BRIGHT ROCK CAPITAL MANAGEMENT, LLC

HANOVER, MA · CIK 1509973 · 13F filing filed 2026-07-08

SEC-registered investment adviser since 2010 · limited liability company

Assets managed$536.0m
Staff5 · 3 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Websitebrightrockcap.com
Form ADV · 2026-03-04SEC adviser record

Kindmutual funds, bank or insurer
Others nearbyHanover, MA
FamilyROCKLAND TRUST CO · 2 related pages · largest: ROCKLAND TRUST CO

$499.1m reported value -1.4% vs Q1 2026

73positions

37.4%in top 10

4 new 5 added 3 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	78,000	$27.9m5.59%	5.59%	Reduced -27.0k	-27,000 -25.7%
2	MICROSOFT CORP COM MSFT	MSFT	74,000	$27.6m5.53%	5.53%	Added +10.0k	+10,000 15.6%
3	NVIDIA CORPORATION COM NVDA	NVDA	110,000	$22.0m4.41%	4.41%	Added +30.0k	+30,000 37.5%
4	MASTERCARD INCORPORATED CL A MA	MA	37,500	$19.3m3.86%	3.86%	Unchanged
5	MERCK & CO INC COM MRK	MRK	142,000	$18.2m3.66%	3.66%	Unchanged
6	APPLE INC COM AAPL	AAPL	56,000	$16.2m3.25%	3.25%	Unchanged
7	VEEVA SYS INC CL A COM VEEV	VEEV	86,000	$15.3m3.06%	3.06%	Added +43.0k	+43,000 100.0%
8	UNION PAC CORP COM UNP	UNP	53,500	$14.6m2.92%	2.92%	Unchanged
9	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	27,500	$13.8m2.76%	2.76%	Unchanged
10	VISA INC COM CL A V	V	34,750	$11.9m2.39%	2.39%	Unchanged
11	INTUIT COM INTU	INTU	45,000	$11.7m2.35%	2.35%	Added +22.5k	+22,500 100.0%
12	TEXAS INSTRS INC COM TXN	TXN	39,000	$11.6m2.33%	2.33%	Reduced -20.0k	-20,000 -33.9%
13	SCHWAB CHARLES CORP COM SCHW	SCHW	125,000	$11.5m2.31%	2.31%	Unchanged
14	TJX COS INC NEW COM TJX	TJX	70,000	$10.6m2.13%	2.13%	Unchanged
15	BLACKROCK INC COM BLK	BLK	10,500	$10.1m2.02%	2.02%	Unchanged
16	NEXTERA ENERGY INC COM NEE	NEE	110,000	$9.7m1.93%	1.93%	Unchanged
17	S&P GLOBAL INC COM SPGI	SPGI	22,500	$9.2m1.84%	1.84%	New
18	LULULEMON ATHLETICA INC COM LULU	LULU	80,000	$9.1m1.83%	1.83%	Added +40.0k	+40,000 100.0%
19	LINDE PLC SHS LIN	LIN	17,500	$9.1m1.82%	1.82%	Unchanged
20	PEPSICO INC COM PEP	PEP	65,000	$8.8m1.76%	1.76%	Unchanged
21	COPART INC COM CPRT	CPRT	302,000	$8.5m1.71%	1.71%	Unchanged
22	NIKE INC CL B NKE	NKE	199,000	$8.2m1.64%	1.64%	Unchanged
23	ELEVANCE HEALTH INC COM ELV	ELV	21,000	$8.1m1.63%	1.63%	Unchanged
24	WALMART INC COM WMT	WMT	69,000	$7.8m1.57%	1.57%	Unchanged
25	ARISTA NETWORKS INC COM SHS ANET	ANET	45,000	$7.6m1.53%	1.53%	Unchanged
26	AMPHENOL CORP CL A APH	APH	43,000	$7.6m1.52%	1.52%	Unchanged
27	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	60,000	$7.5m1.50%	1.50%	New
28	JPMORGAN CHASE & CO COM JPM	JPM	22,000	$7.2m1.44%	1.44%	Unchanged
29	VERIZON COMMUNICATIONS INC COM VZ	VZ	170,000	$7.2m1.44%	1.44%	Unchanged
30	NETFLIX INC COM NFLX	NFLX	100,000	$7.1m1.43%	1.43%	New
31	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	55,500	$6.8m1.37%	1.37%	Unchanged
32	MORGAN STANLEY COM NEW MS	MS	31,000	$6.5m1.30%	1.30%	Unchanged
33	SCHLUMBERGER LTD COM STK SLB	SLB	130,000	$6.0m1.21%	1.21%	Unchanged
34	ISHARES TR U.S. ENERGY ETF IYE	IYE	100,000	$5.7m1.13%	1.13%	Reduced -200.0k	-200,000 -66.7%
