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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 13 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 174,565.0 $3.5M 0.07% +4K +2.5% $20.20 +9.0%
242 ITW ILLINOIS TOOL WKS INC Industrials 12,737.0 $3.5M 0.07% +582.0 +4.8% $272.23 +3.8%
243 DFAC DIMENSIONAL ETF TRUST 78,132.0 $3.5M 0.07% -1K -1.3% $44.36 +2.9%
244 UMC UNITED MICROELECTRONICS CORP Technology 126,799.0 $3.5M 0.07% +14K +12.6% $27.21 -32.7%
245 BHP BHP BILLITON LIMITED Basic Materials 41,298.0 $3.4M 0.07% +1K +2.7% $83.31 +15.8%
246 RL RALPH LAUREN CORP Consumer Cyclical 8,536.0 $3.4M 0.07% -124.0 -1.4% $402.45 -7.6%
247 VPL VANGUARD INTL EQUITY INDEX F 29,606.0 $3.4M 0.07% +10K +48.0% $115.69 -0.4%
248 SPYG SPDR SERIES TRUST 28,549.0 $3.4M 0.07% $118.99 +1.1%
249 TT TRANE TECHNOLOGIES PLC Industrials 6,911.0 $3.4M 0.07% -471.0 -6.4% $491.23 -7.5%
250 DJCO DAILY JOURNAL CORP Technology 5,576.0 $3.4M 0.06% $601.19 +0.1%
251 EOG EOG RES INC Energy 25,830.0 $3.4M 0.06% +3K +10.8% $129.73 +17.6%
252 SHEL SHELL PLC Energy 43,058.0 $3.3M 0.06% +579.0 +1.4% $77.54 +20.3%
253 MDT MEDTRONIC PLC Healthcare 42,195.0 $3.3M 0.06% -16K -27.2% $79.02 +17.9%
254 SKEENA RES LTD NEW 124,566.0 $3.3M 0.06% $26.66
255 WELL WELLTOWER INC Real Estate 14,624.0 $3.3M 0.06% +3K +31.0% $226.98 +5.6%
256 SAN BANCO SANTANDER SA Financial Services 238,618.0 $3.3M 0.06% +9K +4.0% $13.80 +5.5%
257 SHW SHERWIN WILLIAMS CO Basic Materials 9,557.0 $3.3M 0.06% -475.0 -4.7% $344.34 +0.7%
258 CDE COEUR MNG INC Basic Materials 201,396.0 $3.3M 0.06% -10K -4.6% $16.32 +30.6%
259 PAAS PAN AMERN SILVER CORP Basic Materials 73,077.0 $3.3M 0.06% NEW $44.79 +18.0%
260 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,804.0 $3.3M 0.06% -7K -43.4% $370.63 -4.0%
Page 13 of 62  ·  1,234 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 34.9%
Financial Services 14.5%
Healthcare 12.0%
Industrials 8.5%
Consumer Cyclical 8.2%
Communication Services 5.6%
Basic Materials 3.7%
Energy 3.7%
Consumer Defensive 3.3%
Real Estate 3.2%