Eagle Rock Investment Company, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $616 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $56.3M, Broadcom Inc. with a value of $36.6M, Microsoft Corp with a value of $24.4M, Meta Platforms, Inc. with a value of $23.6M, and Alphabet Inc. with a value of $23.2M.
Examining the 13F form we can see an increase of $52.4M in the current position value, from $564M to 616M.
Eagle Rock Investment Company, LLC is based out at Atlanta, GA
Below you can find more details about Eagle Rock Investment Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$616 Million
Technology: $157 Million
ETFs: $114 Million
Financial Services: $107 Million
Communication Services: $77 Million
Healthcare: $62.9 Million
Industrials: $24 Million
Consumer Cyclical: $22.9 Million
Consumer Defensive: $19.2 Million
Other: $31.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
