Fund HoldingsRockbridge Capital Management LLC

Total Portfolio Value
$163.44M
Total Bought
$15.71M
Total Sold
$18.30M
Net Transaction
-$2.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
American Tower Corp(AMT)91,74492,179+43516,82720,05812.27%+3,231
O'Reilly Automotive Inc(ORLY)11,56511,604+3913,71416,62410.17%+2,910
Berkshire Hathaway Inc Cl B Ne25,86225,973+11111,72313,8338.46%+2,110
Builders Firstsource Inc(BLDR)17,10928,388+11,2792,4453,5472.17%+1,101
Visa Inc Cl A(V)15,69815,761+634,9615,5243.38%+562
Mastercard Incorporated Cl A(MA)18,96019,103+1439,98410,4716.41%+487
American Electric Power Co Inc02,116+2,11602310.14%+231
SBA Communications Corp Cl A(SBAC)6,0276,131+1041,2281,3490.83%+121
Chevron Corp(CVX)2,6952,69503904510.28%+61
MPLX LP Unit Rep Ltd(MPLX)5,3815,38102582880.18%+30
JPMorgan Chase & Co(JPM)2,4242,42405815950.36%+14
Procter And Gamble Co(PG)1,7211,72102892930.18%+5
Wescorp Energy Inc10,0000-10,00000-0
Aes Corp(AES)10,00010,00001291240.08%-4
Universal Display Corp(OLED)12,46812,46801,8231,7391.06%-84
Copart Inc(CPRT)238,830240,271+1,44113,70613,5978.32%-110
Lululemon Athletica Inc(LULU)2,0262,112+867755980.37%-177
Alphabet Inc Cap Stock Cl A(GOOG)16,47816,687+2093,1192,5801.58%-539
Lockheed Martin Corp(LMT)18,20218,283+818,8458,1675.00%-678
DigitalBridge Group Inc Cl A N(DBRG)452,268451,752-5165,1023,9842.44%-1,117
CCC Intelligent Solutions Hld(CCC)457,443460,775+3,3325,3664,1612.55%-1,205
Apple Inc(AAPL)42,89638,567-4,32910,7428,5675.24%-2,175
Amazon.Com Inc(AMZN)78,51878,736+21817,22614,9809.17%-2,246
Markel Group Inc(MKL)14,3869,592-4,79424,83417,93310.97%-6,900
Microsoft Corp(MSFT)51,84536,620-15,22521,85313,7478.41%-8,106
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