Bell Rock Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Bell Rock Capital LLC
CRD #139163
SEC #801-65934
CIK #1756283
AUM $173.4 MM (100% Disc, 100% US, 2020-02-25)
Employees9 (67% Investors, 0% Brokers)
Phone302-227-7608
Address35568 Airport Road
Rehoboth Beach, DE 19971
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
3702962221487402006201120162021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 11.9
AMZN 1,207,970.0 9.2
QLD 6.3
MSFT 1,376,930.0 4.8
UYG 3.4
CHD 17,290.0 3.3
HD 260,450.0 3.3
BA 81,670.0 3.0
KMI 35,740.0 2.8
KEY 11,570.0 2.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02018201820192020
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FL 0.2
Detwiler Mitchell Fenton & Graves Inc
MA 0.2
Weyland Capital Management LLC
NH 0.2
Stonebridge Financial Inc
NJ 0.2
Mendel Money Management Inc
IL 0.2
Applied Research Investments LLC
NY 0.2
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