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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 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNY SANOFI SA Healthcare 6,800.0 $330K 0.05% NEW $48.46 -8.6%
142 EVTR MORGAN STANLEY ETF TRUST 6,313.0 $325K 0.05% NEW $51.50 -1.1%
143 VUG VANGUARD INDEX FDS 622.0 $304K 0.04% NEW $488.12 -81.7%
144 BP BP PLC Energy 8,706.0 $302K 0.04% NEW $34.73 +19.8%
145 VTV VANGUARD INDEX FDS 1,583.0 $302K 0.04% NEW $190.94 +10.8%
146 XLK SELECT SECTOR SPDR TR 2,077.0 $299K 0.04% NEW $143.97 +29.8%
147 SCZ ISHARES TR 3,839.0 $298K 0.04% NEW $77.53 +11.0%
148 NSC NORFOLK SOUTHN CORP Industrials 1,030.0 $297K 0.04% NEW $288.72 +6.6%
149 UPS UNITED PARCEL SERVICE INC Industrials 2,908.0 $288K 0.04% NEW $99.19 +5.3%
150 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 17,902.0 $253K 0.04% NEW $14.16 +11.7%
151 RTO RENTOKIL INITIAL PLC Industrials 8,414.0 $248K 0.04% NEW $29.46 +3.5%
152 NU NU HLDGS LTD Financial Services 14,769.0 $247K 0.04% NEW $16.74 -22.0%
153 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 750.0 $246K 0.04% NEW $328.60 -22.7%
154 CGNG CAPITAL GROUP NEW GEOGRAPHY 7,546.0 $241K 0.03% NEW $31.93 +15.8%
155 GOVT ISHARES TR 10,175.0 $234K 0.03% NEW $23.02 -1.2%
156 VEA VANGUARD TAX-MANAGED FDS 3,702.0 $231K 0.03% NEW $62.47 +14.7%
157 IGRO ISHARES TR 2,781.0 $230K 0.03% NEW $82.77 +6.8%
158 PPA INVESCO EXCHANGE TRADED FD T 1,441.0 $226K 0.03% NEW $156.68 +13.7%
159 UNP UNION PAC CORP Industrials 909.0 $210K 0.03% NEW $231.32 +20.8%
160 MTB M & T BK CORP Financial Services 1,002.0 $202K 0.03% NEW $201.48 +6.4%
Page 8 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%