Bright Rock Capital Management, LLC Top Holdings and 13F Report (2025) About Bright Rock Capital Management, LLCInvestment ActivityBright Rock Capital Management, LLC has $474.66 million in total holdings as of March 31, 2025.Bright Rock Capital Management, LLC owns shares of 76 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 6.82% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Bright Rock Capital Management, LLC has purchased 71 new stocks and bought additional shares in 5 stocks.Bright Rock Capital Management, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $26,652,690Alphabet $23,196,000Mastercard $16,443,600UnitedHealth Group $15,712,500iShares U.S. Energy ETF $14,790,000 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $9,938,040 Holding040413205 - ARISTA NETWORKS INC $3,486,600 Holding81369Y803 - Technology Select Sector SPDR Fund $3,097,200 Holding08265T208 - Bentley Systems $1,967,000 Holding550021109 - Lululemon Athletica $1,415,300 Holding Largest Purchases this Quarter BLACKROCK INC 10,500 shares (about $9.94M)Schlumberger 100,000 shares (about $4.18M)ARISTA NETWORKS INC 45,000 shares (about $3.49M)Technology Select Sector SPDR Fund 15,000 shares (about $3.10M)PepsiCo 20,000 shares (about $3.00M) Largest Sales this Quarter Colgate-Palmolive 65,000 shares (about $6.09M)Mastercard 10,000 shares (about $5.48M)JPMorgan Chase & Co. 15,000 shares (about $3.68M)Starbucks 20,000 shares (about $1.96M)Veeva Systems 7,000 shares (about $1.62M) 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$26,652,6900.0%71,0005.6%Computer and TechnologyGOOGLAlphabet$23,196,0000.0%150,0004.9%Computer and TechnologyMAMastercard$16,443,600$5,481,200 ▼-25.0%30,0003.5%Business ServicesUNHUnitedHealth Group$15,712,5000.0%30,0003.3%MedicalIYEiShares U.S. Energy ETF$14,790,0000.0%300,0003.1%ETFAAPLApple$13,772,0600.0%62,0002.9%Computer and TechnologyCBChubb$13,589,5500.0%45,0002.9%FinanceBRK.BBerkshire Hathaway$13,314,5000.0%25,0002.8%FinanceMRKMerck & Co., Inc.$12,745,920$2,692,800 ▲26.8%142,0002.7%MedicalHONHoneywell International$11,116,8750.0%52,5002.3%Multi-Sector ConglomeratesTXNTexas Instruments$10,602,3000.0%59,0002.2%Computer and TechnologyVEEVVeeva Systems$9,960,090$1,621,410 ▼-14.0%43,0002.1%MedicalBLACKROCK INC$9,938,040$9,938,040 ▲New Holding10,5002.1%NoneUNPUnion Pacific$9,803,9600.0%41,5002.1%TransportationPEPPepsiCo$9,746,100$2,998,800 ▲44.4%65,0002.1%Consumer StaplesTJXTJX Companies$9,744,0000.0%80,0002.1%Retail/WholesaleMETAMeta Platforms$9,221,7600.0%16,0001.9%Computer and TechnologyCPRTCopart$9,167,5800.0%162,0001.9%Business ServicesWSTWest Pharmaceutical Services$8,955,200$895,520 ▲11.1%40,0001.9%MedicalACNAccenture$8,737,1200.0%28,0001.8%Computer and TechnologyWMTWalmart$8,691,2100.0%99,0001.8%Retail/WholesaleROPRoper Technologies$8,254,1200.0%14,0001.7%Computer and TechnologyLINDE PLC$8,148,7000.0%17,5001.7%SHSSBUXStarbucks$7,847,200$1,961,800 ▼-20.0%80,0001.7%Retail/WholesaleNEENextEra Energy$7,797,9000.0%110,0001.6%UtilitiesSLBSchlumberger$7,733,000$4,180,000 ▲117.6%185,0001.6%EnergyVZVerizon Communications$7,711,2000.0%170,0001.6%Computer and TechnologyINTUIntuit$7,674,8750.0%12,5001.6%Computer and TechnologyADPAutomatic Data Processing$7,027,1900.0%23,0001.5%Business ServicesVVisa$6,395,8950.0%18,2501.3%Business ServicesNKENIKE$6,348,0000.0%100,0001.3%Consumer DiscretionaryCLColgate-Palmolive$5,528,300$6,090,500 ▼-52.4%59,0001.2%Consumer StaplesHDHome Depot$5,497,3500.0%15,0001.2%Retail/WholesaleJPMJPMorgan Chase & Co.$5,396,600$3,679,500 ▼-40.5%22,0001.1%FinanceICEIntercontinental Exchange$5,175,0000.0%30,0001.1%FinanceXOMExxon Mobil$4,757,2000.0%40,0001.0%EnergyTMOThermo Fisher Scientific$4,727,2000.0%9,5001.0%MedicalWECWEC Energy Group$4,577,1600.0%42,0001.0%UtilitiesECLEcolab$4,563,3600.0%18,0001.0%Basic MaterialsEOGEOG Resources$4,488,4000.0%35,0000.9%EnergyTSCOTractor Supply$4,408,000$964,250 ▼-17.9%80,0000.9%Retail/WholesaleFASTFastenal$3,939,5400.0%50,8000.8%Retail/WholesaleTYLTyler Technologies$3,633,6880.0%6,2500.8%Computer and TechnologyJKHYJack Henry & Associates$3,578,9600.0%19,6000.8%Computer and TechnologyARISTA NETWORKS INC$3,486,600$3,486,600 ▲New Holding45,0000.7%NoneRMDResMed$3,469,6750.0%15,5000.7%MedicalOKEONEOK$3,457,8170.0%34,8500.7%EnergyHSYHershey$3,420,6000.0%20,0000.7%Consumer StaplesPGProcter & Gamble$3,408,400$1,704,200 ▲100.0%20,0000.7%Consumer StaplesATRAptarGroup$3,338,5500.0%22,5000.7%IndustrialsMNSTMonster Beverage$3,101,5600.0%53,0000.7%Consumer StaplesXLKTechnology Select Sector SPDR Fund$3,097,200$3,097,200 ▲New Holding15,0000.7%ETFAMEAMETEK$3,012,4500.0%17,5000.6%Computer and TechnologyIDXXIDEXX Laboratories$2,939,6500.0%7,0000.6%MedicalAPHAmphenol$2,820,3700.0%43,0000.6%Computer and TechnologyFDSFactSet Research Systems$2,727,8400.0%6,0000.6%Business ServicesROLRollins$2,715,0080.0%50,2500.6%ConstructionAJGArthur J. Gallagher & Co.$2,589,3000.0%7,5000.5%FinanceMORNMorningstar$2,249,0250.0%7,5000.5%Business ServicesSEICSEI Investments$2,142,5880.0%27,6000.5%FinanceMANHManhattan Associates$2,111,0880.0%12,2000.4%Computer and TechnologyBSYBentley Systems$1,967,000$1,967,000 ▲New Holding50,0000.4%Computer and TechnologyLECOLincoln Electric$1,891,6000.0%10,0000.4%IndustrialsHEIHEICO$1,870,3300.0%7,0000.4%AerospaceVMCVulcan Materials$1,866,4000.0%8,0000.4%ConstructionEWEdwards Lifesciences$1,812,0000.0%25,0000.4%MedicalJBHTJ.B. Hunt Transport Services$1,553,4750.0%10,5000.3%TransportationCLXClorox$1,531,4000.0%10,4000.3%Consumer StaplesCMGChipotle Mexican Grill$1,506,3000.0%30,0000.3%Retail/WholesaleSYYSysco$1,500,8000.0%20,0000.3%Consumer StaplesDTMDT Midstream$1,447,2000.0%15,0000.3%EnergyCTRACoterra Energy$1,445,0000.0%50,0000.3%EnergyLULULululemon Athletica$1,415,300$1,415,300 ▲New Holding5,0000.3%Consumer DiscretionaryGNTXGentex$1,398,0000.0%60,0000.3%Auto/Tires/TrucksCHEChemed$1,230,6400.0%2,0000.3%MedicalROSTRoss Stores$1,022,3200.0%8,0000.2%Retail/WholesaleShowing 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. 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