Long-term investor
Rockbridge Asset Management LLC @rockbridgeassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056320).
Record
- Tracked since 2025-06-30 (449 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.8% · 1 year n/a · all -6.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MKL · 12.1% · long · since 2025-06-30
- AMZN · 9.4% · long · since 2025-06-30
- ORLY · 8.5% · long · since 2025-06-30
- CPRT · 8.4% · long · since 2025-06-30
- AMT · 8.3% · long · since 2025-06-30
- MSFT · 7.4% · long · since 2025-06-30
- BRK-B · 7.3% · long · since 2025-06-30
- AAPL · 6.3% · long · since 2025-06-30
- MA · 5.3% · long · since 2025-06-30
- LMT · 5.2% · long · since 2025-06-30
- V · 4.8% · long · since 2025-06-30
- 02079K305 · 4.7% · long · since 2025-06-30