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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 2 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PMAY INNOVATOR ETFS TRUST 95,612.0 $3.9M 0.08% NEW $41.30 +1.7%
22 FORTINET INC 25,356.0 $3.9M 0.07% NEW $153.62
23 PAAS PAN AMERN SILVER CORP Basic Materials 73,077.0 $3.3M 0.06% NEW $44.79 +14.8%
24 CRUS CIRRUS LOGIC INC Technology 21,283.0 $3.2M 0.06% NEW $148.53 -21.4%
25 OKE ONEOK INC NEW Energy 35,699.0 $3.1M 0.06% NEW $86.94 +9.3%
26 CASY CASEYS GEN STORES INC Consumer Cyclical 3,677.0 $2.9M 0.06% NEW $794.97 +3.0%
27 HAL HALLIBURTON CO Energy 84,504.0 $2.9M 0.06% NEW $33.95 +4.6%
28 RIO RIO TINTO PLC Basic Materials 30,159.0 $2.9M 0.06% NEW $94.93 +7.8%
29 AZO AUTOZONE INC Consumer Cyclical 888.0 $2.8M 0.05% NEW $3195.94 -7.9%
30 CALF PACER FDS TR 52,811.0 $2.7M 0.05% NEW $50.61 +13.2%
31 CENCORA INC 8,927.0 $2.5M 0.05% NEW $282.98
32 KHC KRAFT HEINZ CO Consumer Defensive 106,482.0 $2.5M 0.05% NEW $23.62 +8.0%
33 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 32,318.0 $2.5M 0.05% NEW $76.43 -7.7%
34 ECL ECOLAB INC Basic Materials 8,754.0 $2.4M 0.05% NEW $279.37 +0.5%
35 ING ING GROEP N.V. Financial Services 77,252.0 $2.4M 0.05% NEW $31.38 +10.1%
36 DBC INVESCO DB COMMDY INDX TRCK Financial Services 90,133.0 $2.4M 0.05% NEW $26.66 +16.7%
37 DUPONT DE NEMOURS INC 17,189.0 $2.3M 0.04% NEW $135.64
38 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 454,442.0 $2.2M 0.04% NEW $4.76 +3.5%
39 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 39,061.0 $2.1M 0.04% NEW $54.90 -17.5%
40 TGT TARGET CORP Consumer Defensive 16,174.0 $2.1M 0.04% NEW $130.62 +22.0%
Page 2 of 12  ·  236 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%