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Home > Institutional Investor > Rockbridge Capital Management Llc > Profile

Instuitional Investor - Rockbridge Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Rockbridge Capital Management Llc
Portfolio Value $175,918,410
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Markel Group Inc.
 MKL 14,386 $24,833,545 14.11%
2.
Microsoft Corp
 MSFT 51,845 $21,852,667 12.42%
3.
Amazon Com Inc
 AMZN 78,518 $17,226,064 9.79%
4.
American Tower Corp
 AMT 91,744 $16,826,767 9.56%
5.
O Reilly Automotive Inc
 ORLY 173,475 $13,713,777 7.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)