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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 16 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CASY CASEYS GEN STORES INC Consumer Cyclical 4,725.0 $2.6M 0.06% NEW $552.76 +55.4%
302 CRH PLC 20,590.0 $2.6M 0.05% NEW $124.80
303 TT TRANE TECHNOLOGIES PLC Industrials 6,582.0 $2.6M 0.05% NEW $389.24 +20.7%
304 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 26,051.0 $2.6M 0.05% NEW $97.90 +16.0%
305 WM WASTE MGMT INC DEL Industrials 11,607.0 $2.6M 0.05% NEW $219.72 +8.9%
306 MET METLIFE INC Financial Services 32,202.0 $2.5M 0.05% NEW $78.94 +19.1%
307 OKE ONEOK INC NEW Energy 34,428.0 $2.5M 0.05% NEW $73.50 +27.2%
308 L LOEWS CORP Financial Services 23,997.0 $2.5M 0.05% NEW $105.31 +8.7%
309 CBRE CBRE GROUP INC Real Estate 15,706.0 $2.5M 0.05% NEW $160.80 -12.3%
310 PPTA PERPETUA RESOURCES CORP Basic Materials 103,640.0 $2.5M 0.05% NEW $24.21 -30.2%
311 ZION ZIONS BANCORPORATION N A Financial Services 42,564.0 $2.5M 0.05% NEW $58.54 +23.5%
312 BYD BOYD GAMING CORP Consumer Cyclical 29,020.0 $2.5M 0.05% NEW $85.41 +2.7%
313 ET ENERGY TRANSFER L P Energy 150,155.0 $2.5M 0.05% NEW $16.49 +23.2%
314 CABO CABLE ONE INC Communication Services 21,860.0 $2.5M 0.05% NEW $112.85 -65.2%
315 DDWM WISDOMTREE TR 56,413.0 $2.5M 0.05% NEW $43.54 +6.3%
316 STT STATE STR CORP Financial Services 19,033.0 $2.5M 0.05% NEW $129.01 +41.5%
317 EPD ENTERPRISE PRODS PARTNERS L Energy 76,277.0 $2.4M 0.05% NEW $32.06 +19.2%
318 UHS UNIVERSAL HLTH SVCS INC Healthcare 11,200.0 $2.4M 0.05% NEW $218.02 -30.7%
319 AKRE PROFESIONALLY MANAGED PORTFO 37,238.0 $2.4M 0.05% NEW $65.51 -14.2%
320 MAS MASCO CORP Industrials 38,125.0 $2.4M 0.05% NEW $63.46 +23.9%
Page 16 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%