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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 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 940.0 $296K 0.04% -90.0 -8.7% $314.59 +10.2%
142 SNY SANOFI SA Healthcare 6,800.0 $290K 0.04% $42.66 +5.8%
143 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 17,902.0 $285K 0.04% $15.93 -1.2%
144 RTX RTX CORPORATION Industrials 1,426.0 $270K 0.03% -345.0 -19.5% $189.67 +11.9%
145 RTO RENTOKIL INITIAL PLC Industrials 9,308.0 $266K 0.03% +406.0 +4.6% $28.61 -18.4%
146 PPA INVESCO EXCHANGE TRADED FD T 1,441.0 $255K 0.03% $176.70 -1.7%
147 MTB M & T BK CORP Financial Services 1,002.0 $238K 0.03% $238.01 +0.1%
148 GOVT ISHARES TR 10,175.0 $232K 0.03% $22.78 -1.3%
149 NTES NETEASE COM INC Technology 1,808.0 $232K 0.03% NEW $128.14 -6.5%
150 B BARRICK MNG CORP Basic Materials 6,295.0 $231K 0.03% -480.0 -7.1% $36.73 +26.0%
151 NU NU HLDGS LTD Financial Services 16,202.0 $216K 0.03% +706.0 +4.6% $13.36 +6.4%
152 SPSM SPDR SERIES TRUST 3,747.0 $216K 0.03% NEW $57.67 -1.3%
153 DUK DUKE ENERGY CORP NEW Utilities 1,685.0 $213K 0.03% $126.58 -3.1%
154 GS GOLDMAN SACHS GROUP INC Financial Services 200.0 $202K 0.03% NEW $1011.37 -0.9%
155 UNP UNION PAC CORP Industrials 739.0 $201K 0.03% NEW $272.00 +11.8%
156 CGEN COMPUGEN LTD Healthcare 71,212.0 $152K 0.02% $2.14 +23.8%
Page 8 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%