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Portfolio (Quarterly) Guide ↗

EdgeRock Capital LLC

· CIK 0001908378
13F Portfolio $370M AUM 126 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 61 Added 36 Reduced 15 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GSIE GOLDMAN SACHS ETF TR 11,455.0 $494K 0.13% +5K +64.9% $43.13 +4.4%
42 MA MASTERCARD INCORPORATED Financial Services 944.0 $471K 0.13% +31.0 +3.4% $498.68 -0.9%
43 CAT CATERPILLAR INC Industrials 618.0 $438K 0.12% +26.0 +4.4% $708.12 +40.4%
44 ORCL ORACLE CORP Technology 2,765.0 $407K 0.11% +34.0 +1.2% $147.10 +7.2%
45 IEMG ISHARES INC 5,617.0 $392K 0.11% +889.0 +18.8% $69.75 +16.8%
46 CG CARLYLE GROUP INC Financial Services 8,045.0 $389K 0.10% +481.0 +6.4% $48.39 -15.1%
47 BAC BANK AMERICA CORP Financial Services 7,825.0 $381K 0.10% +568.0 +7.8% $48.75 +18.4%
48 ACGL ARCH CAP GROUP LTD Financial Services 3,843.0 $369K 0.10% +36.0 +0.9% $95.99 -1.1%
49 MCD MCDONALDS CORP Consumer Cyclical 1,164.0 $363K 0.10% +54.0 +4.9% $311.52 -12.1%
50 KO COCA COLA CO Consumer Defensive 4,714.0 $359K 0.10% +421.0 +9.8% $76.06 +6.0%
51 GS GOLDMAN SACHS GROUP INC Financial Services 410.0 $347K 0.09% +19.0 +4.9% $845.99 +27.3%
52 C CITIGROUP INC Financial Services 2,780.0 $315K 0.09% +199.0 +7.7% $113.42 +26.6%
53 MRK MERCK & CO INC Healthcare 2,603.0 $313K 0.09% +270.0 +11.6% $120.31 +0.3%
54 COP CONOCOPHILLIPS Energy 2,261.0 $298K 0.08% +36.0 +1.6% $132.00 -19.0%
55 GE GE AEROSPACE Industrials 1,030.0 $292K 0.08% +25.0 +2.5% $283.77 +28.9%
56 IJH ISHARES TR 4,304.0 $291K 0.08% +710.0 +19.8% $67.53 +12.2%
57 LRCX LAM RESEARCH CORP Technology 1,349.0 $288K 0.08% +118.0 +9.6% $213.66 +75.4%
58 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,854.0 $287K 0.08% +213.0 +4.6% $59.03 -11.8%
59 AMD ADVANCED MICRO DEVICES INC Technology 1,403.0 $286K 0.08% +112.0 +8.7% $204.15 +154.6%
60 BA BOEING CO Industrials 1,175.0 $233K 0.06% +18.0 +1.6% $198.18 +11.1%
Page 3 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 20.0%
Industrials 11.4%
Communication Services 9.2%
Consumer Cyclical 9.1%
Healthcare 5.7%
Consumer Defensive 4.7%
Energy 4.4%
Basic Materials 1.9%
Utilities 0.7%