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EdgeRock Capital LLC

Q2 2026 13F filing

Updated 51 days ago

134 disclosed positions worth $441.3M

Portfolio value
$441.3M
Total holdings
134
New positions
17
Closed positions
9
Increased
67
Decreased
40
Turnover
19.4%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

F
1.FIS

FIDELITY COVINGTON TRUST

+3.2%
Value
$83M
Shares
1.98M
% Port
18.81%
E

INVESCO EXCH TRADED FD TR II

+1.7%
Value
$46.9M
Shares
154.8K
% Port
10.63%
J

J P MORGAN EXCHANGE TRADED F

+4.5%
Value
$31.2M
Shares
378.7K
% Port
7.08%
F
4.FPF

FIRST TR EXCHNG TRADED FD VI

+6.6%
Value
$21M
Shares
842.6K
% Port
4.75%
?
5.N/A

LAZARD ACTIVE ETF TR

+3.2%
Value
$16.8M
Shares
542.7K
% Port
3.80%
?
6.N/A

FIDELITY MERRIMACK STR TR

+2.0%
Value
$16.4M
Shares
361.3K
% Port
3.72%
V

VANGUARD INDEX FDS

+2.6%
Value
$15.8M
Shares
72.4K
% Port
3.57%
F
8.FPF

FIRST TR EXCH TRADED FD III

+4.7%
Value
$15.6M
Shares
210.9K
% Port
3.53%
E

ISHARES TR

+4.8%
Value
$11.5M
Shares
15.4K
% Port
2.61%
?
10.N/A

ETF SER SOLUTIONS

+2.5%
Value
$10.9M
Shares
236.6K
% Port
2.47%
A
11.AAPL

APPLE INC

+18.3%
Value
$10M
Shares
34.6K
% Port
2.27%
Q
12.QQQ

INVESCO QQQ TR

-5.7%
Value
$8.5M
Shares
11.5K
% Port
1.92%
N
13.NVDA

NVIDIA CORPORATION

+4.6%
Value
$8.3M
Shares
41.6K
% Port
1.88%
V
14.VGES

VANGUARD INDEX FDS

-5.4%
Value
$7.9M
Shares
11.5K
% Port
1.79%
?
15.N/A

ETF SER SOLUTIONS

+3.8%
Value
$7.8M
Shares
272.0K
% Port
1.77%
F
16.FPF

FIRST TR EXCHANGE-TRADED FD

+4.1%
Value
$7.5M
Shares
150.0K
% Port
1.69%
V
17.VGES

VANGUARD INDEX FDS

+0.3%
Value
$6.4M
Shares
17.4K
% Port
1.46%
F
18.FFA

FIRST TR EXCHANGE-TRADED FD

+5.3%
Value
$5.6M
Shares
94.4K
% Port
1.28%
?
19.N/A

ISHARES TR

+8.8%
Value
$5.1M
Shares
4.6K
% Port
1.16%
M
20.MSFT

MICROSOFT CORP

+16.0%
Value
$5M
Shares
13.4K
% Port
1.13%
Q
21.Q

QNITY ELECTRONICS INC

+1.0%
Value
$4.9M
Shares
3.0K
% Port
1.10%
G

ALPHABET INC

-0.5%
Value
$4.4M
Shares
12.4K
% Port
1.01%
A
23.AMZN

AMAZON COM INC

+4.0%
Value
$4.1M
Shares
17.2K
% Port
0.93%
?
24.N/A

INVESCO EXCH TRADED FD TR II

+9.0%
Value
$3.8M
Shares
36.0K
% Port
0.86%
F
25.FPF

FIRST TR EXCH TRADED FD III

-9.7%
Value
$3.5M
Shares
69.0K
% Port
0.80%
S
26.SPY

STATE STR SPDR S&P 500 ETF T

-1.1%
Value
$3.5M
Shares
4.7K
% Port
0.79%
?
27.N/A

JANUS DETROIT STR TR

-7.4%
Value
$3M
Shares
58.6K
% Port
0.67%
F
28.FPF

FIRST TR EXCHANGE TRADED FD

+2.7%
Value
$2.8M
Shares
34.8K
% Port
0.64%
A
29.AVGO

BROADCOM INC

+8.8%
Value
$2.6M
Shares
6.8K
% Port
0.58%
L
30.LMT

LOCKHEED MARTIN CORP

-4.3%
Value
$2.3M
Shares
4.6K
% Port
0.53%
T
31.TSLA

TESLA INC

+4.6%
Value
$2M
Shares
4.7K
% Port
0.45%
M
32.META

META PLATFORMS INC

+0.6%
Value
$1.7M
Shares
3.0K
% Port
0.38%
G

ALPHABET INC

+14.9%
Value
$1.6M
Shares
4.6K
% Port
0.37%
M
34.MU

MICRON TECHNOLOGY INC

+48.6%
Value
$1.6M
Shares
1.4K
% Port
0.37%
J

JPMORGAN CHASE & CO

+13.7%
Value
$1.6M
Shares
4.9K
% Port
0.36%
W
36.WMT

WALMART INC

+0.6%
Value
$1.6M
Shares
13.8K
% Port
0.35%
A
37.AMD

ADVANCED MICRO DEVICES INC

+88.2%
Value
$1.5M
Shares
2.6K
% Port
0.35%
V
38.VRT

VERTIV HOLDINGS CO

-25.2%
Value
$1.4M
Shares
4.3K
% Port
0.33%
L
39.LLY

ELI LILLY & CO

+20.1%
Value
$1.4M
Shares
1.2K
% Port
0.32%
R
40.RTX

RTX CORPORATION

-1.3%
Value
$1.4M
Shares
7.5K
% Port
0.32%
O
41.ONTO

ONTO INNOVATION INC

-0.0%
Value
$1.4M
Shares
3.7K
% Port
0.31%
U
42.UNH

UNITEDHEALTH GROUP INC

+1.1%
Value
$1.3M
Shares
3.1K
% Port
0.29%
?
43.N/A

ETF SER SOLUTIONS

+25.5%
Value
$1.3M
Shares
38.4K
% Port
0.29%
J
44.JNJ

JOHNSON & JOHNSON

+34.3%
Value
$1.3M
Shares
5.0K
% Port
0.28%
B

BERKSHIRE HATHAWAY INC DEL

+3.4%
Value
$1.3M
Shares
2.5K
% Port
0.28%
A
46.AMAT

APPLIED MATLS INC

-1.1%
Value
$1.2M
Shares
1.6K
% Port
0.27%
E
47.ETHA

ISHARES TR

-10.8%
Value
$1.2M
Shares
7.9K
% Port
0.27%
E
48.ETHA

ISHARES TR

+273.8%
Value
$1M
Shares
8.4K
% Port
0.24%
C
49.CCJ

CAMECO CORP

Unchanged
Value
$1M
Shares
10.2K
% Port
0.24%
X
50.XOM

EXXON MOBIL CORP

+36.8%
Value
$985K
Shares
7.2K
% Port
0.22%