BRIGHT ROCK CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 0001509973 · HANOVER, MA

As of Sep 30, 2025, BRIGHT ROCK CAPITAL MANAGEMENT, LLC reported 73 positions worth $510.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology64,000$33.1M6.50%
ALPHABET INCGOOGLEquity130,000$31.6M6.19%
MASTERCARD INCMAFinancial Services30,000 7.1M3.34%
APPLE INCAAPLTechnology56,000 4.3M2.79%
ISHARES US ENERGY ETFIYE—300,000 4.3M2.79%
TJX COMPANIES INCTJXConsumer Cyclical92,500 3.4M2.62%
THERMO FISHER SCIENTIFIC INCTMOHealthcare27,500 3.3M2.61%
VEEVA SYSTEMS INCVEEVHealthcare43,000 2.8M2.51%
CHUBB LTDCBFinancial Services45,000 2.7M2.49%
UNION PACIFIC CORPUNPIndustrials53,500 2.6M2.48%
BLACKROCK INCBLKFinancial Services10,500 2.2M2.40%
SCHWAB CHARLES CORPSCHWEquity125,000 1.9M2.34%
MERCK & CO INCMRKHealthcare142,000 1.9M2.34%
COPART INCCPRTIndustrials249,000 1.2M2.19%
HONEYWELL INTERNATIONAL INCHONIndustrials52,500 1.1M2.17%
TEXAS INSTRUMENTS INCTXNTechnology59,000 0.8M2.12%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare40,000 0.5M2.06%
NIKE INCNKEConsumer Cyclical150,000 0.5M2.05%
ORACLE CORPORCLTechnology35,000$9.8M1.93%
SLB LIMITEDSLBEquity280,000$9.6M1.89%
PEPSICO INCPEPConsumer Defensive65,000$9.1M1.79%
INTUIT INCINTUTechnology12,500$8.5M1.67%
LINDE PLCLINBasic Materials17,500$8.3M1.63%
NEXTERA ENERGY INCNEEUtilities110,000$8.3M1.63%
STARBUCKS CORPSBUXConsumer Cyclical95,000$8.0M1.58%