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Portfolio (Quarterly) Guide ↗

EAGLE ROCK INVESTMENT COMPANY, LLC

· CIK 0001911407
13F Portfolio $688M AUM 158 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 55 Added 34 Reduced 9 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 5,335.0 $1.2M 0.17% -50.0 -0.9% $217.49 -0.5%
22 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,900.0 $1.1M 0.17% -191.0 -6.2% $391.76 +173.2%
23 PGR PROGRESSIVE CORP Financial Services 5,516.0 $1.1M 0.16% -347.0 -5.9% $198.24 +3.3%
24 GLD SPDR GOLD TR Financial Services 2,277.0 $980K 0.14% -194.0 -7.8% $430.29 -10.0%
25 SSNC SS&C TECH HLDGS Technology 7,700.0 $520K 0.08% -2K -18.7% $67.57 -3.2%
26 LYG LLOYDS BANKING GROUP PLC Financial Services 93,759.0 $472K 0.07% -4K -3.9% $5.03 +10.1%
27 PINS PINTEREST INC Communication Services 25,698.0 $471K 0.07% -45K -63.6% $18.34 +10.5%
28 T AT&T INC Communication Services 15,587.0 $452K 0.07% -2K -10.3% $28.99 -24.1%
29 ACN ACCENTURE PLC IRELAND Technology 2,225.0 $441K 0.06% -170.0 -7.1% $198.29 -35.5%
30 LH LABCORP HOLDINGS INC Healthcare 1,450.0 $387K 0.06% -135.0 -8.5% $266.81 -4.1%
31 RTX RTX CORPORATION Industrials 1,771.0 $342K 0.05% -72.0 -3.9% $192.94 -3.8%
32 IWD ISHARES TR 1,514.0 $323K 0.05% -114.0 -7.0% $213.67 +13.3%
33 AFL AFLAC INC Financial Services 2,900.0 $318K 0.05% -200.0 -6.5% $109.71 +5.3%
34 B BARRICK MNG CORP Basic Materials 6,775.0 $276K 0.04% -2K -18.7% $40.79 -1.1%
Page 2 of 2  ·  34 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 31.2%
Financial Services 20.3%
Communication Services 14.9%
Healthcare 10.8%
Industrials 6.1%
Consumer Cyclical 5.4%
Energy 4.4%
Consumer Defensive 4.1%
Real Estate 1.9%
Basic Materials 0.5%