Holdings
Rockbridge Investment Management, LCC
As of Jun 30, 2026, Rockbridge Investment Management, LCC reported 43 positions worth US$43.6M. Largest: Apple Inc, Ge Aerospace and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 26,846 | US$7.77M | −1,115 | Jun 30, 2026 |
| Ge Aerospace | 9,237 | US$3.45M | −44 | Jun 30, 2026 |
| Microsoft Corp. | 8,291 | US$3.09M | +15 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,527 | US$2.69M | +40 | Jun 30, 2026 |
| Ge Vernova Inc. | 2,069 | US$2.43M | +34 | Jun 30, 2026 |
| Amazon.com, Inc. | 10,082 | US$2.4M | +118 | Jun 30, 2026 |
| Lockheed Martin Corporation | 3,695 | US$1.88M | +1,645 | Jun 30, 2026 |
| Tesla, Inc. | 4,156 | US$1.75M | +32 | Jun 30, 2026 |
| Nvidia Corporation | 7,234 | US$1.45M | +593 | Jun 30, 2026 |
| Rtx Corporation | 7,424 | US$1.41M | −1 | Jun 30, 2026 |