Bright Rock Capital Management, LLC Top Holdings and 13F Report (2025) About Bright Rock Capital Management, LLCInvestment ActivityBright Rock Capital Management, LLC has $468.87 million in total holdings as of December 31, 2024.Bright Rock Capital Management, LLC owns shares of 71 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.12% of the portfolio was purchased this quarter.About 7.27% of the portfolio was sold this quarter.This quarter, Bright Rock Capital Management, LLC has purchased 71 new stocks and bought additional shares in 3 stocks.Bright Rock Capital Management, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $29,926,500Alphabet $28,395,000Mastercard $21,062,800Apple $15,526,040UnitedHealth Group $15,175,800 Largest New Holdings this Quarter Intercontinental Exchange $4,470,300 HoldingProcter & Gamble $1,676,500 HoldingChemed $1,059,600 Holding Largest Purchases this Quarter Intercontinental Exchange 30,000 shares (about $4.47M)Tractor Supply 78,000 shares (about $4.14M)Chubb 10,000 shares (about $2.76M)Procter & Gamble 10,000 shares (about $1.68M)Chemed 2,000 shares (about $1.06M) Largest Sales this Quarter JPMorgan Chase & Co. 28,000 shares (about $6.71M)West Pharmaceutical Services 11,000 shares (about $3.60M)Schlumberger 65,000 shares (about $2.49M)Copart 20,000 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBright Rock Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$29,926,5000.0%71,0006.4%Computer and TechnologyGOOGLAlphabet$28,395,0000.0%150,0006.1%Computer and TechnologyMAMastercard$21,062,8000.0%40,0004.5%Business ServicesAAPLApple$15,526,0400.0%62,0003.3%Computer and TechnologyUNHUnitedHealth Group$15,175,8000.0%30,0003.2%MedicalIYEiShares U.S. Energy ETF$13,671,0000.0%300,0002.9%ETFCBChubb$12,433,500$2,763,000 ▲28.6%45,0002.7%FinanceHONHoneywell International$11,859,2250.0%52,5002.5%Multi-Sector ConglomeratesWSTWest Pharmaceutical Services$11,792,160$3,603,160 ▼-23.4%36,0002.5%MedicalBRK.BBerkshire Hathaway$11,332,0000.0%25,0002.4%FinanceCLColgate-Palmolive$11,272,8400.0%124,0002.4%Consumer StaplesMRKMerck & Co., Inc.$11,141,7600.0%112,0002.4%MedicalTXNTexas Instruments$11,063,0900.0%59,0002.4%Computer and TechnologyVEEVVeeva Systems$10,512,5000.0%50,0002.2%MedicalACNAccenture$9,850,1200.0%28,0002.1%Computer and TechnologyTJXTJX Companies$9,664,8000.0%80,0002.1%Retail/WholesaleUNPUnion Pacific$9,463,6600.0%41,5002.0%TransportationMETAMeta Platforms$9,368,1600.0%16,0002.0%Computer and TechnologyCPRTCopart$9,297,180$1,147,800 ▼-11.0%162,0002.0%Business ServicesSBUXStarbucks$9,125,0000.0%100,0001.9%Retail/WholesaleWMTWalmart$8,944,6500.0%99,0001.9%Retail/WholesaleJPMJPMorgan Chase & Co.