ROCKBRIDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 276K | $9.16M |
 | ORLY | 146K | $13.47M |
 | AMT | 83K | $14.33M |
 | AMZN | 61K | $12.76M |
 | AAPL | 34K | $8.58M |
 | BLDR | 33K | $2.71M |
 | MSFT | 31K | $11.42M |
 | V | 25K | $7.44M |
 | BRK-B | 23K | $10.95M |
 | GOOGL | 21K | $5.91M |
 | MA | 17K | $8.27M |
 | LMT | 16K | $9.63M |
 | KNSL | 11K | $3.89M |
 | CBRE | 11K | $1.53M |
 | MKL | 9K | $17.97M |
 | MPLX | 5K | $307.09K |
 | SBAC | 5K | $819.76K |
 | CVX | 3K | $557.60K |
 | JPM | 2K | $713.04K |
 | AEP | 2K | $277.37K |
Copart, Inc.
CPRT
Shares Held
276K
Value
$9.16M
O'Reilly Automotive, Inc.
ORLY
Shares Held
146K
Value
$13.47M
American Tower Corporation
AMT
Shares Held
83K
Value
$14.33M
Amazon.com, Inc.
AMZN
Shares Held
61K
Value
$12.76M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.58M
Builders FirstSource, Inc.
BLDR
Shares Held
33K
Value
$2.71M
Microsoft Corporation
MSFT
Shares Held
31K
Value
$11.42M
Visa Inc.
V
Shares Held
25K
Value
$7.44M
Berkshire Hathaway Inc.
BRK-B
Shares Held
23K
Value
$10.95M
Alphabet Inc.
GOOGL
Shares Held
21K
Value
$5.91M
Mastercard Incorporated
MA
Shares Held
17K
Value
$8.27M
Lockheed Martin Corporation
LMT
Shares Held
16K
Value
$9.63M
Kinsale Capital Group, Inc.
KNSL
Shares Held
11K
Value
$3.89M
CBRE Group, Inc.
CBRE
Shares Held
11K
Value
$1.53M
Markel Corporation
MKL
Shares Held
9K
Value
$17.97M
MPLX Lp
MPLX
Shares Held
5K
Value
$307.09K
SBA Communications Corporation
SBAC
Shares Held
5K
Value
$819.76K
Chevron Corporation
CVX
Shares Held
3K
Value
$557.60K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$713.04K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$277.37K