Edge Rock Capital LLC Purchases in Q4 2025

Edge Rock Capital LLC

  • $279 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
3.81K
New
$84.72 - $94.1 $323K - $358K
3.81K $352K
MU
Micron Technology Inc

Technology
1.37K
New
$181.6 - $253.3 $249K - $347K
1.37K $338K
MSFT
Microsoft Corp

Technology
881
+ 8.43%
$496.82 - $542.07 $438K - $478K
11.3K $5.75M
ISRG
Intuitive Surgical Inc

Healthcare
598
New
$429.59 - $576.2 $257K - $345K
598 $326K
APP
App Lovin Corp

Technology
567
New
$552.64 - $704.09 $313K - $399K
567 $316K
LLY
Eli Lilly & CO

Healthcare
90
+ 10.64%
$799.57 - $1025.28 $72K - $92.3K
936 $956K
AMD
Advanced Micro Devices Inc

Technology
1.29K
New
$164.01 - $264.33 $212K - $341K
1.29K $310K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.31K
New
$91.46 - $91.76 $303K - $304K
3.31K $303K
GS
Goldman Sachs Group Inc

Financial Services
391
New
$744.6 - $838.97 $291K - $328K
391 $303K
CRM
Salesforce, Inc.

Technology
1.26K
New
$235.69 - $263.41 $296K - $331K
1.26K $297K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.19K
New
$44.38 - $44.96 $275K - $278K
6.19K $274K
IEMG
Ishares Inc

ETFs
4.73K
New
N/A
4.73K $253K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.17K
New
$70.2 - $73.89 $223K - $234K
3.17K $231K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.59K
New
$63.25 - $66.24 $227K - $238K
3.59K $230K
UBER
Uber Technologies, Inc

Technology
2.46K
New
$91.62 - $100.1 $225K - $246K
2.46K $225K
MRK
Merck & Co., Inc.

Healthcare
2.33K
New
$82.49 - $92.93 $192K - $217K
2.33K $216K
TMO
Thermo Fisher Scientific Inc.

Healthcare
375
New
$524.58 - $588.02 $197K - $221K
375 $212K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.67K
+ 32.3%
$72.17 - $75.74 $193K - $202K
10.9K $819K
COP
Conocophillips

Energy
2.23K
New
$85.66 - $95.46 $191K - $212K
2.23K $197K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.16K
+ 63.42%
$82.69 - $83.12 $179K - $180K
5.57K $461K
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 18.64%
$101.18 - $109.03 $175K - $189K
11K $1.14M
COF
Capital One Financial Corp

Financial Services
844
New
$201.01 - $225.01 $170K - $190K
844 $169K
DHR
Danaher Corp

Healthcare
421
+ 20.68%
$202.46 - $223.01 $85.2K - $93.9K
2.46K $541K
IBM
International Business Machines Corp

Technology
349
+ 34.59%
$275.97 - $314.98 $96.3K - $110K
1.36K $403K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.31K
+ 44.11%
$49.74 - $58.65 $164K - $194K
10.8K $537K
JNJ
Johnson & Johnson

Healthcare
267
+ 8.47%
$185.98 - $199.58 $49.7K - $53.3K
3.42K $682K
LPL
Lg Display Co., Ltd.

Technology
18.9K
New
$4.4 - $5.5 $83.2K - $104K
18.9K $84K
CMI
Cummins Inc

Industrials
48
+ 3.51%
$407.98 - $484.34 $19.6K - $23.2K
1.42K $655K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 6.54%
$475.68 - $513.11 $59.5K - $64.1K
2.04K $1.04M
CAT
Caterpillar Inc

Industrials
45
+ 8.23%
$480.82 - $585.49 $21.6K - $26.3K
592 $326K
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 5.69%
$459.47 - $491.71 $51.5K - $55.1K
2.08K $980K
KO
Coca Cola CO

Consumer Defensive
532
+ 14.15%
$66.1 - $71.61 $35.2K - $38.1K
4.29K $303K
AMAT
Applied Materials Inc

Technology
41
+ 2.49%
$209.95 - $240.89 $8.61K - $9.88K
1.69K $385K
MCD
Mcdonalds Corp

Consumer Cyclical
141
+ 14.55%
$293.81 - $310.11 $41.4K - $43.7K
1.11K $338K
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 0.13%
$280.02 - $324.19 $560 - $648
1.51K $474K
WFC
Wells Fargo & Company

Financial Services
288
+ 6.95%
$77.62 - $87.3 $22.4K - $25.1K
4.43K $369K
GE
General Electric CO

Industrials
72
+ 7.72%
$291.49 - $314.28 $21K - $22.6K
1.01K $301K
AXP
American Express CO

Financial Services
31
+ 4.65%
$316.26 - $372.77 $9.8K - $11.6K
698 $238K
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 6.26%
$138.56 - $147.63 $13.7K - $14.6K
1.68K $245K
QCOM
Qualcomm Inc

Technology
93
+ 7.68%
$153.59 - $187.68 $14.3K - $17.5K
1.3K $217K
BAC
Bank Of America Corp

Financial Services
330
+ 4.76%
$48.65 - $54.11 $16.1K - $17.9K
7.26K $373K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 3.19%
$280.66 - $305.09 $7.02K - $7.63K
809 $228K
C
Citigroup Inc

Financial Services
167
+ 6.92%
$93.93 - $102.87 $15.7K - $17.2K
2.58K $253K
PM
Philip Morris International Inc.

Consumer Defensive
128
+ 8.38%
$144.33 - $160.86 $18.5K - $20.6K
1.66K $252K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 3.18%
$286.27 - $296.23 $18K - $18.7K
2.05K $587K
BBY
Best Buy CO Inc

Consumer Cyclical
12
+ 0.38%
$70.43 - $84.0 $845 - $1.01K
3.18K $240K
Lam Research Corp
1.23K
New
N/A
1.23K $0
Lazard Active ETF Tr
513K
New
N/A
513K $0
Fidelity Wise Origin Bitcoin
1.98K
+ 74.15%
N/A
4.64K $0
Activity Summary
Buys All Purchases 111 New Holdings 70 Increased Positions 41 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Edge Rock Capital LLC Portfolio

Follow Edge Rock Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Rock Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Rock Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email