13F

Investor

EdgeRock Capital LLC

CIK 0001908378 · filed 2026-04-16 · SEC filing

13F book

$369.5M

Positions

126

12 new · 15 sold

Largest name

18.9%

Fidelity Covington Trust

Est. mark

−$10.7M

Price effect on 114 names still held. Flow $4.48M.
NameTickerSharesValueWeightEst. markChange
Fidelity Covington Trust1.92M$69.7M18.9%−$3.58MCut−$5.41M
Invesco Exch Traded Fd Tr Ii152.2K$36.2M9.8%−$2.3MCut−$2.9M
J P Morgan Exchange Traded F362.5K$27.5M7.4%$258.5KAdded$6.12M
First Tr Exchng Traded Fd Vi790.5K$19.6M5.3%−$272.9KAdded$2.42M
Fidelity Merrimack Str Tr354.1K$16.1M4.4%−$156KCut−$2.18M
First Tr Exch Traded Fd Iii201.5K$14.2M3.8%−$115KCut−$356.3K
Vanguard Index Fds70.5K$13.8M3.7%$322.2KAdded$2.43M
Lazard Active Etf Tr526K$13.7M3.7%$418.2KAdded$761.5K
Etf Ser Solutions230.9K$9.7M2.6%−$380KAdded−$68.5K
Ishares Tr14.7K$9.6M2.6%−$467.7KCut−$787.6K
Apple Inc.AAPL29.2K$7.42M2.0%−$516.6KAdded−$353.4K
Vanguard Index Fds12.2K$7.28M2.0%−$360.9KCut−$1.19M
First Tr Exchange-Traded Fd144.2K$7.18M1.9%−$25.6KCut−$26.9K
Etf Ser Solutions262.1K$7.16M1.9%−$299.1KCut−$393.1K
Invesco Qqq Tr12.2K$7.04M1.9%−$445.7KAdded−$355.1K
Nvidia CorpNVDA39.7K$6.93M1.9%−$472.5KAdded−$365.1K
Vanguard Index Fds17.3K$5.56M1.5%−$250.6KCut−$542.9K
First Tr Exchange-Traded Fd89.6K$5.36M1.5%−$9.3KCut−$1.97M
Microsoft CorpMSFT11.6K$4.28M1.2%−$1.28MAdded−$1.2M
First Tr Exch Traded Fd Iii76.4K$3.87M1.0%−$34.8KAdded$155.7K
Alphabet Inc12.5K$3.6M1.0%−$314.8KAdded−$290.3K
Invesco Exch Traded Fd Tr Ii33K$3.48M0.9%−$2.94KAdded$372.3K
Amazon Com IncAMZN16.6K$3.45M0.9%−$312.5KAdded$260K
Janus Detroit Str Tr63.3K$3.28M0.9%$55.7KAdded$1.13M
Spdr S&P 500 Etf Tr4.72K$3.07M0.8%−$131.6KAdded$235.2K
Lockheed Martin CorpLMT4.81K$2.88M0.8%$514.5KAdded$704.7K
First Tr Exchange Traded Fd33.9K$2.31M0.6%−$36.6KAdded$299.5K
Broadcom Inc.AVGO6.25K$1.93M0.5%−$225.3KAdded−$194.7K
Walmart Inc.WMT13.7K$1.7M0.5%$141.8KAdded$472.3K
Meta Platforms, Inc.META2.97K$1.7M0.5%−$260.1KAdded−$242.4K
Tesla, Inc.TSLA4.52K$1.68M0.5%−$353.7KCut−$374K
RTX CorpRTX7.6K$1.47M0.4%$73KCut$71.7K
Vertiv Holdings CoVRT5.76K$1.45M0.4%$511.7KCut$142.5K
Jpmorgan Chase & Co.4.31K$1.27M0.3%−$121.3KCut−$175.1K
Berkshire Hathaway Inc Del2.42K$1.16M0.3%−$48.1KAdded$138.2K
Alphabet Inc4.01K$1.15M0.3%−$108.1KCut−$179.7K
