Eagle Rock Investment Company, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Eagle Rock Investment Company, LLC reported 162 stock positions worth $708.8 million. Its top holding was Vanguard Total Bond Market (BND) at 8.1% of the portfolio, followed by Broadcom (AVGO, 6.0%) and Alphabet Class A (GOOGL, 5.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 13, added to 47 and reduced 53. The biggest buy was a new position in Cencora (COR) and the biggest sale Fiserv (FISV, shares −25%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001911407
Portfolio Value
$708.8M (Q4 2025)
SEC Filing
0001951757-26-000080 ↗ filed Jan 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $538.8M Q1 2024 Q2 2024: $552.8M Q2 2024 Q3 2024: $596.7M Q3 2024 Q4 2024: $601.6M Q4 2024 Q1 2025: $582.6M Q1 2025 Q2 2025: $631.9M Q2 2025 Q3 2025: $670.0M Q3 2025 Q4 2025: $708.8M $708.8M Q4 2025 Q1 2026: $688.2M Q1 2026 Q2 2026: $808.3M Q2 2026

Holdings 162 stocks · $708.8M
BND Vanguard Total Bond Market 8.06% 771,262 $57.1M Add +0.3%
AVGO Broadcom Inc. 5.98% 122,468 $42.4M Reduce -2.0%
GOOGL Alphabet Inc. Class A 5.72% 129,639 $40.6M Reduce -0.7%
MSFT Microsoft Corp. 3.33% 48,804 $23.6M Reduce -0.4%
META Meta Platforms Inc. Class A 3.01% 32,368 $21.4M Add +1.7%
AAPL Apple Inc. 2.95% 76,913 $20.9M Reduce -0.2%
JPM JPMorgan Chase & Co. 2.81% 61,724 $19.9M Reduce -0.0%
TSM Taiwan Semiconductor-SP ADR 2.47% 57,639 $17.5M Add +20.8%
KLAC KLA Corp. 2.39% 13,958 $17.0M Reduce -0.1%
CB Chubb Ltd. 2.37% 53,752 $16.8M Reduce -4.9%
AXP American Express Co. 2.32% 44,513 $16.5M Reduce -0.1%
MU Micron Technology Inc. 2.29% 56,995 $16.3M Reduce -1.1%
V Visa Inc. Class A 2.05% 41,433 $14.5M Add +5.5%
IQV Iqvia Holdings Inc. 1.92% 60,416 $13.6M Add +30.4%
AZO AutoZone Inc. 1.81% 3,782 $12.8M Add +0.2%
TMO Thermo Fisher Scientific Inc. 1.80% 21,969 $12.7M Add +15.9%
COR Cencora Inc. 1.75% 36,751 $12.4M New
CBRE CBRE Group Inc. Class A 1.74% 76,500 $12.3M Reduce -0.0%
BIL SS SPDR BB 1-3M T-Bill ETF 1.67% 129,915 $11.9M Add +0.5%
BSV Vanguard Short-Term Bond ETF 1.66% 148,925 $11.7M Add +0.1%
CSCO Cisco Systems Inc. 1.48% 136,508 $10.5M Add +0.0%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.18% 118,876 $8.3M Add +18.8%
JNJ Johnson & Johnson 1.14% 38,961 $8.1M Reduce -0.1%
HCA HCA Healthcare Inc. 1.11% 16,832 $7.9M Reduce -22.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.07% 66,817 $7.6M Add +0.4%
CVX Chevron Corp. 1.07% 49,674 $7.6M Reduce -0.0%
CMI Cummins Inc. 1.05% 14,632 $7.5M Add +51.7%
TTWO Take-Two Interactive Softwre 0.98% 27,193 $7.0M Reduce -0.0%
APO Apollo Global Management Inc. 0.95% 46,359 $6.7M Add +12.1%
