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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 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TEAM ATLASSIAN CORPORATION Technology 3,571.0 $278K 0.01% NEW $77.81 +124.8%
162 SSL SASOL LTD Basic Materials 28,256.0 $277K 0.01% NEW $9.82 +24.9%
163 INSP INSPIRE MED SYS INC Healthcare 6,210.0 $277K 0.01% NEW $44.61 +37.3%
164 SIRI SIRIUSXM HOLDINGS INC Communication Services 9,323.0 $275K 0.01% NEW $29.54 -3.9%
165 FSV FIRSTSERVICE CORP NEW Real Estate 1,898.0 $271K 0.01% NEW $142.61 +0.6%
166 MOAT VANECK ETF TRUST 2,603.0 $271K 0.01% NEW $103.96 +9.0%
167 LEGN LEGEND BIOTECH CORP Healthcare 9,280.0 $268K 0.01% NEW $28.88 -26.4%
168 MOD MODINE MFG CO Consumer Cyclical 1,001.0 $267K 0.01% NEW $267.02 -28.6%
169 PPL PPL CORP Utilities 7,093.0 $262K 0.01% NEW $36.94 -4.7%
170 TRU TRANSUNION Industrials 3,604.0 $260K 0.01% NEW $72.14 +18.0%
171 GIB CGI INC Technology 4,017.0 $259K 0.01% NEW $64.57 +15.0%
172 NBN NORTHEAST BK PORTLAND ME Financial Services 1,920.0 $254K 0.01% NEW $132.53 -3.0%
173 FSUN FIRSTSUN CAP BANCORP Financial Services 6,498.0 $252K 0.01% NEW $38.78 +2.9%
174 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,184.0 $248K 0.01% NEW $47.81 -9.7%
175 OGN ORGANON & CO Healthcare 18,197.0 $246K 0.01% NEW $13.54 +1.5%
176 BROWN FORMAN CORP 8,900.0 $246K 0.01% NEW $27.67
177 FRPT FRESHPET INC Consumer Defensive 4,136.0 $245K 0.01% NEW $59.12 +25.4%
178 STRL STERLING INFRASTRUCTURE INC Industrials 291.0 $244K 0.01% NEW $839.36 -38.0%
179 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 2,985.0 $243K 0.01% NEW $81.51 +7.3%
180 DWAS INVESCO EXCH TRADED FD TR II 1,907.0 $243K 0.01% NEW $127.31 -11.0%
Page 9 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%