$8,869,270$6,711,880 ▼-43.1%37,0001.9%FinanceNEENextEra Energy$7,885,9000.0%110,0001.7%UtilitiesINTUIntuit$7,856,2500.0%12,5001.7%Computer and TechnologyNKENIKE$7,567,000$529,690 ▲7.5%100,0001.6%Consumer DiscretionaryLinde PLC$7,326,7250.0%17,5001.6%SHSROPRoper Technologies$7,277,9000.0%14,0001.6%Computer and TechnologyPEPPepsiCo$6,842,7000.0%45,0001.5%Consumer StaplesVZVerizon Communications$6,798,3000.0%170,0001.4%Computer and TechnologyADPAutomatic Data Processing$6,732,7900.0%23,0001.4%Business ServicesHDHome Depot$5,834,8500.0%15,0001.2%Retail/WholesaleVVisa$5,767,7300.0%18,2501.2%Business ServicesTSCOTractor Supply$5,173,350$4,138,680 ▲400.0%97,5001.1%Retail/WholesaleTMOThermo Fisher Scientific$4,942,1850.0%9,5001.1%MedicalICEIntercontinental Exchange$4,470,300$4,470,300 ▲New Holding30,0001.0%FinanceXOMExxon Mobil$4,302,8000.0%40,0000.9%EnergyEOGEOG Resources$4,290,3000.0%35,0000.9%EnergyECLEcolab$4,217,7600.0%18,0000.9%Basic MaterialsWECWEC Energy Group$3,949,6800.0%42,0000.8%UtilitiesFASTFastenal$3,653,0280.0%50,8000.8%Retail/WholesaleTYLTyler Technologies$3,604,0000.0%6,2500.8%Computer and TechnologyRMDResMed$3,544,6950.0%15,5000.8%MedicalATRAptarGroup$3,534,7500.0%22,5000.8%IndustrialsOKEONEOK$3,498,9400.0%34,8500.7%EnergyJKHYJack Henry & Associates$3,435,8800.0%19,6000.7%Computer and TechnologyHSYHershey$3,387,0000.0%20,0000.7%Consumer StaplesMANHManhattan Associates$3,296,9280.0%12,2000.7%Computer and TechnologySLBSchlumberger$3,258,900$2,492,100 ▼-43.3%85,0000.7%EnergyAMEAMETEK$3,154,5500.0%17,5000.7%Computer and TechnologyAPHAmphenol$2,986,3500.0%43,0000.6%Computer and TechnologyIDXXIDEXX Laboratories$2,894,0800.0%7,0000.6%MedicalFDSFactSet Research Systems$2,881,6800.0%6,0000.6%Business ServicesMNSTMonster Beverage$2,785,6800.0%53,0000.6%Consumer StaplesMORNMorningstar$2,525,7000.0%7,5000.5%Business ServicesROLRollins$2,329,0880.0%50,2500.5%ConstructionSEICSEI Investments$2,276,4480.0%27,6000.5%FinanceAJGArthur J. Gallagher & Co.$2,128,8750.0%7,5000.5%FinanceVMCVulcan Materials$2,057,8400.0%8,0000.4%ConstructionLECOLincoln Electric$1,874,7000.0%10,0000.4%IndustrialsEWEdwards Lifesciences$1,850,7500.0%25,0000.4%MedicalCMGChipotle Mexican Grill$1,809,0000.0%30,0000.4%Retail/WholesaleJBHTJ.B. Hunt Transport Services$1,791,9300.0%10,5000.4%TransportationGNTXGentex$1,723,8000.0%60,0000.4%Auto/Tires/TrucksCLXClorox$1,689,0640.0%10,4000.4%Consumer StaplesPGProcter & Gamble$1,676,500$1,676,500 ▲New Holding10,0000.4%Consumer StaplesHEIHEICO$1,664,1800.0%7,0000.4%AerospaceSYYSysco$1,529,2000.0%20,0000.3%Consumer StaplesDTMDT Midstream$1,491,4500.0%15,0000.3%EnergyCTRACoterra Energy$1,277,0000.0%50,0000.3%EnergyROSTRoss Stores$1,210,1600.0%8,0000.3%Retail/WholesaleCHEChemed$1,059,600$1,059,600 ▲New Holding2,0000.2%MedicalBLKBlackRock$0$9,969,855 ▼-100.0%00.0%FinanceANETArista Networks$0$5,757,300 ▼-100.0%00.0%Computer and TechnologySPGIS&P Global$0$4,391,270 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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