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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $4.7B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1191 New
Page 15 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WAB WABTEC Industrials 13,308.0 $2.8M 0.06% NEW $213.46 +22.8%
282 WELL WELLTOWER INC Real Estate 15,145.0 $2.8M 0.06% NEW $185.61 +31.1%
283 FIVE FIVE BELOW INC Consumer Cyclical 14,886.0 $2.8M 0.06% NEW $188.36 +7.6%
284 BX BLACKSTONE INC Financial Services 17,998.0 $2.8M 0.06% NEW $154.14 -17.7%
285 MPC MARATHON PETE CORP Energy 16,984.0 $2.8M 0.06% NEW $162.64 +92.2%
286 SAN BANCO SANTANDER SA Financial Services 231,800.0 $2.7M 0.06% NEW $11.73 +15.5%
287 DJCO DAILY JOURNAL CORP Technology 5,558.0 $2.7M 0.06% NEW $487.32 +21.7%
288 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,225.0 $2.7M 0.06% NEW $293.57 -3.9%
289 TSCO TRACTOR SUPPLY CO Consumer Cyclical 54,050.0 $2.7M 0.06% NEW $50.01 -39.0%
290 ILMN ILLUMINA INC Healthcare 20,558.0 $2.7M 0.06% NEW $131.16 +42.3%
291 CTVA CORTEVA INC Basic Materials 40,111.0 $2.7M 0.06% NEW $67.03 +30.2%
292 FISV FISERV INC Technology 39,898.0 $2.7M 0.06% NEW $67.17 -24.6%
293 DHR DANAHER CORPORATION Healthcare 11,676.0 $2.7M 0.06% NEW $229.24 -11.1%
294 JEPI J P MORGAN EXCHANGE TRADED F 45,736.0 $2.6M 0.06% NEW $57.67 -1.9%
295 ED CONSOLIDATED EDISON INC Utilities 26,449.0 $2.6M 0.06% NEW $99.32 +13.1%
296 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 165,400.0 $2.6M 0.06% NEW $15.86 +34.4%
297 GLW CORNING INC Technology 29,935.0 $2.6M 0.06% NEW $87.56 +76.5%
298 UNILEVER PLC 40,041.0 $2.6M 0.06% NEW $65.40
299 NATWEST GROUP PLC 149,565.0 $2.6M 0.06% NEW $17.50
300 FAST FASTENAL CO Industrials 65,155.0 $2.6M 0.06% NEW $40.13 +13.4%
Page 15 of 60  ·  1,191 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 31.9%
Financial Services 15.5%
Healthcare 10.8%
Consumer Cyclical 9.4%
Communication Services 9.1%
Industrials 7.7%
Basic Materials 3.8%
Consumer Defensive 3.4%
Energy 3.4%
Real Estate 3.0%