Fund HoldingsRockbridge Capital Management LLC

Total Portfolio Value
$152.53M
Total Bought
$8.21M
Total Sold
$10.30M
Net Transaction
-$2.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Copart Inc(CPRT)275,992462,711+186,7199,16313,0448.55%+3,881
Amazon.Com Inc(AMZN)61,26061,330+7012,75914,6179.58%+1,859
Alphabet Inc Cap Stock Cl A(GOOG)20,56820,544-245,9157,3424.81%+1,427
Apple Inc(AAPL)33,78833,578-2108,5759,7166.37%+1,141
Markel Group Inc(MKL)9,3899,588+19917,97118,72512.28%+754
Builders Firstsource Inc(BLDR)32,90936,192+3,2832,7093,2382.12%+529
Berkshire Hathaway Inc Cl B Ne22,86022,730-13010,95511,3747.46%+419
Kla Corp New(KLAC)01,130+1,13003410.22%+341
Lam Research Corp New(LRCX)0730+73003160.21%+316
Ge Vernova Inc(GEV)0218+21802560.17%+256
Akre Focus ETF
AKRE FOCUS ETF
6,68710,709+4,0223535700.37%+216
JPMorgan Chase & Co(JPM)2,4242,42407137930.52%+80
Ge Aerospace(GE)87587502483270.21%+79
Microsoft Corp(MSFT)30,84930,805-4411,41911,4917.53%+72
Visa Inc Cl A(V)24,62021,876-2,7447,4417,5054.92%+64
N-Able Inc Common Stock(NABL)014,680+14,6800540.04%+54
Broadcom Inc(AVGO)70070002172640.17%+48
SBA Communications Corp Cl A(SBAC)4,7634,76308208400.55%+21
American Electric Power Co Inc2,1162,11602772890.19%+12
Procter And Gamble Co(PG)1,7211,72102492520.17%+4
MPLX LP Unit Rep Ltd(MPLX)5,3815,38103073030.20%-4
Isoenergy Ltd New10,00010,00001051000.07%-6
CBRE Group Inc Cl A(CBRE)11,32211,295-271,5341,5211.00%-12
Mastercard Incorporated Cl A(MA)16,54815,992-5568,2688,2135.38%-55
Chevron Corp(CVX)2,6952,69505584470.29%-111
O'Reilly Automotive Inc(ORLY)145,884143,595-2,28913,46713,2248.67%-243
Kinsale Cap Group Inc(KNSL)11,3878,949-2,4383,8902,9511.93%-939
American Tower Corp(AMT)83,01078,863-4,14714,32612,9008.46%-1,426
Lockheed Martin Corp(LMT)15,93315,739-1949,6308,0185.26%-1,611
CCC Intelligent Solutions Hld(CCC)1,063,655677,501-386,1546,3823,4962.29%-2,886
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Rockbridge Capital Management LLC — 13F Holdings — Q2 2026 | TickerTrail