719 SH
SKYWORKS SOLUTIONS INC	COM	$217K	0.3%	3,416 SH	New
SPDR GOLD TR	GOLD SHS	$3.8M	4.6%Prev: 5.0%	9,642 SH	Increased+405 SH
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$1.8M	2.2%	27,569 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$306K	0.4%	3,707 SH	New
STATE STR CORP	COM	$214K	0.3%	1,658 SH	New
STRYKER CORPORATION	COM	$218K	0.3%	618 SH	New
SYNCHRONY FINANCIAL	COM	$245K	0.3%	2,939 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$739K	0.9%	2,425 SH	New
TARGET CORP	COM	$242K	0.3%	2,475 SH	New
TE CONNECTIVITY PLC	ORD SHS	$243K	0.3%	1,066 SH	New
TESLA INC	COM	$760K	0.9%Prev: 0.8%	1,691 SH	Increased+440 SH
THERMO FISHER SCIENTIFIC INC	COM	$258K	0.3%	445 SH	New
TRAVEL PLUS LEISURE CO	COM	$319K	0.4%	4,529 SH	New
TYSON FOODS INC	CL A	$275K	0.3%	4,695 SH	New
ULTA BEAUTY INC	COM	$206K	0.2%	340 SH	New
UNITED RENTALS INC	COM	$205K	0.2%	253 SH	New
UNIVERSAL HLTH SVCS INC	CL B	$265K	0.3%	1,217 SH	New
VALMONT INDS INC	COM	$229K	0.3%	569 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$306K	0.4%Prev: 0.4%	3,883 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$211K	0.3%	1,729 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$575K	0.7%Prev: 1.0%	9,210 SH	Decreased-2 SH
VISA INC	COM CL A	$343K	0.4%Prev: 0.4%	977 SH	Increased+207 SH
WALMART INC	COM	$282K	0.3%Prev: 0.5%	2,529 SH	Decreased-413 SH
WELLS FARGO CO NEW	COM	$282K	0.3%	3,028 SH	New
WENDYS CO	COM	$97K	0.1%	11,643 SH	New
WESTERN DIGITAL CORP	COM	$208K	0.2%	1,210 SH	New
XYLEM INC	COM	$210K	0.3%	1,545 SH	New
ZOOM COMMUNICATIONS INC	CL A	$226K	0.3%	2,624 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $405K
AFFILIATED MANAGERS GROUP — $3.6M
AMPHENOL CORP — $270K
ASML HLDG NV — $368K
BANCO SANTANDER SA — $244K
CISCO SYS INC — $218K
CITIGROUP INC — $257K
COMPANHIA PARANAENSE DE ENER — $121K
CONAGRA BRANDS INC — $155K
DELTA AIR LINES INC — $243K
DIMENSIONAL ETF TRUST — $4.0M
ESSEX PPTY TR INC — $206K
FIRST HAWAIIAN INC — $201K
FORTUNE BRANDS INNOVATIONS I — $200K
HALEON PLC — $132K
ICL GROUP LTD — $133K
INTEL CORP — $233K
ISHARES TR — $209K
ISHARES TR — $1.6M
JOHNSON & JOHNSON — $233K
… and 19 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Sep 21, 2026	Q4 2025	13F-HR	0002085853-26-001096	$83.4M	View
Sep 21, 2026	Q2 2026	13F-HR	0002085853-26-001098	$68.4M	View
Sep 21, 2026	Q1 2026