CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$189M
1-Year Est. Return
31.64%
This Fund
S&P 500
1 Year Est. Return
+31.64%
AUM
$183M
AUM Growth
+$9.75M
(+5.6%)
Holding
33
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.78M | |
| 3 | +$1.76M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$1.12M |
| 5 |
GE Vernova
GEV
|
+$1.11M |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.24M | |
| 3 | +$1.17M | |
| 4 |
Boston Scientific
BSX
|
+$595K |
| 5 |
Vertiv
VRT
|
+$564K |
Sector Composition
| 1 | Communication Services | 28.73% |
| 2 | Consumer Discretionary | 16.48% |
| 3 | Financials | 13.82% |
| 4 | Industrials | 13.42% |
| 5 | Healthcare | 13.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.45T
| $22.9M | 12.52% |
31,231
-200
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.48T
| $16.7M | 9.13% |
68,775
|
|
||
|
3
Vertiv
VRT
$95.9B
| $13.4M | 7.33% |
89,040
-4,225
|
|
||
4
Amazon
AMZN
$2.24T
| $11.6M | 6.33% |
52,770
-2,360
|
|
||
5
Mastercard
MA
$446B
| $10.6M | 5.79% |
18,639
-930
|
|
||
6
Microsoft
MSFT
$2.75T
| $8.7M | 4.75% |
16,805
|
|
||
|
7
Alphabet (Google) Class C
GOOG
$3.47T
| $8.32M | 4.54% |
34,175
-1,250
|
|
||
8
TransDigm Group
TDG
$65.5B
| $8.03M | 4.38% |
6,090
|
|
||
9
JPMorgan Chase
JPM
$793B
| $7.8M | 4.26% |
24,743
-4,175
|
|
||
10
Goldman Sachs
GS
$250B
| $6.9M | 3.77% |
8,670
-500
|
|
||
11
Idexx Laboratories
IDXX
$44.6B
| $6.31M | 3.45% |
9,880
-705
|
|
||
12
Cooper Companies
COO
$14B
| $5.91M | 3.23% |
86,205
+25,950
|
|
||
|
13
Boston Scientific
BSX
$93.3B
| $5.76M | 3.15% |
59,020
-5,750
|
|
||
14
CrowdStrike
CRWD
$99B
| $5.06M | 2.76% |
10,315
|
|
||
15
DraftKings
DKNG
$10.7B
| $4.67M | 2.55% |
124,985
|
|
||
16
Netflix
NFLX
$406B
| $4.66M | 2.54% |
38,850
-1,250
|
|
||
17
Red Rock Resorts
RRR
$3.16B
| $4.09M | 2.23% |
66,950
-5,075
|
|
||
18
Estee Lauder
EL
$26B
| $4.05M | 2.21% |
45,963
|
|
||
19
Procter & Gamble
PG
$336B
| $3.9M | 2.13% |
25,375
|
|
||
20
Home Depot
HD
$328B
| $3.83M | 2.09% |
9,447
|
|
||
21
Eli Lilly
LLY
$822B
| $3.07M | 1.68% |
4,025
+850
|
|
||
22
Marriott International
MAR
$86.7B
| $2.97M | 1.62% |
11,390
-560
|
|
||
23
Intuitive Surgical
ISRG
$164B
| $2.85M | 1.56% |
6,375
|
|
||
24
Costco
COST
$442B
| $1.99M | 1.09% |
2,155
|
|
||
25
L3Harris
LHX
$64.5B
| $1.99M | 1.09% |
+6,525
|
|