BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

EdgeRock Capital LLC

· CIK 0001908378
13F Portfolio $376M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 4,943.0 $595K 0.16% NEW $120.36 +16.1%
62 VO VANGUARD INDEX FDS 2,046.0 $594K 0.16% NEW $290.22 -72.4%
63 CVX CHEVRON CORP NEW Energy 3,867.0 $589K 0.16% NEW $152.43 +12.5%
64 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,401.0 $584K 0.15% NEW $416.82 -31.0%
65 ONTO ONTO INNOVATION INC Technology 3,653.0 $577K 0.15% NEW $157.86 +104.1%
66 CSCO CISCO SYS INC Technology 7,379.0 $568K 0.15% NEW $77.04 +55.4%
67 DHR DANAHER CORPORATION Healthcare 2,457.0 $562K 0.15% NEW $228.92 -17.5%
68 ORCL ORACLE CORP Technology 2,731.0 $532K 0.14% NEW $194.96 -19.1%
69 ABBV ABBVIE INC Healthcare 2,325.0 $531K 0.14% NEW $228.57 +2.8%
70 MA MASTERCARD INCORPORATED Financial Services 913.0 $521K 0.14% NEW $570.97 -13.4%
71 ARKF ARK ETF TR 10,797.0 $514K 0.14% NEW $47.63 -18.6%
72 HII HUNTINGTON INGALLS INDS INC Industrials 1,511.0 $514K 0.14% NEW $340.07 -17.8%
73 PG PROCTER AND GAMBLE CO Consumer Defensive 3,553.0 $509K 0.14% NEW $143.34 +6.1%
74 NFLX NETFLIX INC Communication Services 5,222.0 $490K 0.13% NEW $93.76 -23.4%
75 GTLS CHART INDS INC Industrials 2,274.0 $469K 0.12% NEW $206.23 +1.2%
76 SHY ISHARES TR 5,566.0 $461K 0.12% NEW $82.82 -0.9%
77 CG CARLYLE GROUP INC Financial Services 7,564.0 $447K 0.12% NEW $59.11 -30.5%
78 AMAT APPLIED MATLS INC Technology 1,686.0 $433K 0.12% NEW $256.99 +129.2%
79 DD DUPONT DE NEMOURS INC Basic Materials 11,069.0 $433K 0.12% NEW $39.09 +252.6%
80 SMH VANECK ETF TRUST 1,169.0 $421K 0.11% NEW $360.35 +72.0%
Page 4 of 7  ·  129 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 37.1%
Financial Services 20.6%
Industrials 9.9%
Communication Services 9.3%
Consumer Cyclical 8.9%
Healthcare 5.8%
Consumer Defensive 3.6%
Energy 3.1%
Basic Materials 1.3%
Utilities 0.4%