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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  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCZ ISHARES TR 3,801.0 $313K 0.04% -34.0 -0.9% $82.27 +5.3%
42 NSC NORFOLK SOUTHN CORP Industrials 940.0 $296K 0.04% -90.0 -8.7% $314.59 +11.5%
43 RTX RTX CORPORATION Industrials 1,426.0 $270K 0.03% -345.0 -19.5% $189.67 +10.7%
44 B BARRICK MNG CORP Basic Materials 6,295.0 $231K 0.03% -480.0 -7.1% $36.73 +29.6%
Page 3 of 3  ·  44 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%