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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BX BLACKSTONE INC Financial Services 33,509.0 $3.9M 0.49% NEW $117.67 +21.8%
2 WD WALKER & DUNLOP INC Financial Services 20,178.0 $1.1M 0.14% NEW $54.70 -26.5%
3 CORT CORCEPT THERAPEUTICS INC Healthcare 4,750.0 $413K 0.05% NEW $86.95 +40.6%
4 NTES NETEASE COM INC Technology 1,808.0 $232K 0.03% NEW $128.14 +0.0%
5 SPSM SPDR SERIES TRUST 3,747.0 $216K 0.03% NEW $57.67 -0.7%
6 GS GOLDMAN SACHS GROUP INC Financial Services 200.0 $202K 0.03% NEW $1011.37 +2.8%
7 UNP UNION PAC CORP Industrials 739.0 $201K 0.03% NEW $272.00 +13.3%

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%