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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 14 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ISRG INTUITIVE SURGICAL INC Healthcare 8,202.0 $3.3M 0.06% -2K -22.6% $397.73 -5.8%
262 SPG SIMON PPTY GROUP INC NEW Real Estate 14,559.0 $3.3M 0.06% +1K +10.9% $223.66 -1.7%
263 HPE HEWLETT PACKARD ENTERPRISE C Technology 71,569.0 $3.2M 0.06% +26K +57.1% $45.28 +16.9%
264 KGC KINROSS GOLD CORP Basic Materials 137,098.0 $3.2M 0.06% +896.0 +0.7% $23.62 +33.1%
265 CW CURTISS WRIGHT CORP Industrials 4,224.0 $3.2M 0.06% +473.0 +12.6% $758.17 -14.5%
266 CRUS CIRRUS LOGIC INC Technology 21,283.0 $3.2M 0.06% NEW $148.53 -21.3%
267 RY ROYAL BK CDA Financial Services 15,187.0 $3.1M 0.06% +1K +10.1% $206.97 -0.9%
268 OKE ONEOK INC NEW Energy 35,699.0 $3.1M 0.06% NEW $86.94 +8.8%
269 XLF SELECT SECTOR SPDR TR 57,662.0 $3.1M 0.06% +1K +2.0% $53.61 +6.2%
270 AIG AMERICAN INTL GROUP INC Financial Services 41,425.0 $3.1M 0.06% +3K +8.1% $74.53 +1.6%
271 SOFI SOFI TECHNOLOGIES INC Financial Services 170,937.0 $3.1M 0.06% -23K -12.1% $17.93 -0.1%
272 SCHA SCHWAB STRATEGIC TR 84,579.0 $3.1M 0.06% +9K +12.7% $36.13 -4.1%
273 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,468.0 $3.0M 0.06% -250.0 -2.3% $290.60 -6.9%
274 XLY SELECT SECTOR SPDR TR 25,797.0 $3.0M 0.06% $117.28 -0.5%
275 YETI YETI HLDGS INC Consumer Cyclical 60,985.0 $3.0M 0.06% +6K +10.1% $49.56 -11.2%
276 BLK BLACKROCK INC Financial Services 3,135.0 $3.0M 0.06% -832.0 -21.0% $961.82 +18.5%
277 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,747.0 $3.0M 0.06% +2K +40.4% $386.78 +2.5%
278 CGNX COGNEX CORP Technology 41,110.0 $3.0M 0.06% +4K +10.7% $72.42 -17.5%
279 PSX PHILLIPS 66 Energy 17,508.0 $3.0M 0.06% +241.0 +1.4% $169.06 +42.0%
280 SRE SEMPRA Utilities 31,655.0 $3.0M 0.06% -2K -6.6% $93.48 -6.5%
Page 14 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 34.2%
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%