Crystal Rock Capital Management has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing, submitted on October 28, 2026, is significant as it provides insights into the firm's strategic investment choices and its position within the financial services sector.

Background

Crystal Rock Capital Management, based in Bannockburn, Illinois, is an investment management firm. The company focuses on managing assets for a variety of clients, including institutions and individuals. The firm has a history of filing 13F reports, which disclose its equity holdings to the public. The recent filing is part of its ongoing compliance with SEC regulations.

What the Filing Says

The 13F-HR filing reveals that Crystal Rock Capital Management holds a total of 34 different securities, with a reported total value of $190,117,987. Among the notable investments are:

  • Amazon.com Inc - 45,380 shares valued at approximately $11,306,427
  • Alphabet Inc - 63,975 shares (Class A) valued at approximately $22,012,518
  • Meta Platforms Inc - 28,626 shares valued at approximately $20,759,003

Investment discretion for all holdings is reported as 'SOLE', indicating that Crystal Rock Capital Management has full control over these investments.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. The disclosed holdings reflect the firm's investment strategy and may influence perceptions of its market position. Companies like Amazon, Alphabet, and Meta Platforms may see increased scrutiny from investors as they analyze Crystal Rock's investment choices.

What's Next

The filing does not say what happens next. However, it is expected that Crystal Rock Capital Management will continue to monitor its investments and may adjust its portfolio in response to market conditions.

For further details, the filing can be accessed through the SEC's EDGAR database, accession number 0001214659-26-013301.