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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 2 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD INTL EQUITY INDEX F 535,806.0 $44.9M 0.86% -8K -1.5% $83.75 +1.4%
22 ITOT ISHARES TR 264,396.0 $43.4M 0.83% $164.27 +2.7%
23 TSLA TESLA INC Consumer Cyclical 100,882.0 $42.4M 0.81% +8K +8.8% $420.60 -16.5%
24 VEA VANGUARD TAX-MANAGED FDS 571,191.0 $40.7M 0.78% NEW $71.25 +2.2%
25 META META PLATFORMS INC Communication Services 71,461.0 $40.3M 0.77% -19K -21.3% $563.29 -3.1%
26 BERKSHIRE HATHAWAY INC DEL 72,163.0 $36.1M 0.69% +2K +3.0% $500.39
27 JPM JPMORGAN CHASE & CO Financial Services 104,320.0 $34.1M 0.65% +5K +4.7% $327.33 +9.1%
28 VWO VANGUARD INTL EQUITY INDEX F 512,590.0 $30.6M 0.59% -4K -0.7% $59.69 +0.6%
29 PWR QUANTA SVCS INC Industrials 41,409.0 $29.8M 0.57% NEW $720.04 -5.9%
30 GE GE AEROSPACE Industrials 75,343.0 $28.2M 0.54% +1K +1.8% $373.73 -4.7%
31 GS GOLDMAN SACHS GROUP INC Financial Services 26,597.0 $26.9M 0.52% +720.0 +2.8% $1011.38 +1.0%
32 GEV GE VERNOVA INC Utilities 22,553.0 $26.5M 0.51% -713.0 -3.1% $1175.41 -16.0%
33 LRCX LAM RESEARCH CORP Technology 60,723.0 $26.3M 0.51% -2K -3.4% $433.60 -29.2%
34 AMD ADVANCED MICRO DEVICES INC Technology 44,144.0 $25.6M 0.49% +3K +6.9% $580.91 -19.7%
35 V VISA INC Financial Services 74,657.0 $25.6M 0.49% +1K +1.9% $343.10 +6.5%
36 WDC WESTERN DIGITAL CORP Technology 37,392.0 $23.9M 0.46% -2K -5.5% $638.73 -27.7%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 199,599.0 $23.3M 0.45% -2K -1.0% $116.67 +50.2%
38 JNJ JOHNSON & JOHNSON Healthcare 89,403.0 $22.7M 0.43% $253.97 +7.7%
39 IEFA ISHARES TR 227,073.0 $21.9M 0.42% +42K +23.0% $96.58 +4.0%
40 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 22,051.0 $21.3M 0.41% -537.0 -2.4% $965.83 -13.8%
Page 2 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 34.2%
Financial Services 14.2%
Healthcare 11.7%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.6%
Energy 3.7%
Basic Materials 3.6%
Consumer Defensive 3.3%
Real Estate 3.1%