Cameco CorpCCJ10.2K$1.11M0.3%$174.5KCut−$78.2K
Ishares Tr8.87K$1.1M0.3%$36.5KCut$34.1K
Ishares Tr2.25K$962.4K0.3%−$96.4KAdded−$22.6K
Eli Lilly & CoLLY990$911.7K0.2%−$144.1KAdded−$94.4K
Johnson & JohnsonJNJ3.69K$901.6K0.2%$128.1KAdded$193.4K
Etf Ser Solutions30.6K$897K0.2%$16.5KAdded$33.1K
Exxon Mobil Corp5.27K$893.8K0.2%$243.7KAdded$298.9K
Chevron Corp NewCVX4.21K$871.2K0.2%$210.6KAdded$281.8K
Vanguard Specialized Funds3.91K$840.2K0.2%−$18.4KCut−$98K
Unitedhealth Group IncUNH3.09K$832.8K0.2%−$166.5KAdded−$70.9K
Costco Whsl Corp New791$788.7K0.2%$96.3KAdded$169.1K
First Tr Exchng Traded Fd Vi27.5K$770.7K0.2%−$6.6KHeld
Onto Innovation Inc.ONTO3.66K$750.4K0.2%$172.5KAdded$173.7K
Progressive Corp3.74K$741.8K0.2%−$107.1KAdded−$93K
Ishares Tr7.85K$727.6K0.2%−$11.1KHeld
Schwab Strategic Tr28.8K$712.2K0.2%$20.4KHeld
First Tr Exchng Traded Fd Vi20.5K$692.6K0.2%−$10KHeld
Visa Inc.V2.26K$685.9K0.2%−$101.7KAdded−$64.4K
Cummins IncCMI1.22K$657.5K0.2%$33.7KCut−$65.3K
Vanguard Star Fds8.37K$645.6K0.2%$14KCut−$179.4K
Home Depot, Inc.HD1.91K$621.9K0.2%−$33.9KCut−$62.4K
Crowdstrike Hldgs Inc1.5K$584.4K0.2%−$113.5KAdded−$94.3K
Cisco Sys Inc7.52K$583.8K0.2%$4.1KAdded$15.3K
Huntington Ingalls Inds Inc1.51K$575.2K0.2%$60.2KAdded$61.3K
Janus Detroit Str Tr11.7K$572.7K0.2%−$3.32KCut−$237.7K
Vanguard Index Fds1.98K$569.5K0.2%−$6.03KCut−$24.3K
Applied Matls Inc1.66K$566.3K0.2%$140.5KCut$133.1K
Dominos Pizza IncDPZ1.51K$542.5K0.1%−$81.3KAdded−$41.5K
Procter And Gamble CoPG3.76K$539.8K0.1%$1.17KAdded$30.5K
Hudson Technologies Inc90.5K$532.2K0.1%−$87.8KHeld
AbbVie Inc.ABBV2.42K$527K0.1%−$25.8KAdded−$4.45K
Union Pac Corp2.16K$524.3K0.1%$19.5KAdded$124.8K
Ishares Tr2.42K$516.7K0.1%$5.02KAdded$199.3K
Netflix IncNFLX5.36K$514.9K0.1%$12.5KAdded$25.3K
Danaher Corporation2.67K$508.1K0.1%−$95.7KAdded−$54.3K
Goldman Sachs Etf Tr11.5K$494.1K0.1%$1.32KAdded$195.8K
DuPont de Nemours, Inc.DD10.4K$476.9K0.1%$69.9KCut$44.3K
Mastercard IncMA944$470.8K0.1%−$66KAdded−$50.5K
Ishares Tr4.25K$468.7K0.1%$950Cut−$293.2K
Caterpillar IncCAT618$437.6K0.1%$79.7KAdded$98.1K
Oracle Corp2.77K$406.7K0.1%−$130.7KAdded−$125.7K
Ishares Inc5.62K$391.8K0.1%$12KAdded$74K
Ark Etf Tr10.3K$391.7K0.1%−$99.1KCut−$122.6K
Carlyle Group Inc8.04K$389.3K0.1%−$81.1KAdded−$57.8K
Bank America Corp7.83K$381.5K0.1%−$45.4KAdded−$17.7K
