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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 17 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ITUB ITAU UNIBANCO HLDG S A Financial Services 81,394.0 $677K 0.01% +685.0 +0.8% $8.32 -10.1%
322 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,569.0 $674K 0.01% +807.0 +45.8% $262.34 +30.4%
323 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 28,771.0 $668K 0.01% +4K +14.4% $23.21 +21.8%
324 SM SM ENERGY COMPANY Energy 25,451.0 $664K 0.01% +2K +8.1% $26.10 +42.5%
325 BBEU J P MORGAN EXCHANGE TRADED F 8,502.0 $661K 0.01% +152.0 +1.8% $77.77 +4.1%
326 AEGON LTD 75,890.0 $659K 0.01% +10K +15.6% $8.68
327 ICLN ISHARES TR 32,002.0 $656K 0.01% +10K +42.9% $20.49 -14.2%
328 FTV FORTIVE CORP Technology 10,589.0 $648K 0.01% +2K +26.6% $61.16 -1.8%
329 CHT CHUNGHWA TELECOM CO LTD Communication Services 14,587.0 $646K 0.01% +3K +24.6% $44.26 -2.0%
330 STN STANTEC INC Industrials 9,296.0 $642K 0.01% +163.0 +1.8% $69.11 +7.2%
331 SWKS SKYWORKS SOLUTIONS INC Technology 9,463.0 $642K 0.01% +1K +16.5% $67.80 -1.0%
332 VSGX VANGUARD WORLD FD 7,771.0 $640K 0.01% +56.0 +0.7% $82.34 +1.4%
333 SLF SUN LIFE FINANCIAL INC. Financial Services 8,129.0 $637K 0.01% +1K +19.2% $78.42 +0.7%
334 VMC VULCAN MATLS CO Basic Materials 2,134.0 $630K 0.01% +300.0 +16.4% $295.15 -6.5%
335 EIX EDISON INTL Utilities 8,448.0 $629K 0.01% +857.0 +11.3% $74.45 -3.8%
336 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 2,478.0 $627K 0.01% +55.0 +2.3% $253.16 -16.2%
337 NMR NOMURA HLDGS INC Financial Services 70,724.0 $621K 0.01% +4K +6.4% $8.78 +10.7%
338 IPAR INTERPARFUMS INC Consumer Defensive 5,400.0 $604K 0.01% +197.0 +3.8% $111.86 +3.3%
339 EPAM EPAM SYS INC Technology 7,585.0 $602K 0.01% +4K +113.7% $79.35 +39.1%
340 FMS FRESENIUS MEDICAL CARE AG Healthcare 26,305.0 $595K 0.01% +4K +18.1% $22.61 +3.6%
Page 17 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%