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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 9 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ALAB ASTERA LABS INC Technology 4,518.0 $2.2M 0.04% +2K +101.0% $483.02 -39.9%
162 NVO NOVO-NORDISK A S Healthcare 45,422.0 $2.2M 0.04% +4K +8.6% $47.92 -3.7%
163 LNG CHENIERE ENERGY INC Energy 9,020.0 $2.2M 0.04% +326.0 +3.8% $239.02 +16.8%
164 CFG CITIZENS FINL GROUP INC Financial Services 30,479.0 $2.1M 0.04% +2K +5.8% $70.07 -0.5%
165 LAMR LAMAR ADVERTISING CO Real Estate 13,621.0 $2.1M 0.04% +2K +14.4% $155.98 -3.2%
166 CNC CENTENE CORP DEL Healthcare 32,915.0 $2.1M 0.04% +1K +3.7% $64.19 -0.1%
167 SNDR SCHNEIDER NATIONAL INC Industrials 57,579.0 $2.1M 0.04% +1K +2.1% $36.64 -4.1%
168 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 8,663.0 $2.1M 0.04% +783.0 +9.9% $240.98 +3.2%
169 BKR BAKER HUGHES COMPANY Energy 37,471.0 $2.1M 0.04% +5K +17.1% $55.50 +13.1%
170 BX BLACKSTONE INC Financial Services 17,629.0 $2.1M 0.04% +965.0 +5.8% $117.67 +20.2%
171 SO SOUTHERN CO Utilities 21,568.0 $2.1M 0.04% +4K +19.9% $95.72 -4.5%
172 WCC WESCO INTL INC Industrials 5,973.0 $2.1M 0.04% +592.0 +11.0% $345.45 -2.1%
173 UBS UBS GROUP AG Financial Services 41,370.0 $2.1M 0.04% +7K +20.6% $49.56 +7.3%
174 MKSI MKS INC. Technology 4,561.0 $2.0M 0.04% +3K +190.9% $444.80 -36.6%
175 AEP AMERICAN ELEC PWR CO INC Utilities 14,774.0 $2.0M 0.04% +3K +24.4% $136.82 -8.1%
176 SONY SONY GROUP CORP Technology 100,230.0 $2.0M 0.04% +2K +2.4% $20.06 +17.5%
177 CHIPMOS TECHNOLOGIES INC 30,909.0 $2.0M 0.04% +15K +88.5% $65.01
178 SMG SCOTTS MIRACLE-GRO CO Basic Materials 29,265.0 $2.0M 0.04% +23K +369.3% $68.11 -10.2%
179 BWA BORGWARNER INC Consumer Cyclical 29,855.0 $2.0M 0.04% +4K +15.8% $66.40 -2.4%
180 CEG CONSTELLATION ENERGY CORP Utilities 7,952.0 $2.0M 0.04% +162.0 +2.1% $248.38 +9.9%
Page 9 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%