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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 J P MORGAN EXCHANGE TRADED F 15,983.0 $809K 0.12% $50.61
102 CGXU CAPITAL GROUP INTL FOCUS EQT 25,796.0 $761K 0.11% +2K +7.6% $29.49 +22.4%
103 MS MORGAN STANLEY Financial Services 4,500.0 $741K 0.11% $164.57 +35.6%
104 BNDX VANGUARD CHARLOTTE FDS 15,165.0 $729K 0.11% +3K +27.9% $48.05 +0.6%
105 VIG VANGUARD SPECIALIZED FUNDS 3,379.0 $727K 0.11% $215.06 +9.4%
106 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.10% $718140.00
107 DIA STATE STR SPDR DOW JONES IND Financial Services 1,525.0 $706K 0.10% $463.19 +11.3%
108 VBR VANGUARD INDEX FDS 3,025.0 $657K 0.10% +30.0 +1.0% $217.22 +9.8%
109 ACWX ISHARES TR 8,300.0 $568K 0.08% $68.47 +12.6%
110 USB US BANCORP Financial Services 10,902.0 $567K 0.08% +97.0 +0.9% $52.01 +11.8%
111 KWEB KRANESHARES TRUST 19,688.0 $560K 0.08% +775.0 +4.1% $28.43 -11.2%
112 NYF ISHARES TR 10,000.0 $531K 0.08% $53.12 +1.3%
113 INTC INTEL CORP Technology 12,000.0 $530K 0.08% $44.13 +203.6%
114 SSNC SS&C TECH HLDGS Technology 7,700.0 $520K 0.08% -2K -18.7% $67.57 -3.2%
115 SCHD SCHWAB STRATEGIC TR 16,789.0 $515K 0.07% +3K +19.3% $30.68 +3.8%
116 SGOV ISHARES TR 4,992.0 $502K 0.07% $100.66 -0.1%
117 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 6,875.0 $477K 0.07% +902.0 +15.1% $69.37 +16.4%
118 IVW ISHARES TR 4,200.0 $475K 0.07% $113.11 +22.0%
119 LYG LLOYDS BANKING GROUP PLC Financial Services 93,759.0 $472K 0.07% -4K -3.9% $5.03 +10.1%
120 PINS PINTEREST INC Communication Services 25,698.0 $471K 0.07% -45K -63.6% $18.34 +10.5%
Page 6 of 8  ·  158 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%