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Portfolio (Quarterly) Guide ↗

EAGLE ROCK INVESTMENT COMPANY, LLC

· CIK 0001911407
13F Portfolio $808M AUM 156 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 49 Added 44 Reduced 9 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NXPI NXP SEMICONDUCTORS N V Technology 1,898.0 $533K 0.07% +47.0 +2.5% $281.03 -19.7%
42 XLK SELECT SECTOR SPDR TR 2,489.0 $474K 0.06% +49.0 +2.0% $190.52 -3.8%
43 GE GE AEROSPACE Industrials 1,268.0 $474K 0.06% +18.0 +1.4% $373.73 -6.8%
44 UPS UNITED PARCEL SVCS INC Industrials 3,633.0 $391K 0.05% +725.0 +24.9% $107.50 -5.1%
45 BP BP PLC Energy 9,421.0 $348K 0.04% +341.0 +3.8% $36.95 +21.1%
46 CGNG CAPITAL GROUP NEW GEOGRAPHY 9,097.0 $341K 0.04% +150.0 +1.7% $37.46 -1.4%
47 VUG VANGUARD INDEX FDS 3,733.0 $322K 0.04% +3K +500.2% $86.15 +1.6%
48 RTO RENTOKIL INITIAL PLC Industrials 9,308.0 $266K 0.03% +406.0 +4.6% $28.61 -17.3%
49 NU NU HLDGS LTD Financial Services 16,202.0 $216K 0.03% +706.0 +4.6% $13.36 +9.1%
Page 3 of 3  ·  49 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 36.5%
Financial Services 18.8%
Communication Services 13.4%
Healthcare 10.2%
Industrials 7.2%
Consumer Cyclical 5.2%
Consumer Defensive 3.3%
Energy 3.1%
Real Estate 1.6%
Basic Materials 0.4%