SEC Form 13F

Rockbridge Asset Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$155,144,446
Positions31

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Markel Group IncMKLCOM$18,725,4609,588
Amazon.Com IncAMZNCOM$14,617,39261,330
O'Reilly Automotive IncORLYCOM$13,223,664143,595
Copart IncCPRTCOM$13,043,823462,711
American Tower CorpAMTCOM$12,899,62178,863
Microsoft CorpMSFTCOM$11,490,88130,805
Berkshire Hathaway Inc Cl B NeBRK.BCOM$11,373,86522,730
Apple IncAAPLCOM$9,716,13033,578
Mastercard Incorporated Cl AMACOM$8,213,49115,992
Lockheed Martin CorpLMTCOM$8,018,39115,739

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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