AMAT Applied Materials Inc. 0.94% 25,851 $6.6M Add +0.2%
C Citigroup Inc. 0.93% 56,376 $6.6M Reduce -0.6%
LPLA LPL Financial Holdings Inc. 0.90% 17,880 $6.4M Reduce -0.3%
VZ Verizon Communications Inc. 0.89% 154,315 $6.3M Reduce -3.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.85% 120,051 $6.0M Add +1.9%
DG Dollar General Corp. 0.84% 44,995 $6.0M Reduce -0.3%
URI United Rentals Inc. 0.82% 7,184 $5.8M Add +8.3%
COF Capital One Financial Corp. 0.70% 20,541 $5.0M No change
ADBE Adobe Inc. 0.65% 13,174 $4.6M Reduce -10.3%
ETN Eaton Corp. PLC 0.65% 14,374 $4.6M Add +0.2%
SUB iShares Short-Term National 0.64% 42,697 $4.6M Reduce -0.8%
UNH Unitedhealth Group Inc. 0.57% 12,292 $4.1M Reduce -4.8%
FANG Diamondback Energy Inc. 0.56% 26,589 $4.0M Reduce -0.0%
AMZN Amazon.com Inc. 0.56% 17,307 $4.0M Add +109.9%
MCK McKesson Corp. 0.55% 4,789 $3.9M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.55% 13,102 $3.9M No change
GOOG Alphabet Inc. Class C 0.55% 12,317 $3.9M Add +1.5%
CAT Caterpillar Inc. 0.54% 6,700 $3.8M No change
MUB iShares National Muni Bond E 0.53% 34,840 $3.7M Add +6.6%
QCOM Qualcomm Inc. 0.52% 21,749 $3.7M Reduce -33.4%
NKE Nike Inc. Class B 0.52% 57,475 $3.7M Add +25.9%
STZ Constellation Brands Inc. Class A 0.51% 26,051 $3.6M Reduce -7.6%
PEP Pepsico Inc. 0.49% 24,268 $3.5M Reduce -4.5%
CLX Clorox Company 0.47% 33,314 $3.4M Reduce -6.0%
FBND Fidelity Total Bond ETF 0.47% 72,901 $3.4M Add +10.0%
VTI VG Morningstar TS MKT ETF-US 0.47% 9,879 $3.3M Reduce -0.3%
ORCL Oracle Corp. 0.46% 16,795 $3.3M Reduce -5.8%
MRK Merck & Co. Inc. 0.45% 30,145 $3.2M No change
LLY Eli Lilly & Co. 0.45% 2,950 $3.2M Reduce -3.3%
EVR Evercore Inc. Class A 0.44% 9,268 $3.2M No change
TRV The Travelers Cos Inc. 0.42% 10,364 $3.0M Reduce -0.0%
ELV Elevance Health Inc. 0.40% 8,008 $2.8M Reduce -4.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 3,844 $2.6M Add +0.6%
FISV Fiserv Inc. 0.37% 38,812 $2.6M Reduce -25.2%
WMB Williams Cos Inc. 0.34% 40,284 $2.4M No change
GEHC GE Healthcare Technology 0.34% 29,262 $2.4M Reduce -50.1%
SHV iShares 0-1 Year Treasury Bo 0.33% 21,005 $2.3M No change
AMGN Amgen Inc. 0.32% 6,977 $2.3M No change
ICE Intercontinental Exchange Inc. 0.32% 13,948 $2.3M No change
PFE Pfizer Inc. 0.32% 90,469 $2.3M Reduce -8.1%
EA Electronic Arts Inc. 0.29% 10,227 $2.1M Reduce -41.9%
MC Moelis & Co. Class A 0.29% 30,105 $2.1M No change
NEM Newmont Corp. 0.27% 19,190 $1.9M Add +0.3%
VT Vanguard Tot World STK ETF 0.27% 13,478 $1.9M Add +65.0%
PINS Pinterest Inc. Class A 0.26% 70,675 $1.8M Reduce -1.3%
COP Conocophillips 0.25% 19,160 $1.8M No change
APG Api Group Corp. 0.24% 45,354 $1.7M Add +122.8%
