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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 18 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IUSV ISHARES TR 21,771.0 $2.4M 0.05% $110.15 +4.3%
342 ADBE ADOBE INC Technology 11,642.0 $2.4M 0.05% +1K +10.3% $205.03 +34.3%
343 DBEF DBX ETF TR 43,669.0 $2.4M 0.05% $54.63 +2.2%
344 LMT LOCKHEED MARTIN CORP Industrials 4,656.0 $2.4M 0.04% -714.0 -13.3% $509.47 +10.6%
345 MSTR STRATEGY INC Technology 27,263.0 $2.4M 0.04% +9K +46.7% $86.93 +37.2%
346 MOOG INC 5,580.0 $2.4M 0.04% +101.0 +1.8% $423.88
347 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,360.0 $2.4M 0.04% +1K +17.4% $319.32 -8.6%
348 FFIV F5 INC Technology 5,637.0 $2.3M 0.04% +30.0 +0.5% $416.00 -7.5%
349 ESI ELEMENT SOLUTIONS INC Basic Materials 49,086.0 $2.3M 0.04% -3K -5.8% $47.75 -26.1%
350 DUPONT DE NEMOURS INC 17,189.0 $2.3M 0.04% NEW $135.64
351 ROST ROSS STORES INC Consumer Cyclical 10,917.0 $2.3M 0.04% $212.87 +12.3%
352 NOW SERVICENOW INC Technology 23,323.0 $2.3M 0.04% -4K -14.2% $99.28 +29.4%
353 KB KB FINL GROUP INC Financial Services 21,878.0 $2.3M 0.04% +4K +23.1% $104.96 +12.4%
354 DFIC DIMENSIONAL ETF TRUST 61,381.0 $2.3M 0.04% +3K +4.6% $37.26 +5.8%
355 LYG LLOYDS BANKING GROUP PLC Financial Services 391,673.0 $2.3M 0.04% +3K +0.8% $5.83 +3.3%
356 SYK STRYKER CORPORATION Healthcare 7,231.0 $2.3M 0.04% -2K -21.5% $315.74 +4.3%
357 ST SENSATA TECHNOLOGIES HLDG PL Technology 47,669.0 $2.3M 0.04% -6K -11.5% $47.74 -10.3%
358 TTC TORO CO Industrials 23,227.0 $2.3M 0.04% +7K +45.3% $97.84 +1.6%
359 CENX CENTURY ALUM CO Basic Materials 49,175.0 $2.3M 0.04% $46.01 -4.5%
360 MTCH MATCH GROUP INC NEW Communication Services 59,287.0 $2.3M 0.04% +14K +31.2% $38.05 +7.4%
Page 18 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%