Crystal Rock Capital Management holds a focused book of 34 stocks worth $196.2M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Corning Inc and trimmed Vertiv Holdings Co-A. Their largest long position is Alphabet Inc-CL A at 12% of the equity book. Cloning the disclosed picks since 2024 would be +39% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1510668/holdings"
Use Arkolith to show Crystal Rock Capital Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 11.3 points over this window.
Growth of $10,000 cloning Crystal Rock Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% 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
Other tracked managers holding the same core names as Crystal Rock Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 42 / 34 | $5.0B |
| IFP Advisors, Inc | 41 / 34 | $764.0M |
| SJS Investment Consulting Inc. | 41 / 34 | $62.3M |
| BlackRock, Inc. | 40 / 34 | $1.7T |
| FMR LLC | 40 / 34 | $675.8B |
| MORGAN STANLEY | 40 / 34 | $378.9B |
| JPMORGAN CHASE & CO | 40 / 34 | $368.7B |
| BANK OF AMERICA CORP /DE/ | 40 / 34 | $226.7B |
Ranked by how many of Crystal Rock Capital Management's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $22.9M | 64.0K | 11.7% | —Held | |
| 2 | Meta Platforms Inc - CL A CL A | $16.1M | 28.6K | 8.2% | —Held | |
| 3 | Vertiv Holdings Co COM CL A | $13.7M | 41.0K | 7.0% | ▼−37% Reduced · −24K sh | |
| 4 | Amazon.com Inc COM | $11.5M | 48.4K | 5.9% | —Held | |
| 5 | Alphabet Inc CAP STK CL C | $9.5M | 26.8K | 4.8% | ▼−4.2% Reduced · −1K sh | |
| 6 | Goldman Sachs Group Inc COM | $8.6M | 8.5K | 4.4% | —Held | |
| 7 | Mastercard Inc CL A | $8.1M | 15.8K | 4.1% | —Held | |
| 8 | Transdigm Group Inc COM | $8.0M | 6.0K | 4.1% | —Held | |
| 9 | INTEL COM | $7.8M | 55.9K | 4.0% | ▼−4.4% Reduced · −3K sh | |
| 10 | JPMorgan Chase & Co COM | $7.7M | 23.7K | 3.9% | —Held | |
| 11 | Crowdstrike Hldgs CL A CL A | $6.5M | 8.6K | 3.3% | ▼−7.1% Reduced · −655 sh | |
| 12 | Corning COM | $5.8M | 22.7K | 3.0% | ▲New New position | |
| 13 | Cooper Cos Inc COM NEW | $5.8M | 80.6K | 2.9% | ▲+14% Added · +10K sh | |
| 14 | Idexx Labs Inc COM | $5.6M | 10.6K | 2.8% | ▲+11% Added · +1K sh | |
| 15 | Microsoft Corp COM | $5.4M | 14.4K | 2.7% | —Held | |
| 16 | Draftkings Inc COM CL A | $5.3M | 209.6K | 2.7% | ▲+33% Added · +52K sh | |
| 17 | Marriott International - CL A CL A | $4.8M | 13.1K | 2.5% | —Held | |
| 18 | Eli Lilly And Co COM | $4.6M | 3.9K | 2.4% | —Held | |
| 19 | L3harris Technologies Inc COM | $4.5M | 15.5K | 2.3% | —Held | |
| 20 | Procter & Gamble Co COM | $4.0M | 27.3K | 2.0% | —Held | |
| 21 | Home Depot Inc COM | $3.7M | 10.5K | 1.9% | —Held | |
| 22 | Red Rock Resorts - CL A CL A | $3.6M | 55.7K | 1.8% | —Held | |
| 23 | Estee Lauder Cos Inc CL A | $3.4M | 43.7K | 1.8% | —Held | |
| 24 | Intuitive Surgical COM NEW | $3.4M | 8.4K | 1.7% | ▲+21% Added · +1K sh | |
| 25 | Netflix COM | $2.4M | 34.3K | 1.2% | —Held | |
| 26 | TESLA COM | $2.4M | 5.6K | 1.2% | —Held | |
| 27 | Boston Scientific Corp COM | $2.0M | 47.2K | 1.0% | ▼−6.7% Reduced · −3K sh | |
| 28 | Costco Wholesale COM | $2.0M | 2.2K | 1.0% | —Held | |
| 29 | Ge Vernova Inc COM | $1.8M | 1.6K | 0.9% | —Held | |
| 30 | Space Exploration Techn Corp CLASS A COM STK | $1.5M | 9.0K | 0.8% | ▲New New position | |
| 31 | Advanced Micro Devices Inc COM | $1.5M | 2.6K | 0.8% | —Held | |
| 32 | Nvidia Corporation COM | $1.4M | 7.1K | 0.7% | ▲+24% Added · +1K sh | |
| 33 | Cava Group Inc COM | $656K | 8.4K | 0.3% | ▼−56% Reduced · −10K sh | |
| 34 | National Energy Services Reuni SHS SHS | $13K | 450 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34 | $196.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 32 | $168.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 33 | $189.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 31 | $183.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 28 | $173.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 27 | $146.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 26 | $163.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 27 | $169.7M | 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. The performance line is a simulation of the disclosed long book, not an audited return.