§ 13F · FUND PROFILE
BRIGHT ROCK CAPITAL MANAGEMENT, LLC.
AUM · $499M (13F)Positions · 73Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 78K | $28M | 5.6% | −26% |
| 2 | MSFT | MICROSOFT CORP | 74K | $28M | 5.5% | +16% |
| 3 | NVDA | NVIDIA CORPORATION | 110K | $22M | 4.4% | +38% |
| 4 | MA | MASTERCARD INCORPORATED | 38K | $19M | 3.9% | ±0% |
| 5 | MRK | MERCK & CO INC | 142K | $18M | 3.7% | ±0% |
| 6 | AAPL | APPLE INC | 56K | $16M | 3.2% | ±0% |
| 7 | VEEV | VEEVA SYS INC | 86K | $15M | 3.1% | +100% |
| 8 | UNP | UNION PAC CORP | 54K | $15M | 2.9% | ±0% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 28K | $14M | 2.8% | ±0% |
| 10 | V | VISA INC | 35K | $12M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGHT SIGNAL
AC read
BRIGHT ROCK CAPITAL MANAGEMENT, LLC is a Other fund managing $499 million in assets. The fund runs a portfolio of 73 positions.
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