UBER Uber Technologies Inc. 0.23% 20,288 $1.7M Add +0.1%
CACI Caci International Inc. Class A 0.23% 3,021 $1.6M No change
ONTO Onto Innovation Inc. 0.22% 10,037 $1.6M Add +99.3%
TFI SS SPDR N Ice Muni Bond ETF 0.22% 34,561 $1.6M No change
SO The Southern Co. 0.22% 17,998 $1.6M No change
LTH Life Time Group Holdings Inc. 0.21% 57,205 $1.5M New
SYK Stryker Corp. 0.21% 4,295 $1.5M No change
USFD US Foods Holding Corp. 0.21% 19,645 $1.5M No change
CME Cme Group Inc. 0.19% 5,050 $1.4M No change
TRU Transunion 0.19% 16,081 $1.4M Reduce -0.1%
PGR Progressive Corp. 0.19% 5,863 $1.3M No change
LMT Lockheed Martin Corp. 0.18% 2,671 $1.3M Add +0.0%
EME Emcor Group Inc. 0.17% 2,022 $1.2M Add +0.1%
ABBV Abbvie Inc. 0.17% 5,385 $1.2M No change
GILD Gilead Sciences Inc. 0.16% 9,284 $1.1M Reduce -2.7%
BMY Bristol-Myers Squibb Co. 0.16% 20,505 $1.1M No change
LULU Lululemon Athletica Inc. 0.15% 5,240 $1.1M Reduce -43.3%
GLD SPDR Gold Shares 0.14% 2,471 $979K Add +16.6%
WMT Walmart Inc. 0.14% 8,724 $972K Reduce -9.0%
EFA iShares MSCI Eafe ETF 0.13% 9,937 $954K Reduce -11.8%
XOM Exxon Mobil Corp. 0.13% 7,565 $910K Add +0.0%
PH Parker Hannifin Corp. 0.13% 1,011 $889K No change
STX Seagate Technology Holdings 0.12% 3,091 $851K Reduce -17.5%
GD General Dynamics Corp. 0.12% 2,500 $842K No change
SSNC Ss&c Technologies Holdings 0.12% 9,470 $828K Reduce -80.3%
JPST JPMorgan Ultra-Short Income 0.11% 15,983 $809K No change
MS Morgan Stanley 0.11% 4,500 $799K Reduce -25.0%
BRK.A Berkshire Hathaway Inc. Class A 0.11% 1 $755K No change
VIG Vanguard Dividend Apprec ETF 0.10% 3,379 $743K Add +57.9%
ASML ASML Holding NV-NY Reg SHS 0.10% 693 $741K Add +7.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 1,525 $733K No change
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.10% 23,976 $708K Reduce -1.4%
SHEL Shell PLC-ADR 0.10% 9,250 $680K No change
VTES Vanguard SH Term Tax-Ex Bond 0.09% 6,622 $673K Reduce -14.3%
KWEB Kranesh Csi China Internet 0.09% 18,913 $644K Add +0.5%
ACN Accenture PLC Class A 0.09% 2,395 $643K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.09% 2,995 $634K Add +0.3%
USB US Bancorp 0.08% 10,805 $577K No change
BNDX Vanguard Total Intl Bond ETF 0.08% 11,857 $573K Add +40.7%
ACWX iShares MSCI Acwi Ex US ETF 0.08% 8,300 $557K No change
NYF iShares New York Muni Bond E 0.08% 10,000 $535K No change
IVW iShares S&P 500 Growth ETF 0.07% 4,200 $518K No change
LYG Lloyds Banking Group PLC-ADR 0.07% 97,591 $517K Reduce -21.9%
SGOV iShares 0-3 Month Treasury B 0.07% 4,992 $501K No change
HD Home Depot Inc. 0.07% 1,360 $468K Reduce -0.9%
MDT Medtronic PLC 0.07% 4,816 $463K No change
