Rothwell Investment Advisors, LLC’s Monarch Casino & Resort MCRI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MCRI Stock Details MCRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.78K	Buy	+15	New	+$1.84K	﹤0.01%	1047

Other funds holding MCRI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MCRI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Monarch Casino & Resort (MCRI) in Q3 2026: 15 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

101 funds tracked by Wall St. Rank hold MCRI as of Q3 2026.

Rothwell Investment Advisors, LLC held 15 shares of Monarch Casino & Resort worth $1.78K as of Q3 2026.
Monarch Casino & Resort was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Monarch Casino & Resort made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1047 holding.
101 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.