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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 17 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ENB ENBRIDGE INC Energy 50,482.0 $2.4M 0.05% NEW $47.83 +18.6%
322 AON AON PLC Financial Services 6,836.0 $2.4M 0.05% NEW $352.89 +4.1%
323 MRSH MARSH & MCLENNAN COS INC Financial Services 12,960.0 $2.4M 0.05% NEW $185.53 -1.8%
324 WSM WILLIAMS SONOMA INC Consumer Cyclical 13,358.0 $2.4M 0.05% NEW $178.60 +27.9%
325 DASH DOORDASH INC Communication Services 10,508.0 $2.4M 0.05% NEW $226.48 -18.7%
326 BTI BRITISH AMERN TOB PLC Consumer Defensive 41,412.0 $2.4M 0.05% NEW $57.37 +9.5%
327 BBY BEST BUY INC Consumer Cyclical 35,010.0 $2.4M 0.05% NEW $67.80 +26.0%
328 BHP BHP GROUP LTD Basic Materials 39,306.0 $2.4M 0.05% NEW $60.37 +33.6%
329 ODFL OLD DOMINION FREIGHT LINE IN Industrials 15,103.0 $2.4M 0.05% NEW $156.80 +49.1%
330 PSX PHILLIPS 66 Energy 18,349.0 $2.4M 0.05% NEW $129.04 +60.3%
331 LMT LOCKHEED MARTIN CORP Industrials 4,818.0 $2.3M 0.05% NEW $483.68 +5.2%
332 RY ROYAL BK CDA Financial Services 13,658.0 $2.3M 0.05% NEW $170.49 +26.4%
333 MSTR STRATEGY INC Technology 15,279.0 $2.3M 0.05% NEW $151.96 -37.6%
334 DLTR DOLLAR TREE INC Consumer Defensive 18,825.0 $2.3M 0.05% NEW $123.01 +2.4%
335 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 3,819.0 $2.3M 0.05% NEW $605.55 +13.7%
336 MPLX MPLX LP Energy 43,256.0 $2.3M 0.05% NEW $53.37 +6.9%
337 ROK ROCKWELL AUTOMATION INC Industrials 5,912.0 $2.3M 0.05% NEW $389.12 +18.7%
338 CW CURTISS WRIGHT CORP Industrials 4,142.0 $2.3M 0.05% NEW $551.38 +28.4%
339 PODD INSULET CORP Healthcare 8,026.0 $2.3M 0.05% NEW $284.27 -42.3%
340 ESS ESSEX PPTY TR INC Real Estate 8,653.0 $2.3M 0.05% NEW $261.69 +11.9%
Page 17 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%