BRIGHT ROCK CAPITAL MANAGEMENT, LLC
Q3 2026 13F filing
Updated 14 days ago72 disclosed positions worth $529.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICROSOFT CORP | $38M | 74.0K | 7.17% | Unchanged |
| 2 | G ALPHABET INC | $26.8M | 78.0K | 5.07% | Unchanged |
| 3 | N NVIDIA CORPORATION | $25.1M | 110.0K | 4.75% | Unchanged |
| 4 | M MASTERCARD INCORPORATED | $20.7M | 37.5K | 3.91% | Unchanged |
| 5 | M MERCK & CO INC | $20.6M | 142.0K | 3.90% | Unchanged |
| 6 | A APPLE INC | $18.6M | 56.0K | 3.52% | Unchanged |
| 7 | T THERMO FISHER SCIENTIFIC INC | $18.6M | 27.5K | 3.51% | Unchanged |
| 8 | A AMAZON COM INC | $14.7M | 59.0K | 2.78% | Added(+210.5%) |
| 9 | U UNION PAC CORP | $14.6M | 53.5K | 2.75% | Unchanged |
| 10 | N NIKE INC | $14.1M | 398.0K | 2.66% | Added(+100.0%) |
| 11 | V VISA INC | $12.5M | 34.8K | 2.36% | Unchanged |
| 12 | I INTUIT | $12.4M | 45.0K | 2.34% | Unchanged |
| 13 | V VEEVA SYS INC | $12.3M | 43.0K | 2.32% | Trimmed(-50.0%) |
| 14 | S CHARLES SCHWAB CORP (THE) | $12.2M | 125.0K | 2.31% | Unchanged |
| 15 | B BLACKROCK INC | $11.1M | 10.5K | 2.10% | Unchanged |
| 16 | T TEXAS INSTRS INC | $10.9M | 39.0K | 2.06% | Unchanged |
| 17 | N NETFLIX INC. | $10.4M | 150.0K | 1.97% | Added(+50.0%) |
| 18 | C COPART INC | $10.4M | 382.0K | 1.97% | Added(+26.5%) |
| 19 | T TJX COS INC NEW | $9.3M | 70.0K | 1.75% | Unchanged |
| 20 | S S&P GLOBAL INC | $8.9M | 22.5K | 1.68% | Unchanged |
| 21 | H HONEYWELL AEROSPACE INC | $8.7M | 56.3K | 1.65% | — |
| 22 | I INTERCONTINENTAL EXCHANGE IN | $8.4M | 55.5K | 1.59% | Unchanged |
| 23 | N NEXTERA ENERGY INC | $8.3M | 110.0K | 1.57% | Unchanged |
| 24 | L LINDE PLC | $8.3M | 17.5K | 1.57% | Unchanged |
| 25 | P PEPSICO INC | $8.2M | 65.0K | 1.56% | Unchanged |
| 26 | E ELEVANCE HEALTH INC FORMERLY | $8.2M | 21.0K | 1.54% | Unchanged |
| 27 | V VERIZON COMMUNICATIONS INC | $7.8M | 170.0K | 1.47% | Unchanged |
| 28 | J JPMORGAN CHASE & CO | $7.3M | 22.0K | 1.38% | Unchanged |
| 29 | A AMPHENOL CORP | $7.2M | 86.0K | 1.37% | Added(+100.0%) |
| 30 | W WALMART INC | $7.2M | 69.0K | 1.36% | Unchanged |
| 31 | M ISHARES TR | $6.5M | 100.0K | 1.22% | Unchanged |
| 32 | C CISCO SYS INC | $6.5M | 60.0K | 1.22% | — |
| 33 | R SLB LIMITED | $6.3M | 130.0K | 1.20% | Unchanged |
| 34 | M MORGAN STANLEY | $5.8M | 31.0K | 1.10% | Unchanged |
| 35 | A ARISTA NETWORKS INC | $5.1M | 25.0K | 0.96% | Trimmed(-44.4%) |
| 36 | C COLGATE PALMOLIVE CO | $5M | 59.0K | 0.95% | Unchanged |
| 37 | F FASTENAL CO | $5M | 101.6K | 0.95% | Unchanged |
| 38 | E ECOLAB INC | $4.9M | 18.0K | 0.93% | Unchanged |
| 39 | E EOG RES INC | $4.8M | 35.0K | 0.91% | Unchanged |
| 40 | M MONSTER BEVERAGE CORP NEW | $4.4M | 106.0K | 0.83% | Added(+100.0%) |
| 41 | A AMETEK INC | $4.3M | 17.5K | 0.82% | Unchanged |
| 42 | W WEC ENERGY GROUP INC | $4.2M | 42.0K | 0.80% | Unchanged |
| 43 | Z ZOETIS INC | $3.8M | 54.0K | 0.71% | Unchanged |
| 44 | I IDEXX LABS INC | $3.7M | 7.0K | 0.69% | Unchanged |
| 45 | R RESMED INC | $3.4M | 15.5K | 0.65% | Unchanged |
| 46 | U UBIQUITI INC | $3.4M | 6.0K | 0.64% | — |
| 47 | H HERSHEY CO | $3.2M | 20.0K | 0.60% | Unchanged |
| 48 | D DEXCOM INC | $3.1M | 36.0K | 0.59% | — |
| 49 | J HENRY JACK & ASSOC INC | $2.8M | 19.6K | 0.53% | Unchanged |
| 50 | L LINCOLN ELEC HLDGS INC | $2.6M | 10.0K | 0.50% | Unchanged |