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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 21 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,089.0 $407K 0.01% +821.0 +36.2% $131.63 -4.5%
402 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,435.0 $402K 0.01% +401.0 +13.2% $117.07 -17.1%
403 ANNALY CAPITAL MANAGEMENT IN 17,214.0 $398K 0.01% +503.0 +3.0% $23.11
404 DXC DXC TECHNOLOGY CO Technology 44,773.0 $396K 0.01% +21K +86.0% $8.85 +20.9%
405 JKHY HENRY JACK & ASSOC INC Technology 2,848.0 $392K 0.01% +191.0 +7.2% $137.74 +19.8%
406 DEO DIAGEO PLC Consumer Defensive 4,868.0 $391K 0.01% +968.0 +24.8% $80.38 +16.8%
407 FSM FORTUNA MNG CORP Basic Materials 46,102.0 $390K 0.01% +1K +2.6% $8.45 +40.8%
408 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,803.0 $389K 0.01% +93.0 +1.2% $49.86 +12.7%
409 DDS DILLARDS INC Consumer Cyclical 735.0 $389K 0.01% +208.0 +39.5% $528.72 +13.1%
410 PELAGOS INS CAP LTD 15,913.0 $387K 0.01% +3K +25.5% $24.35
411 CHRD CHORD ENERGY CORPORATION Energy 3,345.0 $382K 0.01% +639.0 +23.6% $114.30 +30.2%
412 ICL ICL GROUP LTD Basic Materials 76,314.0 $380K 0.01% +1K +1.7% $4.98 +10.8%
413 KBWB INVESCO EXCH TRADED FD TR II 4,022.0 $374K 0.01% +47.0 +1.2% $92.98 +1.9%
414 CBZ CBIZ INC Industrials 11,498.0 $369K 0.01% +1K +9.7% $32.08 +71.5%
415 SEIC SEI INVTS CO Financial Services 4,196.0 $368K 0.01% +2K +64.3% $87.72 +22.7%
416 ENS ENERSYS Industrials 1,559.0 $365K 0.01% +148.0 +10.5% $234.15 -18.9%
417 EAT BRINKER INTL INC Consumer Cyclical 2,160.0 $363K 0.01% +215.0 +11.1% $168.00 +38.8%
418 FERROVIAL NV 5,285.0 $363K 0.01% +498.0 +10.4% $68.61
419 MGK VANGUARD WORLD FD 4,052.0 $356K 0.01% +3K +400.2% $87.93 +0.8%
420 EQT EQT CORP Energy 6,630.0 $353K 0.01% +1K +21.2% $53.17 +1.3%
Page 21 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%