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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $5.2B AUM 1,234 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 236 New 459 Added 418 Reduced 111 Exited
Page 12 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FLO FLOWERS FOODS INC Consumer Defensive 186,907.0 $1.5M 0.03% +92K +96.8% $7.90 -10.1%
222 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 131,691.0 $1.5M 0.03% +2K +1.6% $11.15 -8.6%
223 L LOEWS CORP Financial Services 12,696.0 $1.4M 0.03% +242.0 +1.9% $113.21 -2.7%
224 GSK GSK PLC Healthcare 27,159.0 $1.4M 0.03% +1K +4.1% $52.87 -1.0%
225 ARGX ARGENX SE Healthcare 1,543.0 $1.4M 0.03% +365.0 +31.0% $928.21 +13.0%
226 RYANAIR HOLDINGS PLC 22,042.0 $1.4M 0.03% +2K +8.0% $64.75
227 HPQ HP INC Technology 62,017.0 $1.4M 0.03% +15K +32.0% $22.61 +32.1%
228 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 13,005.0 $1.4M 0.03% +393.0 +3.1% $107.78 +2.6%
229 PK PARK HOTELS & RESORTS INC Real Estate 96,046.0 $1.4M 0.03% +16K +20.1% $14.53 +8.6%
230 CPT CAMDEN PPTY TR Real Estate 11,955.0 $1.4M 0.03% +2K +18.6% $115.72 -7.0%
231 NGG NATIONAL GRID PLC Utilities 16,457.0 $1.4M 0.03% +294.0 +1.8% $83.93 -4.7%
232 RMD RESMED INC Healthcare 7,080.0 $1.4M 0.03% +108.0 +1.6% $194.89 +19.7%
233 MELI MERCADOLIBRE INC Consumer Cyclical 811.0 $1.4M 0.03% +38.0 +4.9% $1699.02 +14.6%
234 ICICI BANK LIMITED 47,001.0 $1.4M 0.03% +4K +9.5% $29.03
235 MDB MONGODB INC Technology 3,989.0 $1.3M 0.03% +805.0 +25.3% $335.91 +27.7%
236 EXPD EXPEDITORS INTL WASH INC Industrials 8,200.0 $1.3M 0.03% +760.0 +10.2% $163.00 +15.4%
237 NVR NVR INC Consumer Cyclical 192.0 $1.3M 0.03% +35.0 +22.3% $6813.40 -5.5%
238 NOK NOKIA CORP Technology 96,827.0 $1.3M 0.03% +5K +5.0% $13.28 -23.6%
239 EVRG EVERGY INC Utilities 14,833.0 $1.3M 0.03% +774.0 +5.5% $86.44 -6.0%
240 MAN MANPOWERGROUP INC WIS Industrials 37,842.0 $1.3M 0.02% +24K +173.4% $33.77 +82.8%
Page 12 of 23  ·  459 positions

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
Technology 34.9%
Financial Services 14.5%
Healthcare 12.0%
Industrials 8.5%
Consumer Cyclical 8.2%
Communication Services 5.6%
Basic Materials 3.7%
Energy 3.7%
Consumer Defensive 3.3%
Real Estate 3.2%