35	EXXON MOBIL CORP COM XOM	XOM	40,000	$5.5m1.10%	1.10%	Unchanged
36	COLGATE PALMOLIVE CO COM CL	CL	59,000	$5.4m1.08%	1.08%	Unchanged
37	MONSTER BEVERAGE CORP NEW COM MNST	MNST	53,000	$5.1m1.02%	1.02%	Unchanged
38	ECOLAB INC COM ECL	ECL	18,000	$5.0m1.00%	1.00%	Unchanged
39	WEC ENERGY GROUP INC COM WEC	WEC	42,000	$4.9m0.98%	0.98%	Unchanged
40	FASTENAL CO COM FAST	FAST	101,600	$4.9m0.98%	0.98%	Unchanged
41	EOG RES INC COM EOG	EOG	35,000	$4.5m0.91%	0.91%	Unchanged
42	AMAZON COM INC COM AMZN	AMZN	19,000	$4.5m0.91%	0.91%	Unchanged
43	AMETEK INC COM AME	AME	17,500	$4.2m0.85%	0.85%	Unchanged
44	ZOETIS INC CL A ZTS	ZTS	54,000	$3.9m0.78%	0.78%	Unchanged
45	IDEXX LABS INC COM IDXX	IDXX	7,000	$3.7m0.74%	0.74%	Unchanged
46	HERSHEY CO COM HSY	HSY	20,000	$3.5m0.70%	0.70%	Unchanged
47	ONEOK INC NEW COM OKE	OKE	34,850	$3.0m0.61%	0.61%	Unchanged
48	RESMED INC COM RMD	RMD	15,500	$3.0m0.61%	0.61%	Unchanged
49	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	15,000	$2.7m0.55%	0.55%	Unchanged
50	HENRY JACK & ASSOC INC COM JKHY	JKHY	19,600	$2.7m0.54%	0.54%	Unchanged
51	LINCOLN ELEC HLDGS INC COM LECO	LECO	10,000	$2.7m0.53%	0.53%	Unchanged
52	TRACTOR SUPPLY CO COM TSCO	TSCO	80,000	$2.5m0.51%	0.51%	Unchanged
53	HEICO CORP NEW COM HEI	HEI	7,000	$2.5m0.50%	0.50%	Unchanged
54	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	7,500	$2.5m0.50%	0.50%	Unchanged
55	VULCAN MATLS CO COM VMC	VMC	8,000	$2.4m0.47%	0.47%	Unchanged
56	EDWARDS LIFESCIENCES CORP COM EW	EW	25,000	$2.3m0.45%	0.45%	Unchanged
57	DT MIDSTREAM INC COMMON STOCK DTM	DTM	15,000	$2.2m0.44%	0.44%	Unchanged
58	APTARGROUP INC COM ATR	ATR	17,500	$2.2m0.44%	0.44%	Unchanged
59	ROLLINS INC COM ROL	ROL	50,250	$2.1m0.42%	0.42%	Unchanged
60	FAIR ISAAC CORP COM FICO	FICO	1,600	$1.9m0.38%	0.38%	Unchanged
61	TYLER TECHNOLOGIES INC COM TYL	TYL	6,250	$1.8m0.37%	0.37%	Unchanged
62	WEST PHARMACEUTICAL SVSC INC COM WST	WST	5,000	$1.8m0.36%	0.36%	Unchanged
63	GALLAGHER ARTHUR J & CO COM AJG	AJG	7,500	$1.7m0.35%	0.35%	Unchanged
64	ROSS STORES INC COM ROST	ROST	8,000	$1.7m0.34%	0.34%	Unchanged
65	SYSCO CORP COM SYY	SYY	20,000	$1.7m0.33%	0.33%	Unchanged
66	PINTEREST INC CL A PINS	PINS	74,000	$1.6m0.31%	0.31%	Unchanged
67	BENTLEY SYS INC COM CL B BSY	BSY	50,000	$1.5m0.30%	0.30%	Unchanged
68	DEVON ENERGY CORP NEW COM DVN	DVN	35,000	$1.4m0.29%	0.29%	New
69	PTC INC COM PTC	PTC	12,500	$1.4m0.28%	0.28%	Unchanged
70	FACTSET RESH SYS INC COM FDS	FDS	6,000	$1.4m0.28%	0.28%	Unchanged
71	MORNINGSTAR INC COM MORN	MORN	7,500	$1.2m0.23%	0.23%	Unchanged
72	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	30,000	$1.0m0.20%	0.20%	Unchanged
73	CLOROX CO DEL COM CLX	CLX	10,400	$992.6k0.20%	0.20%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		26,250	$11.9m26.2k shares
MCCORMICK & CO INC MKC	MKC	230,000	$11.6m230.0k shares
COGNIZANT TECHNOLOGY SOLUTIO CTSH	CTSH	135,000	$8.3m135.0k shares
SELECT SECTOR SPDR TR XLK	XLK	36,511	$4.9m36.5k shares
META PLATFORMS INC META	META	8,000	$4.6m8.0k shares
COTERRA ENERGY INC CTRA	CTRA	50,000	$1.8m50.0k shares