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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 20 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VCYT VERACYTE INC Healthcare 7,682.0 $451K 0.01% +1K +16.3% $58.73 -28.8%
382 IJJ ISHARES TR 3,034.0 $448K 0.01% +940.0 +44.9% $147.73 +0.2%
383 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 21,771.0 $448K 0.01% +2K +10.3% $20.56 +0.6%
384 CANADIAN PACIFIC KANSAS CITY 5,157.0 $447K 0.01% +178.0 +3.6% $86.67
385 NVCR NOVOCURE LTD Healthcare 29,174.0 $442K 0.01% +8K +36.0% $15.15 +17.3%
386 BAP CREDICORP LTD Financial Services 1,119.0 $436K 0.01% +442.0 +65.3% $389.64 -5.0%
387 BUNGE GLOBAL SA 4,054.0 $433K 0.01% +828.0 +25.7% $106.73
388 AIR AAR CORP Industrials 3,015.0 $431K 0.01% +92.0 +3.1% $142.93 -7.4%
389 CHWY CHEWY INC Consumer Cyclical 21,903.0 $430K 0.01% +9K +68.0% $19.65 +21.5%
390 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,716.0 $427K 0.01% +1K +50.6% $115.02 +0.6%
391 CRGY CRESCENT ENERGY COMPANY Energy 43,342.0 $426K 0.01% +953.0 +2.2% $9.82 +40.6%
392 SYY SYSCO CORP Consumer Defensive 5,034.0 $421K 0.01% +1K +29.5% $83.58 -0.6%
393 XLC SELECT SECTOR SPDR TR 3,918.0 $420K 0.01% +67.0 +1.7% $107.13 +3.3%
394 ALKS ALKERMES PLC Healthcare 8,005.0 $419K 0.01% +290.0 +3.8% $52.40 -8.4%
395 CRSP CRISPR THERAPEUTICS AG Healthcare 7,593.0 $414K 0.01% +3K +63.3% $54.54 +6.6%
396 SIGI SELECTIVE INS GROUP INC Financial Services 4,267.0 $414K 0.01% +375.0 +9.6% $97.02 -6.4%
397 SAM BOSTON BEER INC Consumer Defensive 2,330.0 $412K 0.01% +66.0 +2.9% $177.03 +7.8%
398 SPDW SPDR INDEX SHS FDS 8,178.0 $412K 0.01% +2K +28.4% $50.39 +2.4%
399 OVV OVINTIV INC Energy 7,801.0 $411K 0.01% +2K +37.9% $52.65 +26.7%
400 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 9,956.0 $408K 0.01% +1K +14.1% $41.03 -7.9%
Page 20 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 34.2%
Financial Services 14.2%
Healthcare 11.7%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.6%
Energy 3.7%
Basic Materials 3.6%
Consumer Defensive 3.3%
Real Estate 3.1%