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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 15 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRM SALESFORCE INC Technology 18,706.0 $2.9M 0.06% -10K -34.8% $157.46 +32.5%
282 CASY CASEYS GEN STORES INC Consumer Cyclical 3,677.0 $2.9M 0.06% NEW $794.97 +5.0%
283 COIN COINBASE GLOBAL INC Financial Services 19,993.0 $2.9M 0.06% +1K +8.0% $146.20 +27.2%
284 CF CF INDUSTRIES HOLD Basic Materials 26,976.0 $2.9M 0.06% -2K -5.4% $108.26 +20.5%
285 VMI VALMONT INDS INC Industrials 5,012.0 $2.9M 0.06% +64.0 +1.3% $578.41 -15.9%
286 ROK ROCKWELL AUTOMATION INC Industrials 5,825.0 $2.9M 0.06% +2K +72.0% $495.11 -11.5%
287 GWW WW GRAINGER INC Industrials 2,116.0 $2.9M 0.06% -2K -47.8% $1360.60 -3.4%
288 HAL HALLIBURTON CO Energy 84,504.0 $2.9M 0.06% NEW $33.95 +4.0%
289 RIO RIO TINTO PLC Basic Materials 30,159.0 $2.9M 0.06% NEW $94.93 +10.8%
290 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 31,078.0 $2.9M 0.06% +1K +4.7% $92.09 -3.0%
291 CCK CROWN HLDGS INC Consumer Cyclical 25,549.0 $2.9M 0.06% -5K -15.2% $111.82 +6.9%
292 EXC EXELON CORP Utilities 61,277.0 $2.9M 0.06% -2K -3.1% $46.62 -5.8%
293 AZO AUTOZONE INC Consumer Cyclical 888.0 $2.8M 0.05% NEW $3195.94 -7.3%
294 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 8,550.0 $2.8M 0.05% +1K +18.1% $330.49 -1.5%
295 FICO FAIR ISAAC CORP Technology 2,360.0 $2.8M 0.05% -64.0 -2.6% $1194.92 -1.8%
296 ZETA ZETA GLOBAL HOLDINGS CORP Technology 141,917.0 $2.8M 0.05% $19.68 +47.3%
297 SAP SAP SE Technology 18,098.0 $2.8M 0.05% +1K +6.8% $154.11 +41.7%
298 AMP AMERIPRISE FINL INC Financial Services 6,037.0 $2.8M 0.05% -687.0 -10.2% $458.78 +21.4%
299 SLB SLB LIMITED Energy 58,861.0 $2.8M 0.05% -6K -9.8% $46.80 +15.0%
300 WAB WABTEC Industrials 10,139.0 $2.7M 0.05% -1K -9.7% $269.62 +10.1%
Page 15 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%