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Eagle Rock Investment Company, LLC

All holdings · as of Dec 31, 2025

162 positions

CompanyClassValueShares% of portfolio
SS&C TECHNOLOGIES HOLDINGS, INC.$827.9K9,4700.1%
J P MORGAN EXCHANGE TRADED F$808.6K15,9830.1%
Morgan Stanley$798.9K4,5000.1%
BERKSHIRE HATHAWAY INC DEL$754.8K10.1%
VANGUARD SPECIALIZED FUNDS$742.6K3,3790.1%
ASML HOLDING N V$741.4K6930.1%
SPDR DOW JONES INDL AVERAGE$732.9K1,5250.1%
CAPITAL GROUP INTL FOCUS EQT$708.5K23,9760.1%
SHELL PLC$679.7K9,2500.1%
VANGUARD WELLINGTON FD$672.6K6,6220.1%
KRANESHARES TRUST$644.0K18,9130.1%
Accenture plc$642.6K2,3950.1%
VANGUARD INDEX FDS$634.4K2,9950.1%
US BANCORP \DE$576.6K10,8050.1%
VANGUARD CHARLOTTE FDS$572.9K11,8570.1%
ISHARES TR$557.2K8,3000.1%
ISHARES TR$535.1K10,0000.1%
ISHARES TR$517.7K4,2000.1%
LLOYDS BANKING GROUP PLC$517.2K97,5910.1%
ISHARES TR$501.1K4,9920.1%
HOME DEPOT, INC.$467.8K1,3600.1%
Medtronic plc$462.6K4,8160.1%
INTEL CORP$442.8K12,0000.1%
AT&T INC.$431.9K17,3860.1%
Invesco Ltd.$398.6K15,1750.1%
LABCORP HOLDINGS INC.$397.6K1,5850.1%
FORD MOTOR CO$393.6K30,0000.1%
NXP Semiconductors N.V.$386.6K1,7810.1%
SCHWAB STRATEGIC TR$386.0K14,0710.1%
GENERAL ELECTRIC CO$385.0K1,2500.1%
ANHEUSER BUSCH INBEV SA/NV$382.5K5,9730.1%
Warren E. Buffett$368.9K7340.1%
iShares MSCI UAE ETF$367.9K2,4740.1%
ENTERGY CORP /DE$365.1K3,9500.1%
BARRICK MNG CORP$363.1K8,3360.1%
ISHARES TR$342.4K1,6280.0%
AFLAC INC$341.8K3,1000.0%
SOCIEDAD QUIMICA Y MINERA DE$340.3K4,9460.0%
RTX Corp$338.1K1,8430.0%
ISHARES TR$331.7K6,0630.0%
SANOFI$329.5K6,8000.0%
MORGAN STANLEY ETF TRUST$325.1K6,3130.0%
VANGUARD INDEX FDS$303.6K6220.0%
BP PLC$302.4K8,7060.0%
VANGUARD INDEX FDS$302.3K1,5830.0%
SELECT SECTOR SPDR TR$299.0K2,0770.0%
ISHARES TR$297.6K3,8390.0%
NORFOLK SOUTHERN CORP$297.4K1,0300.0%
United Parcel Service Inc$288.4K2,9080.0%
BlackRock Capital Allocation Term TrustBCATClosed-End Fund$253.5K17,9020.0%
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