BRIGHT ROCK CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1509973 · latest 13F-HR filed 2026-07-08

BRIGHT ROCK CAPITAL MANAGEMENT, LLC manages $499.1M in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (5.59%), MSFT (5.53%), NVDA (4.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 6, added to 32, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2036 WASHINGTON STREET
HANOVER, MA 02339
Phone
(781) 982-6750
Filing Manager
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
HANOVER, MA
Signatory
Shauna Haglof
VP, Investment Compliance Manager
Loading holdings…
AUM

$499.1M

Long-equity book

Holdings

73

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+4 / −6 / ↑32 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$8.1M +57.8%
  • VEEVA SYS INC$7.7M +102.1%
  • MICROSOFT CORP$3.9M +16.5%
  • LULULEMON ATHLETICA INC$3.0M +49.2%
  • AMPHENOL CORP$2.1M +39.5%
Show all 32

Top Trims

  • ISHARES TR-$13.8M -70.9%
  • ZOETIS INC-$2.5M -39.2%
  • NIKE INC-$2.3M -22.3%
  • ALPHABET INC-$2.3M -7.7%
  • INTERCONTINENTAL EXCHANGE IN-$1.9M -21.7%
Show all 25

New Positions

  • S&P GLOBAL INC$9.2M
  • ACCENTURE PLC IRELAND$7.5M
  • NETFLIX INC.$7.1M
  • DEVON ENERGY CORP NEW$1.4M
Show all 4

Exited Positions

  • HONEYWELL INTL INC$11.9M
  • MCCORMICK & CO INC$11.6M
  • COGNIZANT TECHNOLOGY SOLUTIO$8.3M
  • SELECT SECTOR SPDR TR$4.9M
  • META PLATFORMS INC$4.6M
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $27.9M 5.59% 78,000 SH
2 MICROSOFT CORP MSFT 594918104 $27.6M 5.53% 74,000 SH
3 NVIDIA CORPORATION NVDA 67066G104 $22.0M 4.41% 110,000 SH
4 MASTERCARD INCORPORATED MA 57636Q104 $19.3M 3.86% 37,500 SH
5 MERCK & CO INC MRK 58933Y105 $18.2M 3.66% 142,000 SH
6 APPLE INC AAPL 037833100 $16.2M 3.25% 56,000 SH
7 VEEVA SYS INC VEEV 922475108 $15.3M 3.06% 86,000 SH
8 UNION PAC CORP UNP 907818108 $14.6M 2.92% 53,500 SH
9 THERMO FISHER SCIENTIFIC INC TMO 883556102 $13.8M 2.76% 27,500 SH
10 VISA INC V 92826C839 $11.9M 2.39% 34,750 SH
11 INTUIT INTU 461202103 $11.7M 2.35% 45,000 SH
12 TEXAS INSTRS INC TXN 882508104 $11.6M 2.33% 39,000 SH
13 SCHWAB CHARLES CORP SCHW 808513105 $11.5M 2.31% 125,000 SH
14 TJX COS INC NEW TJX 872540109 $10.6M 2.13% 70,000 SH
15 BLACKROCK INC BLK 09290D101 $10.1M 2.02% 10,500 SH
16 NEXTERA ENERGY INC NEE 65339F101 $9.7M 1.93% 110,000 SH
17 S&P GLOBAL INC SPGI 78409V104 $9.2M 1.84% 22,500 SH
18 LULULEMON ATHLETICA INC LULU 550021109 $9.1M 1.83% 80,000 SH
19 LINDE PLC LIN G54950103 $9.1M 1.82% 17,500 SH
20 PEPSICO INC PEP 713448108 $8.8M 1.76% 65,000 SH
21 COPART INC CPRT 217204106 $8.5M 1.71% 302,000 SH
22 NIKE INC NKE 654106103 $8.2M 1.64% 199,000 SH
23 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $8.1M 1.63% 21,000 SH
24 WALMART INC WMT 931142103 $7.8M 1.57% 69,000 SH
25 ARISTA NETWORKS INC ANET 040413205 $7.6M 1.53% 45,000 SH
26 AMPHENOL CORP APH 032095101 $7.6M 1.52% 43,000 SH
27 ACCENTURE PLC IRELAND ACN G1151C101 $7.5M 1.50% 60,000 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $7.2M 1.44% 22,000 SH
29 VERIZON COMMUNICATIONS INC VZ 92343V104 $7.2M 1.44% 170,000 SH
30 NETFLIX INC. NFLX 64110L106 $7.1M 1.43% 100,000 SH
31 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $6.8M 1.37% 55,500 SH
32 MORGAN STANLEY MS 617446448 $6.5M 1.30% 31,000 SH
33 SLB LIMITED SLB 806857108 $6.0M 1.21% 130,000 SH
34 ISHARES TR IYE 464287796 $5.7M 1.13% 100,000 SH
35 EXXON MOBIL CORP XOM 30231G102 $5.5M 1.10% 40,000 SH
36 COLGATE PALMOLIVE CO CL 194162103 $5.4M 1.08% 59,000 SH
37 MONSTER BEVERAGE CORP NEW MNST 61174X109 $5.1M 1.02% 53,000 SH
38 ECOLAB INC ECL 278865100 $5.0M 1.00% 18,000 SH
39 WEC ENERGY GROUP INC WEC 92939U106 $4.9M 0.98% 42,000 SH
40 FASTENAL CO FAST 311900104 $4.9M 0.98% 101,600 SH
41 EOG RES INC EOG 26875P101 $4.5M 0.91% 35,000 SH
42 AMAZON COM INC AMZN 023135106 $4.5M 0.91% 19,000 SH
43 AMETEK INC AME 031100100 $4.2M 0.85% 17,500 SH
44 ZOETIS INC ZTS 98978V103 $3.9M 0.78% 54,000 SH
45 IDEXX LABS INC IDXX 45168D104 $3.7M 0.74% 7,000 SH
46 HERSHEY CO HSY 427866108 $3.5M 0.70% 20,000 SH
47 ONEOK INC NEW OKE 682680103 $3.0M 0.61% 34,850 SH
48 RESMED INC RMD 761152107 $3.0M 0.61% 15,500 SH
49 LIVE NATION ENTERTAINMENT IN LYV 538034109 $2.7M 0.55% 15,000 SH
50 HENRY JACK & ASSOC INC JKHY 426281101 $2.7M 0.54% 19,600 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $499.1M 73 0001509973-26-000003
2026-03-31 2026-04-16 $505.9M 75 0001509973-26-000002
2025-12-31 2026-01-15 $508.7M 77 0001509973-26-000001