Fund HoldingsRockbridge Capital Management LLC

Total Portfolio Value
$175.68M
Total Bought
$12.68M
Total Sold
$8.12M
Net Transaction
+$4.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corp(MSFT)36,62035,307-1,31313,74717,56210.00%+3,815
Amazon.Com Inc(AMZN)78,73681,557+2,82114,98017,89310.18%+2,912
CCC Intelligent Solutions Hld(CCC)460,775681,249+220,4744,1616,4113.65%+2,250
Amrize Ltd(AMRZ)040,276+40,27601,9961.14%+1,996
Alphabet Inc Cap Stock Cl A(GOOG)16,68724,699+8,0122,5804,3532.48%+1,772
Markel Group Inc(MKL)9,5929,554-3817,93319,08310.86%+1,149
Builders Firstsource Inc(BLDR)28,38836,686+8,2983,5474,2812.44%+734
DigitalBridge Group Inc Cl A N(DBRG)451,752430,398-21,3543,9844,4552.54%+470
Millrose Properties Inc Cl A(MRP)012,851+12,85103660.21%+366
Lockheed Martin Corp(LMT)18,28318,213-708,1678,4354.80%+268
Ge Aerospace(GE)0875+87502250.13%+225
Mastercard Incorporated Cl A(MA)19,10319,022-8110,47110,6896.08%+218
American Tower Corp(AMT)92,17991,726-45320,05820,27311.54%+215
Universal Display Corp(OLED)12,46812,46801,7391,9261.10%+187
JPMorgan Chase & Co(JPM)2,4242,42405957030.40%+108
SBA Communications Corp Cl A(SBAC)6,1316,13101,3491,4400.82%+91
Visa Inc Cl A(V)15,76115,690-715,5245,5713.17%+47
MPLX LP Unit Rep Ltd(MPLX)5,3815,38102882770.16%-11
American Electric Power Co Inc2,1162,11602312200.12%-12
Aes Corp(AES)10,00010,00001241050.06%-19
Procter And Gamble Co(PG)1,7211,72102932740.16%-19
Chevron Corp(CVX)2,6952,69504513860.22%-65
Lululemon Athletica Inc(LULU)2,1122,11205985020.29%-96
Apple Inc(AAPL)38,56738,431-1368,5677,8854.49%-682
O'Reilly Automotive Inc(ORLY)11,604173,460+161,85616,62415,6348.90%-990
Berkshire Hathaway Inc Cl B Ne25,97325,888-8513,83312,5767.16%-1,257
Copart Inc(CPRT)240,271247,819+7,54813,59712,1606.92%-1,436
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