Arch Cap Group Ltd3.84K$368.9K0.1%$267Added$3.72K
Vaneck Etf Trust954$365.6K0.1%$21.8KCut−$55.6K
Mcdonalds CorpMCD1.16K$362.6K0.1%$6.33KAdded$23.2K
Coca Cola CoKO4.71K$358.5K0.1%$26.4KAdded$58.4K
Goldman Sachs Group Inc410$346.9K0.1%−$12.9KAdded$3.17K
First Tr Exchange-Traded Fd1.7K$341.4K0.1%−$9.69KCut−$25.8K
Qnity Electronics, Inc.Q2.95K$340.1K0.1%$99.4KCut$89.1K
Wells Fargo Co New4.22K$336.3K0.1%−$57.4KCut−$76.5K
International Business Machs1.36K$330.7K0.1%−$73.1KAdded−$71.7K
Micron Technology IncMU948$318.6K0.1%$48KCut−$72.4K
Palantir Technologies Inc.PLTR2.17K$316.8K0.1%−$68.2KCut−$516.8K
Citigroup Inc2.78K$315.3K0.1%−$8.47KAdded$14.1K
Pure Cycle CorpPCYO31.3K$315.2K0.1%−$29.1KHeld
Merck & Co., Inc.MRK2.6K$313.2K0.1%$35.1KAdded$67.6K
Spdr Series Trust3.31K$303.6K0.1%$862Held
Invesco Exch Trd Slf Idx Fd4.97K$298.8K0.1%−$5.06KAdded−$4.7K
ConocophillipsCOP2.26K$298.5K0.1%$85.4KAdded$90.2K
Ge Aerospace1.03K$292.3K0.1%−$24.4KAdded−$17.3K
Ishares Tr4.3K$290.6K0.1%$5.5KAdded$53.4K
Lam Research CorpLRCX1.35K$288.2K0.1%$52.3KAdded$77.5K
Fidelity Wise Origin Bitcoin4.85K$286.5K0.1%−$79.8KAdded−$67.3K
Advanced Micro Devices IncAMD1.4K$286.4K0.1%−$12.9KAdded$9.95K
Range Res Corp6K$271.2K0.1%New
First Tr Exchng Traded Fd Vi6.19K$269.8K0.1%−$4.55KAdded−$4.42K
Tjx Cos Inc New1.67K$268.1K0.1%$11KCut$9.92K
Dow Inc.DOW6.43K$268K0.1%New
Philip Morris Intl Inc1.62K$267.9K0.1%$8KCut$2.23K
Amphenol Corp New2.09K$264.6K0.1%−$18.4KCut−$67.9K
Verizon Communications IncVZ5.24K$263K0.1%New
J P Morgan Exchange Traded F3.06K$262.5K0.1%New
GE Vernova Inc.GEV297$259.3K0.1%New
Goldman Sachs Etf Tr5.12K$255.9K0.1%−$14.2KCut−$17.5K
Microchip Technology Inc.3.92K$253K0.1%New
Intuitive Surgical IncISRG544$248.4K0.1%−$60.1KCut−$90.8K
Eaton Corp PlcETN666$238.2K0.1%New
Vanguard Intl Equity Index F3.17K$238.1K0.1%$4.88KHeld
Vaneck Etf Trust2.7K$237.2K0.1%New
First Tr Exchange-Traded Fd11.2K$235.1K0.1%−$3.05KCut−$29K
Boeing Co1.18K$232.9K0.1%−$21.9KAdded−$18.3K
Linde PlcLIN436$216.2K0.1%New
Goldman Sachs Etf Tr2.29K$214.4K0.1%New
First Tr Exch Traded Fd Iii10.6K$211.4K0.1%New
Best Buy Co IncBBY3.26K$207.8K0.1%−$9.93KAdded−$5.02K
Abbott LabsABT2.06K$205.2K0.1%−$52.7KCut−$61.2K
Fedex CorpFDX575$204.8K0.1%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.