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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 16 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,266.0 $766K 0.01% +1K +155.8% $338.15 +1.0%
302 SE SEA LTD Consumer Cyclical 7,953.0 $762K 0.01% +1K +21.0% $95.84 +22.6%
303 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 11,998.0 $759K 0.01% +3K +33.3% $63.25 +18.0%
304 AUPH AURINIA PHARMACEUTICALS INC Healthcare 44,542.0 $756K 0.01% +13K +41.0% $16.97 -1.9%
305 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 5,903.0 $755K 0.01% +94.0 +1.6% $127.91 -5.7%
306 RKT ROCKET COS INC Financial Services 47,490.0 $748K 0.01% +17K +56.0% $15.75 -11.6%
307 ALLY ALLY FINL INC Financial Services 16,264.0 $747K 0.01% +2K +18.0% $45.95 -6.6%
308 UI UBIQUITI INC Technology 1,393.0 $744K 0.01% +126.0 +9.9% $534.28 +4.6%
309 ACMR ACM RESH INC Technology 5,846.0 $742K 0.01% +104.0 +1.8% $126.89 -37.4%
310 F FORD MTR CO Consumer Cyclical 53,217.0 $740K 0.01% +2K +3.9% $13.90 +3.7%
311 RELY REMITLY GLOBAL INC Technology 32,793.0 $735K 0.01% +17K +103.0% $22.41 +19.0%
312 KKR KKR & CO INC 7,986.0 $733K 0.01% +3K +70.1% $91.79
313 ALGN ALIGN TECHNOLOGY INC Healthcare 4,346.0 $733K 0.01% +514.0 +13.4% $168.66 -3.6%
314 BIDU BAIDU INC Communication Services 6,357.0 $727K 0.01% +802.0 +14.4% $114.29 -18.4%
315 AMH AMERICAN HOMES 4 RENT Real Estate 21,560.0 $723K 0.01% +11K +100.6% $33.52 +2.5%
316 DIVO AMPLIFY ETF TR 15,754.0 $720K 0.01% +86.0 +0.6% $45.70 +6.3%
317 WES WESTERN MIDSTREAM PARTNERS L Energy 16,365.0 $716K 0.01% +86.0 +0.5% $43.76 +10.5%
318 WRB BERKLEY W R CORP Financial Services 9,827.0 $703K 0.01% +3K +42.0% $71.50 -4.1%
319 DTE DTE ENERGY CO Utilities 4,510.0 $694K 0.01% +2K +75.4% $153.86 -12.1%
320 IWP ISHARES TR 4,663.0 $683K 0.01% +183.0 +4.1% $146.44 -1.9%
Page 16 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%