Latest Crystal Rock Capital Management Stock Portfolio
$196Million | No. of Holdings #34
Crystal Rock Capital Management Performance
2026 Q2+14.53%
YTD+6.88%
2025+19.30%
About Crystal Rock Capital Management and 13F Hedge Fund Stock Holdings
On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crystal Rock Capital Management reported an equity portfolio of $196.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Crystal Rock Capital Management are GOOG, META, VRT. The fund has invested 11.7% of it's portfolio in ALPHABET INC and 8.2% of portfolio in META PLATFORMS INC - CL A. <br><br> They significantly reduced their stock positions in CAVA GROUP INC, VERTIV HOLDINGS CO (VRT) and CROWDSTRIKE HLDGS CL A (CRWD). Crystal Rock Capital Management opened new stock positions in CORNING (GLW) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to DRAFTKINGS INC (DKNG), NVIDIA CORPORATION (NVDA) and INTUITIVE SURGICAL (ISRG).
Crystal Rock Capital Management Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$196Million
as of Aug 03, 2026Crystal Rock Capital Management Annual Return Estimates Vs S&P 500
Our best estimate is that Crystal Rock Capital Management made a return of 14.53% in the last quarter. In trailing 12 months, it's portfolio return was 17.45%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| corning | 5,798,260 |
| space exploration techn corp | 1,537,740 |
New stocks bought by Crystal Rock Capital Management
Additions
| Ticker | % Inc. |
|---|---|
| draftkings inc | 32.99 |
| nvidia corporation | 24.06 |
| intuitive surgical | 20.79 |
| cooper cos inc | 13.77 |
| idexx labs inc | 11.29 |
Additions to existing portfolio by Crystal Rock Capital Management
Reductions
| Ticker | % Reduced |
|---|---|
| cava group inc | -55.54 |
| vertiv holdings co | -36.81 |
| crowdstrike hldgs cl a | -7.11 |
| boston scientific corp | -6.71 |
| intel | -4.44 |
| alphabet inc | -4.21 |
Crystal Rock Capital Management reduced stake in above stock
Sold off
None of the stocks were completely sold off by Crystal Rock Capital Management
Sector Distribution
Crystal Rock Capital Management has about 25.9% of it's holdings in Communication Services sector.
- Communication Services
- Consumer Cyclical
- Technology
- Industrials
- Financial Services
- Healthcare
- Consumer Defensive
- Others
| Sector | % |
|---|---|
| Communication Services | 25.9 |
| Consumer Cyclical | 16 |
| Technology | 14.5 |
| Industrials | 13.3 |
| Financial Services | 12.5 |
| Healthcare | 10.9 |
| Consumer Defensive | 4.8 |
| Others | 2.1 |
Market Cap. Distribution
Crystal Rock Capital Management has about 96.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 61 |
| LARGE-CAP | 35.1 |
| UNALLOCATED | 2.1 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 84.9% 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 500 | 83.1 |
| Others | 15.1 |
| RUSSELL 2000 | 1.8 |
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 58.1% of the portfolio is in top 10 stocks. BSX proved to be the most loss making stock for the portfolio. INTC was the most profitable stock for Crystal Rock Capital Management last quarter.
$196.19MTotal Value
34.00Positions
03 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Advanced Micro Devices Inc Crystal Rock Capital Management's holding in Advanced Micro Devices Inc over time | 0.77% | 2,600 | $1.51M 0.77% | 0%unchanged 0 percentunchanged | |
 Amazon.Com Inc Amazon.Com IncAMZN Crystal Rock Capital Management's holding in Amazon.Com Inc over time | 5.88% | 48,430 | $11.54M 5.88% | 0%unchanged 0 percentunchanged | |
 Boston Scientific Corp Crystal Rock Capital Management's holding in Boston Scientific Corp over time | 1.03% | 47,245 | $2.02M 1.03% | 6.71%decreased 6.71 percentreduced | |
 Cooper Cos Inc Crystal Rock Capital Management's holding in Cooper Cos Inc over time | 2.94% | 80,580 | $5.78M 2.94% | 13.77%increased 13.77 percentadded | |
 Costco Wholesale Costco WholesaleCOST Crystal Rock Capital Management's holding in Costco Wholesale over time | 1.03% | 2,155 | $2.02M 1.03% | 0%unchanged 0 percentunchanged | |
 Crowdstrike Hldgs Cl A Crystal Rock Capital Management's holding in Crowdstrike Hldgs Cl A over time | 3.33% | 8,555 | $6.53M 3.33% | 7.11%decreased 7.11 percentreduced | |
 Draftkings Inc Draftkings IncDKNG Crystal Rock Capital Management's holding in Draftkings Inc over time | 2.7% | 209,610 | $5.29M 2.7% | 32.99%increased 32.99 percentadded | |
 Estee Lauder Cos Inc Crystal Rock Capital Management's holding in Estee Lauder Cos Inc over time | 1.76% | 43,663 | $3.45M 1.76% | 0%unchanged 0 percentunchanged | |
| 2.96% | 22,700 | $5.80M 2.96% | Newnew position | ||
 Alphabet Inc Alphabet IncGOOG Crystal Rock Capital Management's holding in Alphabet Inc over time | 11.65% | 63,975 | $22.86M 11.65% | 0%unchanged 0 percentunchanged | |
Alphabet Inc Alphabet IncGOOG Crystal Rock Capital Management's holding in Alphabet Inc over time | 4.82% | 26,750 | $9.45M 4.82% | 4.21%decreased 4.21 percentreduced | |
 Goldman Sachs Group Inc Crystal Rock Capital Management's holding in Goldman Sachs Group Inc over time | 4.37% | 8,485 | $8.58M 4.37% | 0%unchanged 0 percentunchanged | |
 Home Depot Inc Crystal Rock Capital Management's holding in Home Depot Inc over time | 1.88% | 10,472 | $3.69M 1.88% | 0%unchanged 0 percentunchanged | |
 Idexx Labs Inc Idexx Labs IncIDXX Crystal Rock Capital Management's holding in Idexx Labs Inc over time | 2.84% | 10,600 | $5.58M 2.84% | 11.29%increased 11.29 percentadded | |
| 3.98% | 55,925 | $7.81M 3.98% | 4.44%decreased 4.44 percentreduced | ||
 Intuitive Surgical Crystal Rock Capital Management's holding in Intuitive Surgical over time | 1.71% | 8,425 | $3.35M 1.71% | 20.79%increased 20.79 percentadded | |
 Jpmorgan Chase & Co Crystal Rock Capital Management's holding in Jpmorgan Chase & Co over time | 3.95% | 23,668 | $7.75M 3.95% | 0%unchanged 0 percentunchanged | |
 L3harris Technologies Inc Crystal Rock Capital Management's holding in L3harris Technologies Inc over time | 2.29% | 15,475 | $4.50M 2.29% | 0%unchanged 0 percentunchanged | |
 Eli Lilly And Co Crystal Rock Capital Management's holding in Eli Lilly And Co over time | 2.36% | 3,865 | $4.64M 2.36% | 0%unchanged 0 percentunchanged | |
 Mastercard Inc Crystal Rock Capital Management's holding in Mastercard Inc over time | 4.14% | 15,814 | $8.12M 4.14% | 0%unchanged 0 percentunchanged | |
