Fund Holdings

Rockbridge Capital Management LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
O'Reilly Automotive Inc(ORLY)173,460161,885-11,57515,633,95017,452,82210.30%+1,818,872
Apple Inc(AAPL)38,43136,711-1,7207,884,8889,347,7225.52%+1,462,834
Alphabet Inc Cap Stock Cl A(GOOG)24,69921,666-3,0334,352,7055,267,0053.11%+914,300
Broadcom Inc(AVGO)0700+7000230,9370.14%+230,937
Lockheed Martin Corp(LMT)18,21317,253-9608,435,1698,612,8705.08%+177,701
Isoenergy Ltd New010,000+10,0000100,0000.06%+100,000
Microsoft Corp(MSFT)35,30734,047-1,26017,562,05517,634,64410.41%+72,589
Millrose Properties Inc Cl A(MRP)12,85112,8510366,382431,9220.25%+65,540
JPMorgan Chase & Co(JPM)2,4242,4240702,742764,6020.45%+61,860
Ge Aerospace(GE)8758750225,216263,2170.16%+38,001
Chevron Corp(CVX)2,6952,6950385,897418,5070.25%+32,610
Aes Corp(AES)10,00010,0000105,200131,6000.08%+26,400
Builders Firstsource Inc(BLDR)36,68635,507-1,1794,280,8894,305,2242.54%+24,335
American Electric Power Co Inc2,1162,1160219,556238,0500.14%+18,494
DigitalBridge Group Inc Cl A N(DBRG)430,398381,781-48,6174,454,6194,466,8382.64%+12,219
MPLX LP Unit Rep Ltd(MPLX)5,3815,3810277,175268,7810.16%-8,394
Procter And Gamble Co(PG)1,7211,7210274,190264,4320.16%-9,758
Amrize Ltd(AMRZ)40,27639,239-1,0371,995,6761,904,2691.12%-91,407
Lululemon Athletica Inc(LULU)2,1121,512-600501,769269,0300.16%-232,739
Universal Display Corp(OLED)12,46811,748-7201,925,8071,687,3651.00%-238,442
Berkshire Hathaway Inc Cl B Ne25,88824,379-1,50912,575,61412,256,2987.23%-319,316
Mastercard Incorporated Cl A(MA)19,02218,183-83910,689,22310,342,6726.10%-346,551
SBA Communications Corp Cl A(SBAC)6,1315,047-1,0841,439,804975,8370.58%-463,967
Visa Inc Cl A(V)15,69014,738-9525,570,7345,031,2582.97%-539,476
Copart Inc(CPRT)247,819256,067+8,24812,160,47811,515,3336.80%-645,145
Amazon.Com Inc(AMZN)81,55777,491-4,06617,892,79017,014,69910.04%-878,091
Markel Group Inc(MKL)9,5548,997-55719,082,77717,196,50610.15%-1,886,271
CCC Intelligent Solutions Hld(CCC)681,249404,249-277,0006,410,5533,682,7082.17%-2,727,845
American Tower Corp(AMT)91,72690,174-1,55220,273,28117,342,26410.24%-2,931,017
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