INTC Intel Corp. 0.06% 12,000 $443K No change
T AT&T Inc. 0.06% 17,386 $432K Reduce -1.1%
IVZ Invesco Ltd. 0.06% 15,175 $399K No change
LH Labcorp Holdings Inc. 0.06% 1,585 $398K No change
F Ford Motor Co. filed as FORD MTR CO 0.06% 30,000 $394K No change
NXPI NXP Semiconductors NV 0.05% 1,781 $387K Add +8.1%
SCHD Schwab US DVD Equity ETF 0.05% 14,071 $386K Add +36.0%
GE General Electric filed as GE AEROSPACE 0.05% 1,250 $385K No change
BUD Anheuser-Busch Inbev-SPN ADR 0.05% 5,973 $383K Add +17.0%
BRK.B Berkshire Hathaway Inc. Class B 0.05% 734 $369K No change
ITOT iShares Core S&P Total U.S. 0.05% 2,474 $368K New
ETR Entergy Corp. 0.05% 3,950 $365K No change
B Barrick Mining Corp. 0.05% 8,336 $363K Add +14.6%
IWD iShares Russell 1000 Value E 0.05% 1,628 $342K Add +31.3%
AFL Aflac Inc. 0.05% 3,100 $342K No change
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE 0.05% 4,946 $340K Add +0.1%
RTX RTX Corp. 0.05% 1,843 $338K No change
EEM iShares MSCI Emerging Market 0.05% 6,063 $332K Reduce -22.4%
SNY Sanofi-ADR 0.05% 6,800 $330K No change
EVTR Eaton Vance Total Return 0.05% 6,313 $325K New
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 622 $304K Reduce -10.4%
BP BP PLC-Spons ADR 0.04% 8,706 $302K Reduce -7.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,583 $302K No change
XLK SS Technology Select Sector 0.04% 2,077 $299K Add +0.8%
SCZ iShares MSCI Eafe Small-Cap 0.04% 3,839 $298K Reduce -0.1%
NSC Norfolk Southern Corp. 0.04% 1,030 $297K No change
UPS United Parcel Service Class B 0.04% 2,908 $288K No change
BCAT BlackRock Capital Alloc TR 0.04% 17,902 $253K No change
RTO Rentokil Initial PLC-SP ADR 0.04% 8,414 $248K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 14,769 $247K Add +8.7%
WTW Willis Towers Watson PLC 0.03% 750 $246K No change
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.03% 7,546 $241K New
GOVT iShares US Treasury Bond ETF 0.03% 10,175 $234K No change
VEA Vanguard Ftse Developed ETF 0.03% 3,702 $231K Add +3.7%
IGRO iShares Intl Div Growth ETF 0.03% 2,781 $230K New
PPA Invesco Aerospace & Defense 0.03% 1,441 $226K No change
UNP Union Pacific Corp. 0.03% 909 $210K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.03% 1,002 $202K New
AXIAY Axia Energia-ADR filed as CENTRAIS ELET BRAS SA 0.02% 18,610 $170K New
CGEN Compugen Ltd. 0.02% 71,212 $109K No change

Portfolio Sells Q3 2025 → Q4 2025
FISV Fiserv Inc. Reduce -25.2% 0.37% −0.63
SSNC Ss&c Technologies Holdings Reduce -80.3% 0.12% −0.52
MSFT Microsoft Corp. Reduce -0.4% 3.33% −0.46
CPAY Corpay Inc. Sold out 0.00% −0.38
GEHC GE Healthcare Technology Reduce -50.1% 0.34% −0.32
