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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 7 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HOG HARLEY DAVIDSON INC Consumer Cyclical 15,911.0 $389K 0.01% NEW $24.46 +13.0%
122 QBTS D-WAVE QUANTUM INC Technology 16,054.0 $385K 0.01% NEW $23.99 -21.5%
123 CRWV COREWEAVE INC Technology 3,780.0 $376K 0.01% NEW $99.54 -9.8%
124 PBA PEMBINA PIPELINE CORP Energy 8,054.0 $372K 0.01% NEW $46.25 +6.3%
125 MHK MOHAWK INDS INC Consumer Cyclical 3,066.0 $372K 0.01% NEW $121.33 +10.0%
126 HXL HEXCEL CORP NEW Industrials 3,700.0 $370K 0.01% NEW $100.06 -5.9%
127 NUTX NUTEX HEALTH INC Healthcare 2,165.0 $370K 0.01% NEW $170.89 +10.3%
128 CNO CNO FINL GROUP INC Financial Services 7,247.0 $369K 0.01% NEW $50.98 +4.2%
129 ABVX ABIVAX SA Healthcare 2,707.0 $361K 0.01% NEW $133.28 -11.3%
130 PDD PDD HOLDINGS INC Consumer Cyclical 4,649.0 $355K 0.01% NEW $76.28 +17.4%
131 CIFR CIPHER DIGITAL INC Financial Services 14,371.0 $352K 0.01% NEW $24.50 -29.8%
132 SJM SMUCKER J M CO Consumer Defensive 3,039.0 $342K 0.01% NEW $112.50 +9.4%
133 THOMSON REUTERS CORP 4,105.0 $335K 0.01% NEW $81.67
134 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,091.0 $335K 0.01% NEW $306.84 -15.5%
135 MARA MARA HOLDINGS INC Financial Services 24,023.0 $334K 0.01% NEW $13.89 -19.7%
136 COHR COHERENT CORP Technology 834.0 $329K 0.01% NEW $394.47 -26.5%
137 RIOT RIOT PLATFORMS INC Financial Services 11,840.0 $324K 0.01% NEW $27.38 -23.4%
138 GTX GARRETT MOTION INC Consumer Cyclical 8,909.0 $323K 0.01% NEW $36.23 -27.1%
139 UCTT ULTRA CLEAN HLDGS INC Technology 2,261.0 $322K 0.01% NEW $142.59 -48.8%
140 AKTS AKTIS ONCOLOGY INC Healthcare 9,908.0 $319K 0.01% NEW $32.23 -25.5%
Page 7 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%