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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HD HOME DEPOT INC Consumer Cyclical 1,360.0 $468K 0.07% NEW $343.98 -6.8%
122 MDT MEDTRONIC PLC Healthcare 4,816.0 $463K 0.07% NEW $96.06 -21.3%
123 INTC INTEL CORP Technology 12,000.0 $443K 0.06% NEW $36.90 +230.3%
124 T AT&T INC Communication Services 17,386.0 $432K 0.06% NEW $24.84 -0.6%
125 IVZ INVESCO LTD Financial Services 15,175.0 $399K 0.06% NEW $26.27 +7.2%
126 LH LABCORP HOLDINGS INC Healthcare 1,585.0 $398K 0.06% NEW $250.88 +4.3%
127 F FORD MTR CO Consumer Cyclical 30,000.0 $394K 0.06% NEW $13.12 +33.2%
128 NXPI NXP SEMICONDUCTORS N V Technology 1,781.0 $387K 0.06% NEW $217.06 +53.2%
129 SCHD SCHWAB STRATEGIC TR 14,071.0 $386K 0.05% NEW $27.43 +18.7%
130 GE GE AEROSPACE Industrials 1,250.0 $385K 0.05% NEW $308.03 +3.5%
131 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 5,973.0 $383K 0.05% NEW $64.04 +25.3%
132 BERKSHIRE HATHAWAY INC DEL 734.0 $369K 0.05% NEW $502.65
133 ITOT ISHARES TR 2,474.0 $368K 0.05% NEW $148.69 +11.3%
134 ENTERGY CORP NEW 3,950.0 $365K 0.05% NEW $92.43
135 B BARRICK MNG CORP Basic Materials 8,336.0 $363K 0.05% NEW $43.55 -4.4%
136 IWD ISHARES TR 1,628.0 $342K 0.05% NEW $210.34 +13.3%
137 AFL AFLAC INC Financial Services 3,100.0 $342K 0.05% NEW $110.27 +2.5%
138 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 4,946.0 $340K 0.05% NEW $68.80 +24.4%
139 RTX RTX CORPORATION Industrials 1,843.0 $338K 0.05% NEW $183.43 -3.5%
140 EEM ISHARES TR 6,063.0 $332K 0.05% NEW $54.71 +26.0%
Page 7 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%