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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 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC Communication Services 15,587.0 $452K 0.07% -2K -10.3% $28.99 -24.1%
122 MDT MEDTRONIC PLC Healthcare 5,180.0 $449K 0.07% +364.0 +7.6% $86.65 -8.4%
123 HD HOME DEPOT INC Consumer Cyclical 1,360.0 $447K 0.07% $328.80 +1.7%
124 ENTERGY CORP NEW 3,950.0 $444K 0.06% $112.36
125 ACN ACCENTURE PLC IRELAND Technology 2,225.0 $441K 0.06% -170.0 -7.1% $198.29 -35.5%
126 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 5,351.0 $433K 0.06% +405.0 +8.2% $80.94 -1.5%
127 BP BP PLC Energy 9,080.0 $427K 0.06% +374.0 +4.3% $47.00 -16.8%
128 EEM ISHARES TR 7,243.0 $411K 0.06% +1K +19.5% $56.79 +24.7%
129 LH LABCORP HOLDINGS INC Healthcare 1,450.0 $387K 0.06% -135.0 -8.5% $266.81 -4.1%
130 IVZ INVESCO LTD Financial Services 15,175.0 $369K 0.05% $24.29 +15.9%
131 NXPI NXP SEMICONDUCTORS N V Technology 1,851.0 $364K 0.05% +70.0 +3.9% $196.86 +59.1%
132 GE GE AEROSPACE Industrials 1,250.0 $355K 0.05% $283.77 +26.0%
133 ITOT ISHARES TR 2,474.0 $352K 0.05% $142.43 +15.0%
134 BERKSHIRE HATHAWAY INC DEL 734.0 $352K 0.05% $479.20
135 RTX RTX CORPORATION Industrials 1,771.0 $342K 0.05% -72.0 -3.9% $192.94 -3.8%
136 SNY SANOFI SA Healthcare 6,800.0 $328K 0.05% $48.18 -12.0%
137 XLK SELECT SECTOR SPDR TR 2,440.0 $324K 0.05% +363.0 +17.5% $132.90 +44.0%
138 IWD ISHARES TR 1,514.0 $323K 0.05% -114.0 -7.0% $213.67 +13.3%
139 EVTR MORGAN STANLEY ETF TRUST 6,313.0 $320K 0.05% $50.75 +0.2%
140 AFL AFLAC INC Financial Services 2,900.0 $318K 0.05% -200.0 -6.5% $109.71 +5.3%
Page 7 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%