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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LIN LINDE PLC Basic Materials 436.0 $216K 0.06% NEW $495.76 +4.0%
122 GBIL GOLDMAN SACHS ETF TR 2,292.0 $214K 0.06% NEW $93.55 +7.0%
123 FSMB FIRST TR EXCH TRADED FD III 10,592.0 $211K 0.06% NEW $19.96 +0.4%
124 BBY BEST BUY INC Consumer Cyclical 3,256.0 $208K 0.06% +77.0 +2.4% $63.81 +21.7%
125 ABT ABBOTT LABORATORIES Healthcare 2,058.0 $205K 0.06% -68.0 -3.2% $99.70 -9.2%
126 FDX FEDEX CORP Industrials 575.0 $205K 0.06% NEW $356.18 -11.0%
Page 7 of 7  ·  126 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%