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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 6 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 149,157.0 $3.6M 0.07% +3K +1.7% $23.87 +2.8%
102 MAS MASCO CORP Industrials 43,532.0 $3.5M 0.07% +315.0 +0.7% $81.37 -9.7%
103 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 174,565.0 $3.5M 0.07% +4K +2.5% $20.20 +6.9%
104 ITW ILLINOIS TOOL WKS INC Industrials 12,737.0 $3.5M 0.07% +582.0 +4.8% $272.23 +3.9%
105 UMC UNITED MICROELECTRONICS CORP Technology 126,799.0 $3.5M 0.07% +14K +12.6% $27.21 -33.8%
106 BHP BHP BILLITON LIMITED Basic Materials 41,298.0 $3.4M 0.07% +1K +2.7% $83.31 +12.2%
107 VPL VANGUARD INTL EQUITY INDEX F 29,606.0 $3.4M 0.07% +10K +48.0% $115.69 -1.5%
108 EOG EOG RES INC Energy 25,830.0 $3.4M 0.06% +3K +10.8% $129.73 +17.3%
109 SHEL SHELL PLC Energy 43,058.0 $3.3M 0.06% +579.0 +1.4% $77.54 +20.9%
110 WELL WELLTOWER INC Real Estate 14,624.0 $3.3M 0.06% +3K +31.0% $226.98 +4.2%
111 SAN BANCO SANTANDER SA Financial Services 238,618.0 $3.3M 0.06% +9K +4.0% $13.80 +2.9%
112 SPG SIMON PPTY GROUP INC NEW Real Estate 14,559.0 $3.3M 0.06% +1K +10.9% $223.66 -1.4%
113 HPE HEWLETT PACKARD ENTERPRISE C Technology 71,569.0 $3.2M 0.06% +26K +57.1% $45.28 +17.0%
114 KGC KINROSS GOLD CORP Basic Materials 137,098.0 $3.2M 0.06% +896.0 +0.7% $23.62 +32.5%
115 CW CURTISS WRIGHT CORP Industrials 4,224.0 $3.2M 0.06% +473.0 +12.6% $758.17 -14.4%
116 RY ROYAL BK CDA Financial Services 15,187.0 $3.1M 0.06% +1K +10.1% $206.97 -1.1%
117 XLF SELECT SECTOR SPDR TR 57,662.0 $3.1M 0.06% +1K +2.0% $53.61 +6.4%
118 AIG AMERICAN INTL GROUP INC Financial Services 41,425.0 $3.1M 0.06% +3K +8.1% $74.53 +2.1%
119 SCHA SCHWAB STRATEGIC TR 84,579.0 $3.1M 0.06% +9K +12.7% $36.13 -4.2%
120 YETI YETI HLDGS INC Consumer Cyclical 60,985.0 $3.0M 0.06% +6K +10.1% $49.56 -11.8%
Page 6 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%