Bright Rock Capital Management

Bright Rock Capital Management as of June 30, 2026

Portfolio Holdings for Bright Rock Capital Management

Bright Rock Capital Management holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 5.6 $28M 78k 357.37
Microsoft Corporation (MSFT) 5.5 $28M 74k 373.02
NVIDIA Corporation (NVDA) 4.4 $22M 110k 200.09
Mastercard Incorporated Cl A (MA) 3.9 $19M 38k 513.60
Merck & Co (MRK) 3.7 $18M 142k 128.50
Apple (AAPL) 3.2 $16M 56k 289.36
Veeva Sys Cl A Com (VEEV) 3.1 $15M 86k 177.47
Union Pacific Corporation (UNP) 2.9 $15M 54k 272.00
Thermo Fisher Scientific (TMO) 2.8 $14M 28k 501.36
Visa Com Cl A (V) 2.4 $12M 35k 343.09
Intuit (INTU) 2.4 $12M 45k 261.00
Texas Instruments Incorporated (TXN) 2.3 $12M 39k 298.07
Charles Schwab Corporation (SCHW) 2.3 $12M 125k 92.27
TJX Companies (TJX) 2.1 $11M 70k 151.50
Blackrock (BLK) 2.0 $10M 11k 961.56
Nextera Energy (NEE) 1.9 $9.7M 110k 87.77
S&p Global (SPGI) 1.8 $9.2M 23k 407.26
Lululemon Athletica (LULU) 1.8 $9.1M 80k 114.18
Linde SHS (LIN) 1.8 $9.1M 18k 518.94
Pepsi (PEP) 1.8 $8.8M 65k 135.40
Copart (CPRT) 1.7 $8.5M 302k 28.19
Nike CL B (NKE) 1.6 $8.2M 199k 41.05
Anthem (ELV) 1.6 $8.1M 21k 386.73
Wal-Mart Stores (WMT) 1.6 $7.8M 69k 113.26
Arista Networks Com Shs (ANET) 1.5 $7.6M 45k 169.88
Amphenol Corp Cl A (APH) 1.5 $7.6M 43k 176.32
Accenture Plc Ireland Shs Class A (ACN) 1.5 $7.5M 60k 124.44
JPMorgan Chase & Co. (JPM) 1.4 $7.2M 22k 327.33
Verizon Communications (VZ) 1.4 $7.2M 170k 42.34
Netflix (NFLX) 1.4 $7.1M 100k 71.40
Intercontinental Exchange (ICE) 1.4 $6.8M 56k 123.11
Morgan Stanley Com New (MS) 1.3 $6.5M 31k 209.04
SLB Com Stk (SLB) 1.2 $6.0M 130k 46.49
Ishares Tr U.s. Energy Etf (IYE) 1.1 $5.7M 100k 56.59
Exxon Mobil Corporation (XOM) 1.1 $5.5M 40k 136.72
Colgate-Palmolive Company (CL) 1.1 $5.4M 59k 91.68
Monster Beverage Corp (MNST) 1.0 $5.1M 53k 96.12
Ecolab (ECL) 1.0 $5.0M 18k 278.61
Wec Energy Group (WEC) 1.0 $4.9M 42k 116.77
Fastenal Company (FAST) 1.0 $4.9M 102k 48.03
EOG Resources (EOG) 0.9 $4.5M 35k 129.73
Amazon (AMZN) 0.9 $4.5M 19k 238.34
Ametek (AME) 0.8 $4.2M 18k 241.94
Zoetis Cl A (ZTS) 0.8 $3.9M 54k 71.86
IDEXX Laboratories (IDXX) 0.7 $3.7M 7.0k 526.44
Hershey Company (HSY) 0.7 $3.5M 20k 175.45
Oneok (OKE) 0.6 $3.0M 35k 86.94
ResMed (RMD) 0.6 $3.0M 16k 194.88
Live Nation Entertainment (LYV) 0.6 $2.7M 15k 183.11
Jack Henry & Associates (JKHY) 0.5 $2.7M 20k 137.74
Lincoln Electric Holdings (LECO) 0.5 $2.7M 10k 265.51
Tractor Supply Company (TSCO) 0.5 $2.5M 80k 31.61
HEICO Corporation (HEI) 0.5 $2.5M 7.0k 356.19
Hilton Worldwide Holdings (HLT) 0.5 $2.5M 7.5k 330.46
Vulcan Materials Company (VMC) 0.5 $2.4M 8.0k 295.01
Edwards Lifesciences (EW) 0.5 $2.3M 25k 90.46
Dt Midstream Common Stock (DTM) 0.4 $2.2M 15k 146.74
Aptar (ATR) 0.4 $2.2M 18k 125.20
Rollins (ROL) 0.4 $2.1M 50k 41.74
Fair Isaac Corporation (FICO) 0.4 $1.9M 1.6k 1194.78
Tyler Technologies (TYL) 0.4 $1.8M 6.3k 292.46
West Pharmaceutical Services (WST) 0.4 $1.8M 5.0k 359.00
Arthur J. Gallagher & Co. (AJG) 0.3 $1.7M 7.5k 229.57
Ross Stores (ROST) 0.3 $1.7M 8.0k 212.85
SYSCO Corporation (SYY) 0.3 $1.7M 20k 83.58
Pinterest Cl A (PINS) 0.3 $1.6M 74k 21.03
Bentley Sys Com Cl B (BSY) 0.3 $1.5M 50k 29.89
Devon Energy Corporation (DVN) 0.3 $1.4M 35k 41.32
Ptc (PTC) 0.3 $1.4M 13k 113.61
FactSet Research Systems (FDS) 0.3 $1.4M 6.0k 230.08
Morningstar (MORN) 0.2 $1.2M 7.5k 156.02
Chipotle Mexican Grill (CMG) 0.2 $1.0M 30k 34.00
Clorox Company (CLX) 0.2 $993k 10k 95.44