EdgeRock Capital LLC - Portfolio overview

EdgeRock Capital LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FELC - FIDELITY COVINGTON TRUST, 18.76%
2. QQQM - INVESCO EXCH TRADED FD TR II, 9.75%
3. JIRE - J P MORGAN EXCHANGE TRADED F, 7.40%

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

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