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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 8 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ZM ZOOM COMMUNICATIONS INC Technology 29,969.0 $2.6M 0.05% +7K +30.6% $86.31 +23.2%
142 ESS ESSEX PPTY TR INC Real Estate 8,734.0 $2.6M 0.05% +1K +14.7% $294.33 -2.2%
143 TOTALENERGIES SE 32,492.0 $2.5M 0.05% +4K +14.2% $78.11
144 JEPQ J P MORGAN EXCHANGE TRADED F 41,055.0 $2.5M 0.05% +8K +23.2% $61.46 -2.9%
145 SHOP SHOPIFY INC Technology 21,198.0 $2.4M 0.05% +3K +14.7% $114.18 +28.9%
146 NVST ENVISTA HOLDINGS CORPORATION Healthcare 91,302.0 $2.4M 0.05% +9K +11.4% $26.35 +2.2%
147 ADBE ADOBE INC Technology 11,642.0 $2.4M 0.05% +1K +10.3% $205.03 +32.8%
148 MSTR STRATEGY INC Technology 27,263.0 $2.4M 0.04% +9K +46.7% $86.93 +29.3%
149 MOOG INC 5,580.0 $2.4M 0.04% +101.0 +1.8% $423.88
150 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,360.0 $2.4M 0.04% +1K +17.4% $319.32 -9.9%
151 FFIV F5 INC Technology 5,637.0 $2.3M 0.04% +30.0 +0.5% $416.00 -9.2%
152 KB KB FINL GROUP INC Financial Services 21,878.0 $2.3M 0.04% +4K +23.1% $104.96 +7.9%
153 DFIC DIMENSIONAL ETF TRUST 61,381.0 $2.3M 0.04% +3K +4.6% $37.26 +4.9%
154 LYG LLOYDS BANKING GROUP PLC Financial Services 391,673.0 $2.3M 0.04% +3K +0.8% $5.83 +1.2%
155 TTC TORO CO Industrials 23,227.0 $2.3M 0.04% +7K +45.3% $97.84 -0.1%
156 MTCH MATCH GROUP INC NEW Communication Services 59,287.0 $2.3M 0.04% +14K +31.2% $38.05 +6.0%
157 NUE NUCOR CORP Basic Materials 10,018.0 $2.2M 0.04% +212.0 +2.2% $223.32 +7.7%
158 GBIL GOLDMAN SACHS ETF TR 22,255.0 $2.2M 0.04% +3K +17.8% $100.16 -0.1%
159 FCX FREEPORT MCMORAN INC Basic Materials 35,395.0 $2.2M 0.04% +5K +16.3% $62.89 +13.2%
160 MPLX MPLX LP Energy 39,319.0 $2.2M 0.04% +316.0 +0.8% $56.33 +4.0%
Page 8 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%