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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 3 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWD CROWDSTRIKE HLDGS INC Technology 14,894.0 $11.4M 0.22% +2K +18.9% $190.79 +1.5%
42 UNH UNITEDHEALTH GROUP INC Healthcare 26,856.0 $11.2M 0.21% +5K +22.4% $415.64 -6.9%
43 CHYM CHIME FINL INC Financial Services 544,673.0 $11.2M 0.21% +74K +15.7% $20.48 +59.1%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 58,522.0 $10.7M 0.20% +1K +2.1% $182.38 +6.0%
45 PG PROCTER & GAMBLE CO Consumer Defensive 72,581.0 $10.6M 0.20% +2K +2.6% $146.64 -2.6%
46 MRK MERCK & CO INC Healthcare 79,617.0 $10.3M 0.20% +4K +5.2% $129.39 +17.4%
47 MRVL MARVELL TECHNOLOGY INC Technology 34,264.0 $10.2M 0.20% +13K +62.5% $297.90 -19.1%
48 MIAMI INTL HLDGS INC 259,873.0 $9.7M 0.18% +159K +158.4% $37.16
49 MO ALTRIA GROUP INC Consumer Defensive 131,812.0 $9.6M 0.18% +6K +4.5% $73.01 -8.5%
50 IWF ISHARES TR 75,225.0 $9.3M 0.18% +57K +312.6% $124.17 -1.9%
51 WFC WELLS FARGO & CO Financial Services 107,516.0 $8.9M 0.17% +2K +1.8% $82.64 +2.3%
52 TXN TEXAS INSTRS INC Technology 29,557.0 $8.8M 0.17% +2K +7.2% $298.08 -10.8%
53 EBAY EBAY INC. Consumer Cyclical 78,631.0 $8.8M 0.17% +1K +1.6% $111.75 -6.7%
54 CLS CELESTICA INC Technology 22,442.0 $8.2M 0.16% +185.0 +0.8% $364.81 -18.6%
55 TJX TJX COS INC NEW Consumer Cyclical 52,573.0 $8.0M 0.15% +5K +10.6% $151.50 -7.1%
56 BK BANK OF NY MELLON CORP Financial Services 54,370.0 $7.9M 0.15% +973.0 +1.8% $144.61 -1.9%
57 DUK DUKE ENERGY CORP NEW Utilities 58,979.0 $7.5M 0.14% +5K +8.9% $126.58 -1.9%
58 HOOD ROBINHOOD MKTS INC Financial Services 72,574.0 $7.3M 0.14% +1K +2.0% $100.28 -6.1%
59 CMI CUMMINS INC Industrials 9,562.0 $6.8M 0.13% +2K +23.8% $713.23 -16.2%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 23,961.0 $6.7M 0.13% +975.0 +4.2% $281.22 -15.7%
Page 3 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%