Crystal Rock Capital Management
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 73.8%; sector active share 34.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 26.7% | $50,884,511 |
| Industrials | 15.5% | $29,543,921 |
| Technology | 14.9% | $28,441,817 |
| Consumer Cyclical | 14.0% | $26,728,886 |
| Financial Services | 12.8% | $24,450,790 |
| Healthcare | 11.2% | $21,361,322 |
| Consumer Defensive | 5.0% | $9,466,402 |
| Energy | 0.0% | $13,468 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VRT | Vertiv Holdings Co | −23,900 | 41,025 | $13,735,990 | |
| CAVA | Cava Group, Inc. | −10,450 | 8,365 | $656,485 | |
| BSX | Boston Scientific Corp | −3,400 | 47,245 | $2,016,416 | |
| INTC | Intel Corp | −2,600 | 55,925 | $7,808,807 | |
| GOOG | Alphabet Inc. | −1,175 | 26,750 | $9,451,577 | |
| CRWD | CrowdStrike Holdings, Inc. | −655 | 8,555 | $6,528,662 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 63,975 | $22,862,745 | 11.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 28,626 | $16,124,739 | 8.45% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 41,025 | $13,735,990 | 7.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 48,430 | $11,542,806 | 6.05% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 26,750 | $9,451,577 | 4.95% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 8,485 | $8,581,474 | 4.50% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 15,814 | $8,122,070 | 4.25% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 5,970 | $7,952,278 | 4.17% | |
| INTC |
Intel Corp
Technology
|
Reduced | 55,925 | $7,808,807 | 4.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 23,668 | $7,747,246 | 4.06% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 8,555 | $6,528,662 | 3.42% | |
| GLW |
Corning Inc
Technology
|
NEW | 22,700 | $5,798,261 | 3.04% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Added | 80,580 | $5,778,391 | 3.03% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Added | 10,600 | $5,580,264 | 2.92% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 14,415 | $5,377,083 | 2.82% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Held | 13,065 | $4,841,758 | 2.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 3,865 | $4,635,797 | 2.43% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Held | 15,475 | $4,496,880 | 2.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 27,300 | $4,003,272 | 2.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 10,472 | $3,693,264 | 1.93% | |
| RRR |
Red Rock Resorts, Inc.
Consumer Cyclical
|
Held | 55,710 | $3,624,492 | 1.90% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 43,663 | $3,447,193 | 1.81% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 8,425 | $3,350,454 | 1.76% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 34,250 | $2,445,450 | 1.28% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 5,635 | $2,370,081 | 1.24% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 47,245 | $2,016,416 | 1.06% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 2,155 | $2,015,937 | 1.06% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,550 | $1,821,033 | 0.95% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 9,000 | $1,537,740 | 0.81% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 2,600 | $1,510,366 | 0.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,090 | $1,418,638 | 0.74% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Reduced | 8,365 | $656,485 | 0.34% | |
| NESR |
National Energy Services Reunited Corp.
Energy
|
Held | 450 | $13,468 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.