ORCL Oracle Corp. Reduce -5.8% 0.46% −0.29
QCOM Qualcomm Inc. Reduce -33.4% 0.52% −0.29
HCA HCA Healthcare Inc. Reduce -22.2% 1.11% −0.27
WEX Wex Inc. Sold out 0.00% −0.24
EA Electronic Arts Inc. Reduce -41.9% 0.29% −0.24
CLX Clorox Company Reduce -6.0% 0.47% −0.18
AVGO Broadcom Inc. Reduce -2.0% 5.98% −0.17
VZ Verizon Communications Inc. Reduce -3.5% 0.89% −0.16
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.16
ADBE Adobe Inc. Reduce -10.3% 0.65% −0.12
JPM JPMorgan Chase & Co. Reduce -0.0% 2.81% −0.10
UNH Unitedhealth Group Inc. Reduce -4.8% 0.57% −0.09
LULU Lululemon Athletica Inc. Reduce -43.3% 0.15% −0.09
PINS Pinterest Inc. Class A Reduce -1.3% 0.26% −0.09
CVX Chevron Corp. Reduce -0.0% 1.07% −0.08
TTWO Take-Two Interactive Softwre Reduce -0.0% 0.98% −0.07
CBRE CBRE Group Inc. Class A Reduce -0.0% 1.74% −0.06
STZ Constellation Brands Inc. Class A Reduce -7.6% 0.51% −0.06
CORT Corcept Therapeutics Inc. Sold out 0.00% −0.06
PFE Pfizer Inc. Reduce -8.1% 0.32% −0.06
KMB Kimberly-Clark Corp. Sold out 0.00% −0.05
SUB iShares Short-Term National Reduce -0.8% 0.64% −0.04
PEP Pepsico Inc. Reduce -4.5% 0.49% −0.04
BWA Borgwarner Inc. Sold out 0.00% −0.04
SE Sea Ltd.-ADR Sold out 0.00% −0.03
DUK Duke Energy Corp. Sold out 0.00% −0.03
PANW Palo Alto Networks Inc. Sold out 0.00% −0.03
MS Morgan Stanley Reduce -25.0% 0.11% −0.03
NWG Natwest Group PLC -Spon ADR Sold out 0.00% −0.03
MFG Mizuho Financial Group-ADR Sold out 0.00% −0.02
VTES Vanguard SH Term Tax-Ex Bond Reduce -14.3% 0.09% −0.02
EFA iShares MSCI Eafe ETF Reduce -11.8% 0.13% −0.02
KYN Kayne Anderson Energy Infra Sold out 0.00% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 0.47% −0.02
HD Home Depot Inc. Reduce -0.9% 0.07% −0.02
EEM iShares MSCI Emerging Market Reduce -22.4% 0.05% −0.02
CB Chubb Ltd. Reduce -4.9% 2.37% −0.01
T AT&T Inc. Reduce -1.1% 0.06% −0.01
STX Seagate Technology Holdings Reduce -17.5% 0.12% −0.01
LYG Lloyds Banking Group PLC-ADR Reduce -21.9% 0.07% −0.01
WMT Walmart Inc. Reduce -9.0% 0.14% −0.01
BTG B2GOLD Corp. Sold out 0.00% −0.01
ELV Elevance Health Inc. Reduce -4.6% 0.40% −0.01
TRV The Travelers Cos Inc. Reduce -0.0% 0.42% −0.01
CGXU Cap Group Intl Focus Reduce -1.4% 0.10% −0.01

Portfolio Buys Q3 2025 → Q4 2025
COR Cencora Inc. New 1.75% +1.75
IQV Iqvia Holdings Inc. Add +30.4% 1.92% +0.61
TSM Taiwan Semiconductor-SP ADR Add +20.8% 2.47% +0.48
CMI Cummins Inc. Add +51.7% 1.05% +0.45
TMO Thermo Fisher Scientific Inc. Add +15.9% 1.80% +0.42
AMZN Amazon.com Inc. Add +109.9% 0.56% +0.29
LTH Life Time Group Holdings Inc. New 0.21% +0.21
AMAT Applied Materials Inc. Add +0.2% 0.94% +0.15
APG Api Group Corp. Add +122.8% 0.24% +0.14
