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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 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CENTRAIS ELET BRAS SA 18,610.0 $170K 0.02% NEW $9.16
162 CGEN COMPUGEN LTD Healthcare 71,212.0 $109K 0.01% NEW $1.53 +81.7%
Page 9 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%