Bright Rock Capital Management

Bright Rock Capital Management as of March 31, 2025

Portfolio Holdings for Bright Rock Capital Management

Bright Rock Capital Management holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $27M 71k 375.39
Alphabet Cap Stk Cl A (GOOGL) 4.9 $23M 150k 154.64
Mastercard Incorporated Cl A (MA) 3.5 $16M 30k 548.12
UnitedHealth (UNH) 3.3 $16M 30k 523.75
Ishares Tr U.s. Energy Etf (IYE) 3.1 $15M 300k 49.30
Apple (AAPL) 2.9 $14M 62k 222.13
Chubb (CB) 2.9 $14M 45k 301.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $13M 25k 532.58
Merck & Co (MRK) 2.7 $13M 142k 89.76
Honeywell International (HON) 2.3 $11M 53k 211.75
Texas Instruments Incorporated (TXN) 2.2 $11M 59k 179.70
Veeva Sys Cl A Com (VEEV) 2.1 $10M 43k 231.63
Blackrock None (BLK) 2.1 $9.9M 11k 946.48
Union Pacific Corporation (UNP) 2.1 $9.8M 42k 236.24
Pepsi (PEP) 2.1 $9.7M 65k 149.94
TJX Companies (TJX) 2.1 $9.7M 80k 121.80
Meta Platforms Cl A (META) 1.9 $9.2M 16k 576.36
Copart (CPRT) 1.9 $9.2M 162k 56.59
West Pharmaceutical Services (WST) 1.9 $9.0M 40k 223.88
Accenture Plc Ireland Shs Class A (ACN) 1.8 $8.7M 28k 312.04
Wal-Mart Stores (WMT) 1.8 $8.7M 99k 87.79
Roper Industries (ROP) 1.7 $8.3M 14k 589.58
Linde SHS (LIN) 1.7 $8.1M 18k 465.64
Starbucks Corporation (SBUX) 1.7 $7.8M 80k 98.09
Nextera Energy (NEE) 1.6 $7.8M 110k 70.89
Schlumberger Com Stk (SLB) 1.6 $7.7M 185k 41.80
Verizon Communications (VZ) 1.6 $7.7M 170k 45.36
Intuit (INTU) 1.6 $7.7M 13k 613.99
Automatic Data Processing (ADP) 1.5 $7.0M 23k 305.53
Visa Com Cl A (V) 1.3 $6.4M 18k 350.46
Nike CL B (NKE) 1.3 $6.3M 100k 63.48
Colgate-Palmolive Company (CL) 1.2 $5.5M 59k 93.70
Home Depot (HD) 1.2 $5.5M 15k 366.49
JPMorgan Chase & Co. (JPM) 1.1 $5.4M 22k 245.30
Intercontinental Exchange (ICE) 1.1 $5.2M 30k 172.50
Exxon Mobil Corporation (XOM) 1.0 $4.8M 40k 118.93
Thermo Fisher Scientific (TMO) 1.0 $4.7M 9.5k 497.60
Wec Energy Group (WEC) 1.0 $4.6M 42k 108.98
Ecolab (ECL) 1.0 $4.6M 18k 253.52
EOG Resources (EOG) 0.9 $4.5M 35k 128.24
Tractor Supply Company (TSCO) 0.9 $4.4M 80k 55.10
Fastenal Company (FAST) 0.8 $3.9M 51k 77.55
Tyler Technologies (TYL) 0.8 $3.6M 6.3k 581.39
Jack Henry & Associates (JKHY) 0.8 $3.6M 20k 182.60
Arista Networks None (ANET) 0.7 $3.5M 45k 77.48
ResMed (RMD) 0.7 $3.5M 16k 223.85
Oneok (OKE) 0.7 $3.5M 35k 99.22
Hershey Company (HSY) 0.7 $3.4M 20k 171.03
Procter & Gamble Company (PG) 0.7 $3.4M 20k 170.42
Aptar (ATR) 0.7 $3.3M 23k 148.38
Monster Beverage Corp (MNST) 0.7 $3.1M 53k 58.52
Select Sector Spdr Tr Technology (XLK) 0.7 $3.1M 15k 206.48
Ametek (AME) 0.6 $3.0M 18k 172.14
IDEXX Laboratories (IDXX) 0.6 $2.9M 7.0k 419.95
Amphenol Corp Cl A (APH) 0.6 $2.8M 43k 65.59
FactSet Research Systems (FDS) 0.6 $2.7M 6.0k 454.64
Rollins (ROL) 0.6 $2.7M 50k 54.03
Arthur J. Gallagher & Co. (AJG) 0.5 $2.6M 7.5k 345.24
Morningstar (MORN) 0.5 $2.2M 7.5k 299.87
SEI Investments Company (SEIC) 0.5 $2.1M 28k 77.63
Manhattan Associates (MANH) 0.4 $2.1M 12k 173.04
Bentley Sys Com Cl B (BSY) 0.4 $2.0M 50k 39.34
Lincoln Electric Holdings (LECO) 0.4 $1.9M 10k 189.16
HEICO Corporation (HEI) 0.4 $1.9M 7.0k 267.19
Vulcan Materials Company (VMC) 0.4 $1.9M 8.0k 233.30
Edwards Lifesciences (EW) 0.4 $1.8M 25k 72.48
J.B. Hunt Transport Services (JBHT) 0.3 $1.6M 11k 147.95
Clorox Company (CLX) 0.3 $1.5M 10k 147.25
Chipotle Mexican Grill (CMG) 0.3 $1.5M 30k 50.21
SYSCO Corporation (SYY) 0.3 $1.5M 20k 75.04
Dt Midstream Common Stock (DTM) 0.3 $1.4M 15k 96.48
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.4M 50k 28.90
Lululemon Athletica (LULU) 0.3 $1.4M 5.0k 283.06
Gentex Corporation (GNTX) 0.3 $1.4M 60k 23.30
Chemed Corp Com Stk (CHE) 0.3 $1.2M 2.0k 615.32
Ross Stores (ROST) 0.2 $1.0M 8.0k 127.79