Filed: 7/8/2026ACC: 0001509973-26-000003
📋 What this filing means
BRIGHT ROCK CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $499.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$499.05M
Total AUM (reported)
3.68M
Total Shares
Allocation by class
COM$357.47M71.6%
CL A$32.28M6.5%
CAP STK CL A$27.87M5.6%
CL A COM$15.26M3.1%
COM CL A$11.92M2.4%
SHS$9.08M1.8%
CL B$8.17M1.6%
Portfolio Concentration
Top 3$77.49M15.5%
4–10$109.24M21.9%
11–25$141.70M28.4%
Rest$170.63M34.2%
Top 3 weight
15.5%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 3.68M
Sole
Full voting authority
3.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
ALPHABET INC
SOLEShares78K
TypeSH
Market value$27.87M
5.59%
Sole
78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares74K
TypeSH
Market value$27.60M
5.53%
Sole
74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares110K
TypeSH
Market value$22.01M
4.41%
Sole
110K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares37.50K
TypeSH
Market value$19.26M
3.86%
Sole
37.50K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares142K
TypeSH
Market value$18.25M
3.66%
Sole
142K
Shared
0.00
None
0.00
APPLE INC
SOLEShares56K
TypeSH
Market value$16.20M
3.25%
Sole
56K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares86K
TypeSH
Market value$15.26M
3.06%
Sole
86K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares53.50K
TypeSH
Market value$14.55M
2.92%
Sole
53.50K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares27.50K
TypeSH
Market value$13.79M
2.76%
Sole
27.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares34.75K
TypeSH
Market value$11.92M
2.39%
Sole
34.75K
Shared
0.00
None
0.00
INTUIT
SOLEShares45K
TypeSH
Market value$11.74M
2.35%
Sole
45K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares39K
TypeSH
Market value$11.62M
2.33%
Sole
39K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares125K
TypeSH
Market value$11.53M
2.31%
Sole
125K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares70K
TypeSH
Market value$10.61M
2.13%
Sole
70K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares10.50K
TypeSH
Market value$10.10M
2.02%
Sole
10.50K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares110K
TypeSH
Market value$9.65M
1.93%
Sole
110K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares22.50K
TypeSH
Market value$9.16M
1.84%
Sole
22.50K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares80K
TypeSH
Market value$9.13M
1.83%
Sole
80K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares17.50K
TypeSH
Market value$9.08M
1.82%
Sole
17.50K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares65K
TypeSH
Market value$8.80M
1.76%
Sole
65K
Shared
0.00
None
0.00
COPART INC
SOLEShares302K
TypeSH
Market value$8.51M
1.71%
Sole
302K
Shared
0.00
None
0.00
NIKE INC
SOLEShares199K
TypeSH
Market value$8.17M
1.64%
Sole
199K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares21K
TypeSH
Market value$8.12M
1.63%
Sole
21K
Shared
0.00
None
0.00
WALMART INC
SOLEShares69K
TypeSH
Market value$7.81M
1.57%
Sole
69K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares45K
TypeSH
Market value$7.64M
1.53%
Sole
45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 78K | SH | $27.87M 5.59% | 78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 74K | SH | $27.60M 5.53% | 74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 110K | SH | $22.01M 4.41% | 110K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 37.50K | SH | $19.26M 3.86% | 37.50K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 142K | SH | $18.25M 3.66% | 142K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 56K | SH | $16.20M 3.25% | 56K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 86K | SH | $15.26M 3.06% | 86K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 53.50K | SH | $14.55M 2.92% | 53.50K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 27.50K | SH | $13.79M 2.76% | 27.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 34.75K | SH | $11.92M 2.39% | 34.75K | 0.00 | 0.00 |
INTUITSOLE | COM | 45K | SH | $11.74M 2.35% | 45K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 39K | SH | $11.62M 2.33% | 39K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 125K | SH | $11.53M 2.31% | 125K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 70K | SH | $10.61M 2.13% | 70K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 10.50K | SH | $10.10M 2.02% | 10.50K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 110K | SH | $9.65M 1.93% | 110K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 22.50K | SH | $9.16M 1.84% | 22.50K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 80K | SH | $9.13M 1.83% | 80K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 17.50K | SH | $9.08M 1.82% | 17.50K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 65K | SH | $8.80M 1.76% | 65K | 0.00 | 0.00 |
COPART INCSOLE | COM | 302K | SH | $8.51M 1.71% | 302K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 199K | SH | $8.17M 1.64% | 199K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 21K | SH | $8.12M 1.63% | 21K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 69K | SH | $7.81M 1.57% | 69K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 45K | SH | $7.64M 1.53% | 45K | 0.00 | 0.00 |
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