ONTO Onto Innovation Inc. Add +99.3% 0.22% +0.13
APO Apollo Global Management Inc. Add +12.1% 0.95% +0.12
GOOG Alphabet Inc. Class C Add +1.5% 0.55% +0.10
VT Vanguard Tot World STK ETF Add +65.0% 0.27% +0.10
CSCO Cisco Systems Inc. Add +0.0% 1.48% +0.09
ITOT iShares Core S&P Total U.S. New 0.05% +0.05
V Visa Inc. Class A Add +5.5% 2.05% +0.05
EVTR Eaton Vance Total Return New 0.05% +0.05
NKE Nike Inc. Class B Add +25.9% 0.52% +0.04
VIG Vanguard Dividend Apprec ETF Add +57.9% 0.10% +0.04
RTO Rentokil Initial PLC-SP ADR New 0.04% +0.04
CGNG Cap Group New Geography Eq New 0.03% +0.03
IGRO iShares Intl Div Growth ETF New 0.03% +0.03
WRB WR Berkley Corp. Add +18.8% 1.18% +0.03
NEM Newmont Corp. Add +0.3% 0.27% +0.03
MTB M & T Bank Corp. New 0.03% +0.03
GLD SPDR Gold Shares Add +16.6% 0.14% +0.03
AXIAY Axia Energia-ADR New 0.02% +0.02
BNDX Vanguard Total Intl Bond ETF Add +40.7% 0.08% +0.02
SQM Quimica Y Minera Chil-SP ADR Add +0.1% 0.05% +0.02
FBND Fidelity Total Bond ETF Add +10.0% 0.47% +0.02
B Barrick Mining Corp. Add +14.6% 0.05% +0.02
SCHD Schwab US DVD Equity ETF Add +36.0% 0.05% +0.01
ASML ASML Holding NV-NY Reg SHS Add +7.3% 0.10% +0.01
IWD iShares Russell 1000 Value E Add +31.3% 0.05% +0.01
BUD Anheuser-Busch Inbev-SPN ADR Add +17.0% 0.05% +0.01
MUB iShares National Muni Bond E Add +6.6% 0.53% +0.01
NU Nu Holdings Ltd./Cayman Isl-A Add +8.7% 0.03% +0.00
XOM Exxon Mobil Corp. Add +0.0% 0.13% +0.00
VEA Vanguard Ftse Developed ETF Add +3.7% 0.03% +0.00
XLK SS Technology Select Sector Add +0.8% 0.04% −0.00
NXPI NXP Semiconductors NV Add +8.1% 0.05% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 0.09% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.37% −0.01
LMT Lockheed Martin Corp. Add +0.0% 0.18% −0.02
EME Emcor Group Inc. Add +0.1% 0.17% −0.02
KWEB Kranesh Csi China Internet Add +0.5% 0.09% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +1.9% 0.85% −0.03
UBER Uber Technologies Inc. Add +0.1% 0.23% −0.06
DIS The Walt Disney Co. Add +0.4% 1.07% −0.06
BIL SS SPDR BB 1-3M T-Bill ETF Add +0.5% 1.67% −0.09

Options Activity Q3 2025 → Q4 2025
CENCORA INC call Sold out 36,783 $11.5Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 156$808.3MBND, GOOGL, AVGO, KLAC, TSM
Q1 2026 158$688.2MBND, GOOGL, AVGO, TSM, META
Q4 2025 162$708.8MBND, AVGO, GOOGL, MSFT, META
Q3 2025 166$670.0MBND, AVGO, GOOGL, MSFT, META
Q2 2025 158$631.9MBND, AVGO, MSFT, META, GOOGL
Q1 2025 160$582.6MBND, AVGO, GOOGL, META, MSFT
Q4 2024 151$601.6MAVGO, BND, BSV, GOOGL, BIL
Q3 2024 155$596.7MBND, AVGO, BSV, BIL, GOOGL
Q2 2024 142$552.8MBND, AVGO, BIL, BSV, GOOGL
Q1 2024 143$538.8MBND, BIL, AVGO, BSV, GOOGL