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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIG VANGUARD SPECIALIZED FUNDS 3,379.0 $800K 0.10% $236.62 +2.4%
102 DIA STATE STR SPDR DOW JONES IND Financial Services 1,525.0 $797K 0.10% $522.39 +1.0%
103 GLD SPDR GOLD TR Financial Services 2,071.0 $763K 0.09% -206.0 -9.1% $368.38 +12.7%
104 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.09% $748850.00
105 SHEL SHELL PLC Energy 9,250.0 $717K 0.09% $77.54 +20.8%
106 PGR PROGRESSIVE CORP Financial Services 3,229.0 $705K 0.09% -2K -41.5% $218.45 +0.9%
107 VBR VANGUARD INDEX FDS 2,878.0 $699K 0.09% -147.0 -4.9% $243.02 +1.8%
108 USB US BANCORP Financial Services 10,787.0 $652K 0.08% -115.0 -1.1% $60.40 +2.3%
109 ACWX ISHARES TR 8,300.0 $632K 0.08% $76.11 +1.6%
110 STM STMICROELECTRONICS N V Technology 7,927.0 $594K 0.07% +1K +15.4% $74.89 -33.3%
111 HD HOME DEPOT INC Consumer Cyclical 1,652.0 $583K 0.07% +292.0 +21.5% $352.62 -5.1%
112 IVW ISHARES TR 4,200.0 $578K 0.07% $137.53 +0.6%
113 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 6,875.0 $566K 0.07% $82.40 -5.4%
114 LYG LLOYDS BANKING GROUP PLC Financial Services 93,759.0 $547K 0.07% $5.83 +1.2%
115 NYF ISHARES TR 10,000.0 $539K 0.07% $53.91 -2.1%
116 NXPI NXP SEMICONDUCTORS N V Technology 1,898.0 $533K 0.07% +47.0 +2.5% $281.03 -20.7%
117 SCHD SCHWAB STRATEGIC TR 16,132.0 $512K 0.06% -657.0 -3.9% $31.71 +9.8%
118 SGOV ISHARES TR 4,992.0 $503K 0.06% $100.67 -0.1%
119 EEM ISHARES TR 7,058.0 $483K 0.06% -185.0 -2.5% $68.41 -2.6%
120 XLK SELECT SECTOR SPDR TR 2,489.0 $474K 0.06% +49.0 +2.0% $190.52 -3.9%
Page 6 of 8  ·  156 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 35.9%
Financial Services 19.4%
Communication Services 13.8%
Healthcare 10.1%
Industrials 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 3.3%
Energy 3.1%
Real Estate 1.6%
Basic Materials 0.4%