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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 2 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD INTL EQUITY INDEX F 511,070.0 $37.6M 0.79% NEW $73.56 +10.9%
22 QQQ INVESCO QQQ TR Financial Services 60,628.0 $37.2M 0.79% NEW $614.32 +13.2%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 200,232.0 $35.6M 0.75% NEW $177.75 -25.5%
24 BERKSHIRE HATHAWAY INC DEL 68,967.0 $34.7M 0.73% NEW $502.65
25 JPM JPMORGAN CHASE & CO. Financial Services 104,005.0 $33.5M 0.71% NEW $322.22 +5.9%
26 VWO VANGUARD INTL EQUITY INDEX F 607,805.0 $32.7M 0.69% NEW $53.76 +7.6%
27 VEA VANGUARD TAX-MANAGED FDS 508,081.0 $31.7M 0.67% NEW $62.47 +11.6%
28 V VISA INC Financial Services 78,884.0 $27.7M 0.58% NEW $350.71 +2.2%
29 ACN ACCENTURE PLC IRELAND Technology 97,986.0 $26.3M 0.56% NEW $268.30 -46.5%
30 NFLX NETFLIX INC Communication Services 265,065.0 $24.9M 0.53% NEW $93.76 -26.5%
31 GS GOLDMAN SACHS GROUP INC Financial Services 28,123.0 $24.7M 0.52% NEW $879.03 +21.2%
32 GE GE AEROSPACE Industrials 77,246.0 $23.8M 0.50% NEW $308.39 +13.1%
33 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 77,053.0 $23.5M 0.50% NEW $304.68 +30.7%
34 AEM AGNICO EAGLE MINES LTD Basic Materials 137,358.0 $23.3M 0.49% NEW $169.53 -19.2%
35 RBLX ROBLOX CORP Technology 279,566.0 $22.7M 0.48% NEW $81.03 -36.2%
36 AGI ALAMOS GOLD INC NEW Basic Materials 492,236.0 $19.0M 0.40% NEW $38.58 -26.7%
37 MA MASTERCARD INCORPORATED Financial Services 32,505.0 $18.6M 0.39% NEW $570.88 -4.8%
38 ESGV VANGUARD WORLD FD 152,565.0 $18.5M 0.39% NEW $120.96 +8.8%
39 EFA ISHARES TR 189,857.0 $18.2M 0.39% NEW $96.03 +7.6%
40 JNJ JOHNSON & JOHNSON Healthcare 85,958.0 $17.8M 0.38% NEW $206.95 +22.3%
Page 2 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%