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CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 40.59%
This Fund
S&P 500
This Quarter Est. Return
+26.28%
1 Year Est. Return
+40.59%
3 Year Est. Return
+172.46%
5 Year Est. Return
+199.74%
10 Year Est. Return
+1,053.4%
AUM
$196M
AUM Growth
+$27.7M
Cap. Flow
-$598K
Cap. Flow %
-0.3%
Top 10 Hldgs %
58.07%
Holding
34
New
2
Increased
5
Reduced
6
Closed
–

Top Buys

Rank Stock Value
1
GLW icon
Corning
GLW
+$4.13M
2
SPCX
SpaceX
SPCX
+$1.53M
3
DKNG icon
DraftKings
DKNG
+$1.28M
4
COO icon
Cooper Companies
COO
+$637K
5
ISRG icon
Intuitive Surgical
ISRG
+$633K

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$7.58M
2
CAVA icon
CAVA Group
CAVA
+$876K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$420K
4
CRWD icon
CrowdStrike
CRWD
+$372K
5
INTC icon
Intel
INTC
+$263K

Sector Composition

Rank Sector Weight
1 Communication Services 25.94%
2 Consumer Discretionary 16.32%
3 Industrials 15.06%
4 Technology 14.5%
5 Financials 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.45T
$2.37M 1.21%
5,635
– –
BSX icon
27
Boston Scientific
BSX
$65.2B
$2.02M 1.03%
47,245
-3,400
-7% -$185K
COST icon
28
Costco
COST
$404B
$2.02M 1.03%
2,155
– –
GEV icon
29
GE Vernova
GEV
$259B
$1.82M 0.93%
1,550
– –
SPCX
30
SpaceX
SPCX
$2.02T
$1.54M 0.78%
+9,000
New +$1.53M
AMD icon
31
Advanced Micro Devices
AMD
$826B
$1.51M 0.77%
2,600
– –
NVDA icon
32
NVIDIA
NVDA
$5.45T
$1.42M 0.72%
7,090
+1,375
+24% +$283K
CAVA icon
33
CAVA Group
CAVA
$7.02B
$656K 0.33%
8,365
-10,450
-56% -$876K
NESR
34
National Energy Services Reunited Corp
NESR
$3.45B
$13.5K 0.01%
450
– –
1
2

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Crystal Rock Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Crystal Rock Capital Management held 34 positions worth $196M, up 16% from $168M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Crystal Rock Capital Management's Q2 2026 filing shows 2 new, 5 increased and 6 reduced positions. Its largest new stake was Corning: 22,700 shares worth $5.8M. The largest sale was Vertiv, an estimated $7.58M.

By sector, the portfolio is most concentrated in Communication Services at 26% of assets, down from 27% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Crystal Rock Capital Management's largest Q2 2026 buy was Corning: 22,700 shares worth $5.8M.
  • Crystal Rock Capital Management added most to DraftKings in Q2 2026, an estimated $1.28M increase.
  • Crystal Rock Capital Management's biggest Q2 2026 reduction was Vertiv, cutting an estimated $7.58M.
  • Crystal Rock Capital Management's ten largest holdings make up 58% of its $196M portfolio in Q2 2026.
  • Crystal Rock Capital Management opened 2 new positions and closed 0 in Q2 2026.
  • Crystal Rock Capital Management's portfolio value rose 16% quarter-over-quarter to $196M.

Based on Crystal Rock Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.