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Latest Crystal Rock Capital Management Stock Portfolio

$190Million | No. of Holdings #34

Crystal Rock Capital Management Performance

2026 Q3-2.91%
YTD+3.77%
2025+19.30%

About Crystal Rock Capital Management and 13F Hedge Fund Stock Holdings

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crystal Rock Capital Management reported an equity portfolio of $190.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Crystal Rock Capital Management are GOOG, META, AMZN. The fund has invested 11.6% of it's portfolio in ALPHABET INC and 10.9% of portfolio in META PLATFORMS INC - CL A. <br><br> The fund managers got completely rid off COOPER COS INC (COO), NVIDIA CORPORATION (NVDA) and CAVA GROUP INC stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), L3HARRIS TECHNOLOGIES INC (LHX) and VERTIV HOLDINGS CO (VRT). Crystal Rock Capital Management opened new stock positions in SCHNEIDER NATIONAL CL B (SNDR), AURORA INNOVATION CL A (AUR) and DEERE & CO (DE). The fund showed a lot of confidence in some stocks as they added substantially to CORNING (GLW), NETFLIX (NFLX) and SPACE EXPLORATION TECHN CORP.
Crystal Rock Capital Management Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$190Million
  as of Oct 28, 2026

Crystal Rock Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Crystal Rock Capital Management made a return of -2.91% in the last quarter. In trailing 12 months, it's portfolio return was 8.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schneider national cl b1,785,190
aurora innovation cl a1,729,170
deere & co873,015
New stocks bought by Crystal Rock Capital Management

Additions

Ticker% Inc.
corning113
netflix64.6
space exploration techn corp55.56
intuitive surgical52.94
idexx labs inc6.37
Additions to existing portfolio by Crystal Rock Capital Management

Reductions

Ticker% Reduced
boston scientific corp-37.2
l3harris technologies inc-18.74
vertiv holdings co-11.15
ge vernova inc-9.68
alphabet inc-9.1
costco wholesale-7.66
goldman sachs group inc-7.66
amazon.com inc-6.3
Crystal Rock Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
cooper cos inc-5,778,390
cava group inc-656,485
nvidia corporation-1,418,640
Crystal Rock Capital Management got rid off the above stocks

Sector Distribution

Crystal Rock Capital Management has about 28.9% of it's holdings in Communication Services sector.

  • Communication Services
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Others
Sector%
Communication Services28.9
Technology17.6
Consumer Cyclical14.5
Financial Services12.2
Industrials11
Healthcare8.9
Consumer Defensive5.1
Others1.8

Market Cap. Distribution

Crystal Rock Capital Management has about 95.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP63.2
LARGE-CAP32.6
MID-CAP2.4
UNALLOCATED1.8

Stocks belong to which Index?

About 85.9% of the stocks held by Crystal Rock Capital Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50083.5
Others14.1
RUSSELL 20002.4
Top 5 Winners (%)%
CRWD
crowdstrike hldgs cl a
38.3 %
MSFT
microsoft corp
37.5 %
META
meta platforms inc - cl a
28.7 %
EL
estee lauder cos inc
17.1 %
MA
mastercard inc
7.4 %
Top 5 Winners ($)$
META
meta platforms inc - cl a
4.6 M
CRWD
crowdstrike hldgs cl a
2.5 M
MSFT
microsoft corp
2.0 M
MA
mastercard inc
0.6 M
EL
estee lauder cos inc
0.6 M
Top 5 Losers (%)%
GLW
corning
-32.7 %
VRT
vertiv holdings co
-26.4 %
DKNG
draftkings inc
-24.8 %
RRR
red rock resorts - cl a
-23.9 %
HD
home depot inc
-19.3 %
Top 5 Losers ($)$
VRT
vertiv holdings co
-3.6 M
GLW
corning
-3.6 M
TDG
transdigm group inc
-1.5 M
DKNG
draftkings inc
-1.3 M
INTC
intel
-1.1 M

Crystal Rock Capital Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Crystal Rock Capital Management

Crystal Rock Capital Management has 34 stocks in it's portfolio. About 58.4% of the portfolio is in top 10 stocks. VRT proved to be the most loss making stock for the portfolio. META was the most profitable stock for Crystal Rock Capital Management last quarter.

$190.12MTotal Value
37.00Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Crystal Rock Capital Management, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change