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Portfolio (Quarterly) Guide ↗

EAGLE ROCK INVESTMENT COMPANY, LLC

· CIK 0001911407
13F Portfolio $709M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 9,470.0 $828K 0.12% NEW $87.42 -23.5%
102 J P MORGAN EXCHANGE TRADED F 15,983.0 $809K 0.11% NEW $50.59
103 MS MORGAN STANLEY Financial Services 4,500.0 $799K 0.11% NEW $177.53 +15.7%
104 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.11% NEW $754800.00
105 VIG VANGUARD SPECIALIZED FUNDS 3,379.0 $743K 0.10% NEW $219.78 +6.7%
106 ASML ASML HOLDING N V Technology 693.0 $741K 0.10% NEW $1069.86 +52.0%
107 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,525.0 $733K 0.10% NEW $480.57 +6.0%
108 CGXU CAPITAL GROUP INTL FOCUS EQT 23,976.0 $708K 0.10% NEW $29.55 +17.8%
109 SHEL SHELL PLC Energy 9,250.0 $680K 0.10% NEW $73.48 +14.4%
110 VTES VANGUARD WELLINGTON FD 6,622.0 $673K 0.10% NEW $101.58 -0.4%
111 KWEB KRANESHARES TRUST 18,913.0 $644K 0.09% NEW $34.05 -21.6%
112 ACN ACCENTURE PLC IRELAND Technology 2,395.0 $643K 0.09% NEW $268.30 -33.0%
113 VBR VANGUARD INDEX FDS 2,995.0 $634K 0.09% NEW $211.82 +11.0%
114 USB US BANCORP DEL Financial Services 10,805.0 $577K 0.08% NEW $53.36 +2.0%
115 BNDX VANGUARD CHARLOTTE FDS 11,857.0 $573K 0.08% NEW $48.32 -0.1%
116 ACWX ISHARES TR 8,300.0 $557K 0.08% NEW $67.13 +14.1%
117 NYF ISHARES TR 10,000.0 $535K 0.07% NEW $53.51 +0.1%
118 IVW ISHARES TR 4,200.0 $518K 0.07% NEW $123.26 +13.7%
119 LYG LLOYDS BANKING GROUP PLC Financial Services 97,591.0 $517K 0.07% NEW $5.30 +3.1%
120 SGOV ISHARES TR 4,992.0 $501K 0.07% NEW $100.38 +0.3%
Page 6 of 9  ·  162 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 32.3%
Financial Services 21.7%
Communication Services 16.2%
Healthcare 10.5%
Industrials 5.5%
Consumer Cyclical 4.3%
Consumer Defensive 3.4%
Energy 3.1%
Real Estate 2.2%
Basic Materials 0.5%