Rockport Wealth LLC made a significant move on Feb. 5, 2026, by disclosing a new position in the First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR). According to a Securities and Exchange Commission (SEC) filing dated the same day, Rockport Wealth LLC purchased 97,377 shares of AIRR, amounting to a value of $9.57 million at quarter end.
This new position in AIRR represents 1.9% of Rockport Wealth LLC’s total reportable 13F AUM, indicating a strategic investment decision. After the filing, the top holdings for Rockport Wealth LLC included NYSEMKT: FDL at $71.4 million (13.9% of AUM), NASDAQ: ISRG at $32.3 million (6.3% of AUM), NYSEMKT: IMCG at $32.1 million (6.2% of AUM), NASDAQ: GOOGL at $30.1 million (5.9% of AUM), and NYSEMKT: BUXX at $30.1 million (5.9% of AUM).
As of Feb. 5, 2026, the price of AIRR shares stood at $113.49, marking a 42.6% increase over the past year, outperforming the S&P 500 by 29 percentage points. The investment strategy behind AIRR focuses on tracking an index of small and mid-cap U.S. companies in the industrial and community banking sectors. The fund primarily invests in equity securities, with at least 90% of net assets allocated to index constituents.
AIRR operates as an exchange-traded fund (ETF) with a transparent, rules-based methodology, providing targeted exposure to U.S. industrial and community banking companies. The fund’s strategy aims to measure the performance of small and mid-cap U.S. companies in the industrial and community banking sectors, offering investors access to a specialized segment of the U.S. equity market.
Rockport Wealth’s decision to add a new position in AIRR showcases a diversified mix of growth stocks and relatively safe income investments. The ETF presents a low-risk opportunity to capitalize on a potential recovery in the manufacturing and industrial sectors without the risk associated with individual stocks. With a focus on small- and mid-size U.S. companies contributing to fundamental infrastructure development, AIRR has the potential for further growth in 2026.
The purchase of AIRR coincides with a positive trend in the U.S. ISM Manufacturing PMI moving back above 50, indicating expansion that could benefit industrials in 2026. This strategic move by Rockport Wealth appears to be a classic sector rotation bet, aligning with the fund’s investment strategy and market outlook.
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In conclusion, Rockport Wealth’s purchase of $9 million worth of AIRR reflects a strategic investment move in the U.S. industrial and community banking sectors. The fund’s transparent and rules-based methodology, along with its focus on small and mid-cap companies, positions it well for potential growth in 2026. As the market continues to evolve, staying informed and leveraging expert insights can help investors make informed decisions for their portfolios.
