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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 15 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVEM AMERICAN CENTY ETF TR 9,543.0 $921K 0.02% +2K +24.3% $96.49 -2.3%
282 STE STERIS PLC Healthcare 4,370.0 $920K 0.02% +2K +116.5% $210.60 +13.0%
283 MYE MYERS INDS INC Consumer Cyclical 25,690.0 $911K 0.02% +10K +59.1% $35.45 -5.4%
284 NTES NETEASE COM INC Technology 6,964.0 $892K 0.02% +1K +24.9% $128.14 +0.0%
285 TRP TC ENERGY CORP Energy 13,319.0 $884K 0.02% +2K +15.9% $66.38 -6.6%
286 AUR AURORA INNOVATION INC Technology 128,608.0 $877K 0.02% +15K +12.7% $6.82 -8.5%
287 CHH CHOICE HOTELS INTL INC Consumer Cyclical 7,905.0 $872K 0.02% +2K +40.7% $110.27 -0.6%
288 TWST TWIST BIOSCIENCE CORP Healthcare 8,447.0 $869K 0.02% +2K +38.0% $102.88 +41.5%
289 SCHG SCHWAB STRATEGIC TR 25,584.0 $866K 0.02% +4K +21.0% $33.84 +4.4%
290 KVUE KENVUE INC Consumer Defensive 44,877.0 $858K 0.02% +11K +31.1% $19.11 -0.3%
291 PCG PG&E CORP Utilities 50,196.0 $847K 0.02% +2K +5.0% $16.87 +4.3%
292 SCHM SCHWAB STRATEGIC TR 22,952.0 $846K 0.02% +3K +15.0% $36.87 -1.9%
293 CYD CHINA YUCHAI INTL LTD Industrials 17,392.0 $825K 0.02% +3K +22.4% $47.41 -15.9%
294 CMS CMS ENERGY CORP Utilities 10,750.0 $822K 0.02% +6K +138.6% $76.50 -10.8%
295 QRVO QORVO INC Technology 8,718.0 $813K 0.02% +231.0 +2.7% $93.27 +2.5%
296 MLI MUELLER INDS INC Industrials 6,542.0 $804K 0.01% +212.0 +3.4% $122.93 -48.6%
297 MOH MOLINA HEALTHCARE INC Healthcare 3,495.0 $799K 0.01% +2K +114.7% $228.70 -12.4%
298 NTRA NATERA INC Healthcare 2,907.0 $789K 0.01% +716.0 +32.7% $271.45 +22.3%
299 BNS BANK NOVA SCOTIA B C Financial Services 9,066.0 $787K 0.01% +4K +70.2% $86.84 +0.8%
300 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 8,982.0 $775K 0.01% +1K +14.7% $86.33 +17.0%
Page 15 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%