EAGLE ROCK INVESTMENT COMPANY, LLC - Portfolio overview

EAGLE ROCK INVESTMENT COMPANY, LLC has 178 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BND - VANGUARD BD INDEX FDS, 8.11%
  2. GOOGL - ALPHABET INC, 5.11%
  3. AVGO - BROADCOM INC, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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