Crystal Rock Capital Management Q2 2026 Portfolio Changes

As of June 30, 2026, Crystal Rock Capital Management's portfolio totals $183.57 million across 31 holdings.

Key Holdings

The firm maintains significant exposure to major technology companies and financial institutions:

• Alphabet Inc (GOOGL): Holds approximately 63,975 shares valued at $22.86 million.
• META Platforms Inc - CL A (META): Holds about 28,626 shares worth $16.12 million.
• Vertiv Holdings Co (VRT): Holds roughly 41,025 shares valued at $13.74 million.
• Intel Corporation (INTC): Holds around 55,925 shares worth $7.81 million.

This Quarter's Changes

Crystal Rock Capital Management made several notable adjustments to its portfolio during the second quarter of 2026:

• Increased Position in Corning (GLW): The firm added a substantial position, acquiring approximately 22,700 shares. This represents an increase from prior period holdings.
• Reduced Exposure to Cava Group Inc (CAVA): There was a significant reduction of about 55.54% in the number of shares held for this stock, amounting to a decrease of roughly -10,450 shares from prior period positions.
• Decreased Holdings of Boston Scientific Corp (BSX): The firm sold off some of its holdings in BOSTON SCIENTIFIC CORP, reducing the share count by approximately 6.71% (-3,400 shares).

The portfolio's sector allocation remains dominated by Technology and Communication Services:

• Technology: Accounts for about $28.44 million or 15.49% of the total value.
• Communication Services: Holds approximately $50.88 million, representing a significant allocation.

Additional Activity

The investor also engaged in other activities this quarter:

• Purchased Intuitive Surgical (ISRG): Acquired shares increasing the position by about 20.79%.
• Reduced CrowdStrike Holdings (CRWD): Decreased holdings slightly, though not significantly enough to impact major allocations.

In summary, Crystal Rock Capital Management maintained its largest positions while making targeted additions and reductions across other sectors during Q2 2026. The firm's portfolio continues to favor large-cap technology stocks but also includes significant exposure to financial services companies like Goldman Sachs Group Inc (GS) and Mastercard Inc (MA).