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Portfolio (Quarterly) Guide ↗

Rockbridge Investment Management, LCC

· CIK 0001821984
13F Portfolio $1.1B AUM 137 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 35 Added 53 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 T AT&T INC Communication Services 16,715.0 $485K 0.04% NEW — $28.99 -15.3%
2 CVX CHEVRON CORPORATION Energy 1,574.0 $326K 0.03% NEW — $206.90 -0.9%
3 CAT CATERPILLAR INC Industrials 423.0 $299K 0.03% NEW — $707.89 +15.6%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 773.0 $261K 0.02% NEW — $337.95 +35.6%
5 GLW CORNING INC Technology 1,598.0 $217K 0.02% NEW — $136.01 +13.8%
6 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 516.0 $202K 0.02% NEW — $391.76 +134.7%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.3%
Technology 25.9%
Industrials 10.8%
Consumer Cyclical 7.7%
Communication Services 6.7%
Utilities 5.1%
Healthcare 3.4%
Consumer Defensive 2.6%
Energy 2.5%