Bright Rock Capital Management, LLC holds a diversified book of 73 stocks worth $499.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1509973/holdings"
Use Arkolith to show BRIGHT ROCK CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $27.9M | 78.0K | 5.6% | ▼−26% Reduced · −27K sh | |
| 2 | Microsoft Corp COM | $27.6M | 74.0K | 5.5% | ▲+16% Added · +10K sh | |
| 3 | Nvidia Corporation COM | $22.0M | 110.0K | 4.4% | ▲+38% Added · +30K sh | |
| 4 | Mastercard Incorporated CL A | $19.3M | 37.5K | 3.9% | —Held | |
| 5 | Merck & Co Inc COM | $18.2M | 142.0K | 3.7% | —Held | |
| 6 | Apple Inc COM | $16.2M | 56.0K | 3.2% | —Held | |
| 7 | Veeva Sys Inc CL A COM | $15.3M | 86.0K | 3.1% | ▲+100% Added · +43K sh | |
| 8 | Union Pac Corp COM | $14.6M | 53.5K | 2.9% | —Held | |
| 9 | Thermo Fisher Scientific Inc COM | $13.8M | 27.5K | 2.8% | —Held | |
| 10 | Visa Inc COM CL A | $11.9M | 34.8K | 2.4% | —Held | |
| 11 | Intuit COM | $11.7M | 45.0K | 2.4% | ▲+100% Added · +23K sh | |
| 12 | Texas Instrs Inc COM | $11.6M | 39.0K | 2.3% | ▼−34% Reduced · −20K sh | |
| 13 | Schwab Charles Corp COM | $11.5M | 125.0K | 2.3% | —Held | |
| 14 | TJX Cos Inc New COM | $10.6M | 70.0K | 2.1% | —Held | |
| 15 | BlackRock Inc COM | $10.1M | 10.5K | 2.0% | —Held | |
| 16 | NextEra Energy Inc COM | $9.7M | 110.0K | 1.9% | —Held | |
| 17 | S&P Global Inc COM | $9.2M | 22.5K | 1.8% | ▲New New position | |
| 18 | Lululemon Athletica Inc COM | $9.1M | 80.0K | 1.8% | ▲+100% Added · +40K sh | |
| 19 | Linde PLC SHS | $9.1M | 17.5K | 1.8% | —Held | |
| 20 | Pepsico Inc COM | $8.8M | 65.0K | 1.8% | —Held | |
| 21 | Copart Inc COM | $8.5M | 302.0K | 1.7% | —Held | |
| 22 | Nike Inc CL B | $8.2M | 199.0K | 1.6% | —Held | |
| 23 | Elevance Health Inc Formerly COM | $8.1M | 21.0K | 1.6% | —Held | |
| 24 | Walmart Inc COM | $7.8M | 69.0K | 1.6% | —Held | |
| 25 | Arista Networks Inc COM SHS | $7.6M | 45.0K | 1.5% | —Held | |
| 26 | Amphenol Corp CL A | $7.6M | 43.0K | 1.5% | —Held | |
| 27 | Accenture PLC Ireland SHS CLASS A | $7.5M | 60.0K | 1.5% | ▲New New position | |
| 28 | JPMorgan Chase & Co COM | $7.2M | 22.0K | 1.4% | —Held | |
| 29 | Verizon Communications Inc COM | $7.2M | 170.0K | 1.4% | —Held | |
| 30 | Netflix Inc. COM | $7.1M | 100.0K | 1.4% | ▲New New position | |
| 31 | Intercontinental Exchange In COM | $6.8M | 55.5K | 1.4% | —Held | |
| 32 | Morgan Stanley COM NEW | $6.5M | 31.0K | 1.3% | —Held | |
| 33 | SLB Limited COM STK | $6.0M | 130.0K | 1.2% | —Held | |
| 34 | Ishares TR U.S. ENERGY ETF | $5.7M | 100.0K | 1.1% | ▼−67% Reduced · −200K sh | |
| 35 | Exxon Mobil Corp COM | $5.5M | 40.0K | 1.1% | —Held | |
| 36 | Colgate Palmolive Co COM | $5.4M | 59.0K | 1.1% | —Held | |
| 37 | Monster Beverage Corp New COM | $5.1M | 53.0K | 1.0% | —Held | |
| 38 | Ecolab Inc COM | $5.0M | 18.0K | 1.0% | —Held | |
| 39 | Wec Energy Group Inc COM | $4.9M | 42.0K | 1.0% | —Held | |
| 40 | Fastenal Co COM | $4.9M | 101.6K | 1.0% | —Held | |
| 41 | Eog Res Inc COM | $4.5M | 35.0K | 0.9% | —Held | |
| 42 | Amazon Com Inc COM | $4.5M | 19.0K | 0.9% | —Held | |
| 43 | Ametek Inc COM | $4.2M | 17.5K | 0.8% | —Held | |
| 44 | Zoetis Inc CL A | $3.9M | 54.0K | 0.8% | —Held | |
| 45 | Idexx Labs Inc COM | $3.7M | 7.0K | 0.7% | —Held | |
| 46 | Hershey Co COM | $3.5M | 20.0K | 0.7% | —Held | |
| 47 | Oneok Inc New COM | $3.0M | 34.9K | 0.6% | —Held | |
| 48 | Resmed Inc COM | $3.0M | 15.5K | 0.6% | —Held | |
| 49 | Live Nation Entertainment In COM | $2.7M | 15.0K | 0.6% | —Held | |
| 50 | Henry Jack & Assoc Inc COM | $2.7M | 19.6K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 73 | $499.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 75 | $505.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 77 | $508.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 73 | $510.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 74 | $494.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 76 | $474.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 71 | $468.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 71 | $497.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.