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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 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE Industrials 1,268.0 $474K 0.06% +18.0 +1.4% $373.73 -7.8%
122 KWEB KRANESHARES TRUST 19,149.0 $469K 0.06% -539.0 -2.7% $24.47 +9.1%
123 ENTERGY CORP NEW 3,950.0 $454K 0.06% $114.86
124 SSNC SS&C TECH HLDGS Technology 7,125.0 $442K 0.06% -575.0 -7.5% $62.05 +32.3%
125 CORT CORCEPT THERAPEUTICS INC Healthcare 4,750.0 $413K 0.05% NEW $86.95 +39.2%
126 ITOT ISHARES TR 2,474.0 $406K 0.05% $164.27 +1.8%
127 LH LABCORP HOLDINGS INC Healthcare 1,450.0 $406K 0.05% $280.00 +18.9%
128 IVZ INVESCO LTD Financial Services 15,175.0 $400K 0.05% $26.39 +18.8%
129 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 5,351.0 $396K 0.05% $74.04 +6.0%
130 UPS UNITED PARCEL SVCS INC Industrials 3,633.0 $391K 0.05% +725.0 +24.9% $107.50 -4.6%
131 BERKSHIRE HATHAWAY INC DEL 734.0 $367K 0.04% $500.39
132 IWD ISHARES TR 1,488.0 $361K 0.04% -26.0 -1.7% $242.43 +5.7%
133 BP BP PLC Energy 9,421.0 $348K 0.04% +341.0 +3.8% $36.95 +22.2%
134 VTV VANGUARD INDEX FDS 1,583.0 $345K 0.04% $217.87 +3.4%
135 CGNG CAPITAL GROUP NEW GEOGRAPHY 9,097.0 $341K 0.04% +150.0 +1.7% $37.46 -2.5%
136 AFL AFLAC INC Financial Services 2,900.0 $340K 0.04% $117.25 -0.9%
137 T AT&T INC Communication Services 15,587.0 $323K 0.04% $20.70 +21.5%
138 VUG VANGUARD INDEX FDS 3,733.0 $322K 0.04% +3K +500.2% $86.15 +1.2%
139 EVTR MORGAN STANLEY ETF TRUST 6,313.0 $320K 0.04% $50.71 -1.1%
140 SCZ ISHARES TR 3,801.0 $313K 0.04% -34.0 -0.9% $82.27 +4.5%
Page 7 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%