Bright Rock Capital Management

Bright Rock Capital Management as of Dec. 31, 2025

Portfolio Holdings for Bright Rock Capital Management

Bright Rock Capital Management holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 6.5 $33M 105k 313.00
Microsoft Corporation (MSFT) 6.1 $31M 64k 483.62
Mastercard Incorporated Cl A (MA) 3.4 $17M 30k 570.88
Thermo Fisher Scientific (TMO) 3.1 $16M 28k 579.45
Apple (AAPL) 3.0 $15M 56k 271.86
Merck & Co (MRK) 2.9 $15M 142k 105.26
Ishares Tr U.s. Energy Etf (IYE) 2.8 $14M 300k 47.53
TJX Companies (TJX) 2.8 $14M 93k 153.61
Chubb (CB) 2.8 $14M 45k 312.12
Charles Schwab Corporation (SCHW) 2.5 $13M 125k 99.91
Union Pacific Corporation (UNP) 2.4 $12M 54k 231.32
Blackrock (BLK) 2.2 $11M 11k 1070.34
Honeywell International (HON) 2.0 $10M 53k 195.09
Texas Instruments Incorporated (TXN) 2.0 $10M 59k 173.49
Veeva Sys Cl A Com (VEEV) 1.9 $9.6M 43k 223.23
Nike CL B (NKE) 1.9 $9.6M 150k 63.71
Accenture Plc Ireland Shs Class A (ACN) 1.8 $9.4M 35k 268.30
Pepsi (PEP) 1.8 $9.3M 65k 143.52
Nextera Energy (NEE) 1.7 $8.8M 110k 80.28
Intuit (INTU) 1.6 $8.3M 13k 662.42
Starbucks Corporation (SBUX) 1.6 $8.0M 95k 84.21
Select Sector Spdr Tr Indl (XLI) 1.5 $7.8M 50k 155.12
Wal-Mart Stores (WMT) 1.5 $7.7M 69k 111.41
Mccormick & Co Com Non Vtg (MKC) 1.5 $7.5M 110k 68.11
Linde SHS (LIN) 1.5 $7.5M 18k 426.39
NVIDIA Corporation (NVDA) 1.5 $7.5M 40k 186.50
Anthem (ELV) 1.4 $7.4M 21k 350.55
JPMorgan Chase & Co. (JPM) 1.4 $7.1M 22k 322.22
Verizon Communications (VZ) 1.4 $6.9M 170k 40.73
Oracle Corporation (ORCL) 1.3 $6.8M 35k 194.91
Zoetis Cl A (ZTS) 1.3 $6.8M 54k 125.82
Visa Com Cl A (V) 1.3 $6.4M 18k 350.71
Copart (CPRT) 1.2 $6.3M 162k 39.15
Roper Industries (ROP) 1.2 $6.2M 14k 445.13
Arista Networks Com Shs (ANET) 1.2 $5.9M 45k 131.03
Amphenol Corp Cl A (APH) 1.1 $5.8M 43k 135.14
Meta Platforms Cl A (META) 1.0 $5.3M 8.0k 660.09
SLB Com Stk (SLB) 1.0 $5.0M 130k 38.38
Exxon Mobil Corporation (XOM) 0.9 $4.8M 40k 120.34
IDEXX Laboratories (IDXX) 0.9 $4.7M 7.0k 676.53
Ecolab (ECL) 0.9 $4.7M 18k 262.52
Colgate-Palmolive Company (CL) 0.9 $4.7M 59k 79.02
Wec Energy Group (WEC) 0.9 $4.4M 42k 105.46
Fastenal Company (FAST) 0.8 $4.1M 102k 40.13
Monster Beverage Corp (MNST) 0.8 $4.1M 53k 76.67
Intercontinental Exchange (ICE) 0.8 $4.0M 25k 161.96
Tractor Supply Company (TSCO) 0.8 $4.0M 80k 50.01
ResMed (RMD) 0.7 $3.7M 16k 240.87
EOG Resources (EOG) 0.7 $3.7M 35k 105.01
Hershey Company (HSY) 0.7 $3.6M 20k 181.98
Ametek (AME) 0.7 $3.6M 18k 205.31
Jack Henry & Associates (JKHY) 0.7 $3.6M 20k 182.48
Rollins (ROL) 0.6 $3.0M 50k 60.02
Morgan Stanley Com New (MS) 0.6 $2.8M 16k 177.53
Tyler Technologies (TYL) 0.6 $2.8M 6.3k 453.95
Oneok (OKE) 0.5 $2.6M 35k 73.50
Lincoln Electric Holdings (LECO) 0.5 $2.4M 10k 239.64
Vulcan Materials Company (VMC) 0.4 $2.3M 8.0k 285.22
HEICO Corporation (HEI) 0.4 $2.3M 7.0k 323.59
Ptc (PTC) 0.4 $2.2M 13k 174.21
Aptar (ATR) 0.4 $2.1M 18k 121.96
Edwards Lifesciences (EW) 0.4 $2.1M 25k 85.25
Lululemon Athletica (LULU) 0.4 $2.1M 10k 207.81
Arthur J. Gallagher & Co. (AJG) 0.4 $1.9M 7.5k 258.79
Pinterest Cl A (PINS) 0.4 $1.9M 74k 25.89
Bentley Sys Com Cl B (BSY) 0.4 $1.9M 50k 38.16
Dt Midstream Common Stock (DTM) 0.4 $1.8M 15k 119.68
FactSet Research Systems (FDS) 0.3 $1.7M 6.0k 290.19
Home Depot (HD) 0.3 $1.7M 5.0k 344.10
Morningstar (MORN) 0.3 $1.6M 7.5k 217.31
SYSCO Corporation (SYY) 0.3 $1.5M 20k 73.69
Ross Stores (ROST) 0.3 $1.4M 8.0k 180.14
West Pharmaceutical Services (WST) 0.3 $1.4M 5.0k 275.14
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.3M 50k 26.32
Chipotle Mexican Grill (CMG) 0.2 $1.1M 30k 37.00
Clorox Company (CLX) 0.2 $1.0M 10k 100.83
Chemed Corp Com Stk (CHE) 0.2 $856k 2.0k 427.86