EdgeRock Capital LLC has filed its latest 13F-HR report with the SEC, revealing a total portfolio value of approximately $460.7 million as of September 30, 2026. This filing is significant as it provides insights into the investment strategies of EdgeRock, a firm operating in the asset management sector.
Founded in Colorado, EdgeRock Capital LLC focuses on managing investment portfolios. The company's recent filings indicate a robust approach to asset management, with a diverse range of holdings across various sectors. The latest filing, accession number 0001908378-26-000006, was submitted on November 3, 2026, and highlights the firm’s strategic investments.
According to the filing, EdgeRock's portfolio includes significant stakes in well-known companies. For instance, the report lists investments in major firms such as Apple Inc., NVIDIA Corporation, and Amazon.com Inc. These choices reflect EdgeRock's strategy to capitalize on established market players.
The filing indicates that EdgeRock holds a total of 155 positions within its portfolio, showcasing the firm's commitment to diversification. The total value of the portfolio, reported at $460,707,562, underscores the firm's substantial footprint in the investment management industry.
This update from EdgeRock Capital is likely to affect various stakeholders, including investors, analysts, and competitors within the asset management space. As firms like EdgeRock continue to adapt their strategies in response to market conditions, their filings serve as valuable indicators of investment trends and shifts in the competitive landscape.
Looking ahead, it remains to be seen how EdgeRock will adjust its investment strategies in response to market dynamics. The filing does not specify any immediate next steps, leaving stakeholders to anticipate future developments.
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