Rockbridge Asset Management LLC - Portfolio overview

Rockbridge Asset Management LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. MKL - Markel Group Inc, 11.17%
2. AMT - American Tower Corp, 8.91%
3. ORLY - O'Reilly Automotive Inc, 8.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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